Tools and partners
Tools. Solutions. Growth partners.
The right digital tools don't just change your operations. They change the speed at which your business can move forward. Whether you already use a platform or are looking for the best option for your team, I can help your organization choose, configure, and maximize the solutions that will truly serve you.
INTRODUCTION: MY TECHNOLOGICAL PHILOSOPHY
Tools are never just software.
They are extensions of the way you work. They are levers that transform confusion into clarity and reduce repetitive tasks to make room for what your team does best.
My specialty is HubSpot and ClickUp.
But my strength lies above all in my ability to understand your needs and guide you toward the right solution, even if it's not the one you already use or the one I prefer.
Each platform has its charm, its limitations, its superpowers, and its gray areas. My role:
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give you unbiased advice,
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optimize what you already have,
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or support you in a clean, clear, and sustained transition.
MASTERED CRM TOOLS
CRM: from selection to optimization
A well-implemented CRM transforms the way your teams sell, collaborate, and make decisions. I help you understand the options, choose the right tool, or optimize the one you already use.
✅ HubSpot (Primary specialty)
HubSpot is flexibility, simplicity, and power all wrapped up in one package.
What I do for you:
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Complete CRM architecture
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Customized sales pipelines
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Automations and workflows
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Activity tracking and forecasting
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Advanced dashboards
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Marketing integration, service, operations
✅ Zoho CRM
A robust and cost-effective solution for small and medium-sized businesses.
Ideal when you are looking for versatility and advanced customization.
I will assist you with:
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structure customized modules
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optimize your internal processes
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create useful automations
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integrate Zoho with the team's other tools
✅ Monday CRM
For companies already on Monday.com, a natural evolution.
I will assist you with:
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CRM configuration in boards
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internal automations
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CRM and project management integrations
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dashboards and reports
✅ Pipedrive
Simple, effective, results-oriented.
Perfect for sales teams that want a clear pipeline.
What I assist you with:
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organize your sales stages
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improve the quality of follow-ups
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automate reminders and tasks
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connect Pipedrive to the rest of your ecosystem
✅ Salesforce (consulting and minor optimization)
For teams that use Salesforce but want to simplify, clarify, or optimize their use of it.
PROJECT MANAGEMENT TOOLS
The right structure is half the battle when it comes to peace of mind.
Project management tools create order, reduce chaos, and give your teams the feeling that they are finally in sync.
✅ ClickUp (Primary specialty)
Very powerful, ultra-flexible, perfect for agencies, SMEs, and dynamic teams.
I help you with:
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structure your workspaces
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create optimized lists and views
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automate recurring tasks
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configure dashboards and reports
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integrate ClickUp with your existing tools
✅ Monday.com
The visual platform that simplifies life.
Perfect for teams that want smooth and intuitive management.
✅ Asana
Clear, simple, well-liked by creative teams.
✅ Trello
Intuitive, good browsing experience, and simple.
✅ Notion
The tool that does everything. Powerful, but must be well structured to avoid confusion.
AUTOMATIONS, INTEGRATIONS, AND CONNECTORS
✅ Zapier
- The simple bridge to connect your applications.
- Creating automations that reduce your repetitive tasks.
✅ Make (ex-Integromat)
- For more complex automations and advanced scenarios.
✅ API integrations and native connectors
Depending on your platforms, I can guide you through:
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synchronize CRM ↔ project management
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centralize your data
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automate task creation
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improve your follow-ups between sales and operations
WHY THESE TOOLS?
✅ Simple
- Your team needs to adopt it quickly.
✅ Clear
- You should be able to understand how to use it at a glance.
✅ Scalable
- Your system should grow with your business, not hold it back.
Ready to choose or optimize your tools?
