CRM Systems Consultant

I build CRMs that actually work.

I am a HubSpot practitioner, no-code automation specialist, and former CallRail support expert. I connect the tools, fix the data, and build the workflows teams can trust.

HubSpot Certified CSPO RevOps HubSpot + Zapier + ClickUp Data Governance No-Code Automation

10 years in.
Just getting started.


I have spent over 10 years in customer success and I realized something along the way. I care deeply about making sure people get real value out of the tools they invest in. When a system is set up well, it changes how a team works. When it is not, everyone feels it.

My time at CallRail showed me exactly how businesses struggle when their platforms do not connect properly. I saw it from the support side. Now I solve it from the CRM side. I work with HubSpot, Salesforce, ClickUp, and Zapier to build systems that reduce manual work, clean up messy data, and give teams a clear picture of what is happening in their pipeline.

I am not just someone who learned a platform. I understand why the setup matters because I have watched it go wrong and I know how to fix it.

Four Real Builds.
One Real Stack.


HubSpot ticket pipeline board view Customer issue overview dashboard

Use Case 01 · Maple & Co. · Online Retail

Customer Issue Tracker

Built a full customer service workflow in HubSpot Tickets. Customized a 5-stage pipeline, created 8 contacts with detailed issue notes, built an intake form that auto-creates contacts, and built a reporting dashboard for live visibility.

HubSpot Tickets Pipeline Config Forms Dashboards Contact Management
HubSpot deals pipeline board view Inbound lead dashboard

Use Case 02 · Brightline · B2B Sales

Sales Pipeline Build

Designed and implemented a full HubSpot sales pipeline. Configured deal stages across New Lead, Contacted, Qualified, and Proposal Sent, and built forecasting dashboards to give leadership real-time revenue visibility.

HubSpot Deals Pipeline Config Forecasting Dashboards
Duplicate phone call example in HubSpot Duplicate contact view in HubSpot

Use Case 03 · RevOps · Data Cleanup

RevOps Data Cleanup

Audited and cleaned a HubSpot database — identified duplicate contacts and call records from conflicting integrations (Dialpad + CallRail), standardized property values, and built ongoing hygiene workflows.

Data Cleanup Deduplication HubSpot Properties Data Governance
Customer support tickets in ClickUp board view

Use Case 04 · Maple & Co. · ClickUp

ClickUp Support Board

Built a mirrored customer support ticket system in ClickUp alongside HubSpot, giving the team a project management view of all open issues with status tracking across New Issue, In Review, Awaiting Response, and Resolved.

ClickUp Board View Task Management Customer Support

Verified.
Current.


HubSpot Marketing Hub Software Certificate

HubSpot Academy

Marketing Hub Software

Valid: May 6, 2026 – Jun 5, 2027

HubSpot Sales Hub Software Certificate

HubSpot Academy

Sales Hub Software

Valid: Apr 1, 2026 – May 1, 2027

HubSpot Service Hub Software Certificate

HubSpot Academy

Service Hub Software

Valid: Apr 2, 2026 – May 2, 2027

Let's talk about
your stack.

Open to CRM Consultant and RevOps Consultant roles at Chicago-based or remote agencies.