I set up and customize open-source CRM systems — EspoCRM, SuiteCRM, Odoo, and others — for small businesses ready to retire the shared Google Sheet. I connect the tools you already use, clean up the data you already have, and automate the follow-up that keeps slipping through. No enterprise software pricing.
Re-typing the same customer details into three different tools, every time.
A contacts list with four versions of the same person, and no time to merge them.
Leads that go quiet for a week because no one got notified they came in.
A monthly report that means an afternoon spent stitching Google Sheets tabs together.
A system three different people configured, that nobody fully trusts anymore.
Deals that stall because the next step lives in someone's head, not the system.
None of that is a people problem. It's a setup problem — and it's fixable.
A CRM that fits your process, not a generic template. Using proven open-source platforms like EspoCRM, SuiteCRM, or Odoo, I configure fields, layouts, pipelines, and user roles around how your team actually sells and delivers — not the other way around.
Your tabs, tabs-within-tabs, and "final_v3" spreadsheets, rebuilt as structured records with real fields, history, and permissions — without the manual upkeep or the risk of one wrong keystroke wrecking a formula.
Your tools, finally talking to each other. Forms, inboxes, invoicing, and calendars connected so a customer's information enters your system once, correctly, and stays that way.
Follow-up that doesn't rely on memory. Automatic reminders, lead routing, status updates, and task creation — so nothing depends on someone remembering to do it.
I look at how work actually moves through your business today — spreadsheets, inboxes, and sticky notes included.
I map that process onto fields, pipelines, and automations, and walk you through the plan before anything gets built.
I configure your open-source CRM system, connect your integrations, and build the automations — kept lean, so licensing and setup stay affordable.
Existing data gets imported, deduplicated, and standardized — not just dumped in as-is.
You get documentation and hands-on training, so the system is yours to run — not mine to babysit.
You work with me, not an account manager relaying to a delivery team. Fewer handoffs, faster answers.
I build on open-source platforms — no per-seat enterprise pricing. You get a real CRM, sized and priced for a small business, not a Fortune 500 IT budget.
EspoCRM, SuiteCRM, Odoo — I recommend whichever open-source CRM fits your workflow and budget, not whichever I'd rather sell you.
Engagements are scoped and quoted up front — not an open-ended retainer that runs as long as the invoice does.
Systems drift as your business changes. I'm available for tune-ups after the initial build, on your terms.
Service businesses, agencies, and small sales teams who've hit the point where "everyone just remembers" stopped working — but an enterprise CRM budget was never on the table to begin with.
A free 30-minute process review. I'll tell you honestly whether the fix is a CRM change, an automation, or just turning off three features you don't need.