CRM structure and data model
I define which information matters and how contacts, companies, deals, projects and activities connect.
Service
CRM & business processes that make sales, service and follow-up manageable.
I turn CRM from a data repository into a working system for customer relationships, tasks, communication, pipeline, reporting and automation.
What I do
Scattered customer data becomes a steerable working system.
CRM only creates value when it steers work, reminds teams, connects information and makes visible what actually happens in sales and service.
Pipeline and status logic
I structure leads, offers, customer status and follow-ups so teams know what happens next.
Sales and service processes
I translate real work into clear process steps, responsibilities and handovers.
Tasks, deadlines and follow-ups
I build task and reminder logic so customer work no longer depends on individual memory or spreadsheets.
Automation and reporting
I connect CRM, email, website, campaigns and reporting so teams have a reliable basis for decisions and AI workflows.
How I work
CRM is introduced step by step into daily work.
- 01 Map current processes
I review how leads, customers, offers, tasks and follow-ups actually work today.
- 02 Define target structure
I define the data, fields, roles, pipelines and automations that are needed.
- 03 Build or optimize CRM
I structure the system so it fits the day-to-day work.
- 04 Enable the team
I make sure the CRM is not only configured, but actually used.
Should your CRM finally steer sales, service and follow-up?
Then we should talk about your current structure, the biggest friction points and the next useful step.