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CRM and sales system optimization

Optimize your CRM for clearer and faster growth

A CRM can be a driving force or a maze. It all depends on its structure, configuration, and how your team adopts it.
My role is to transform your CRM into a clear, powerful, and easy-to-use system, whether you use HubSpot, Pipedrive, Zoho, Salesforce, Monday CRM, or any other solution already in place.

I have recognized expertise in HubSpot, but I am also proficient in a variety of CRM tools used by SMEs. Regardless of the technology, the goal remains the same: a clean, organized CRM that is useful on a daily basis.

Why optimize your CRM?

A well-configured CRM enables your company to:

  • track prospects accurately

  • improve conversion rate

  • automate repetitive tasks

  • centralize information

  • obtain reliable data to make good decisions

  • better align sales, marketing, and service

A poorly configured CRM, on the other hand, creates chaos.
Duplicates, unclear pipelines, follow-ups that fall between the cracks.

I'm here to fix all that.

Generate image illustrating the people using a CRM and optimizing business processes working as a team in a professional environment-1-1

What I offer

1. Complete CRM implementation or optimization

I structure your CRM according to your actual processes, your team, and your sales approach.


This includes:

  • Redesign or creation of pipelines

  • Structuring properties and objects

  • Implementation of intelligent automation

  • Cleaning the contacts

  • Configuration du reporting

  • Alignement ventes-friction-service

2. Automations and sequences

Your CRM can work while you are busy elsewhere.


I develop automations that:

  • assign leads

  • trigger follow-ups

  • send notifications

  • reduce manual tasks

  • improve responsiveness

3. Integrations between your tools

I connect your CRM to your other systems:

  • ClickUp

  • Zapier / Make

  • Outils marketing

  • Plateformes de support

  • Phone system

  • ERP

  • Web forms

Good integration creates a natural, frictionless flow of data.

4. Training, adoption, and documentation

A CRM is only useful if your team uses it.
I train your teams with simple, clear explanations tailored to your reality.
You also receive practical documentation to ensure continuity.

CRM tools that I can optimize

(even though HubSpot remains my specialty)

  • HubSpot

  • Pipedrive

  • Zoho CRM

  • Salesforce 

  • Monday CRM

  • Suite CRM

  • Other solutions upon request

The final result

  • A clear CRM.
  • A clean pipeline.
  • Reliable automation.
  • Better aligned teams.
  • And much stronger growth potential.