CRM & CDP Services

Your customer data lives in a dozen places: your CRM, your email platform, your ad accounts, your website. When those systems don't talk to each other, your marketing gets dumber and your team gets slower. I help you optimize your CRM, architect your customer data platform, and connect the pipes — so every tool (and every teammate) works from the same source of truth.

Why Does Customer Data Architecture Matter?

Bad CRM hygiene isn't just annoying — it's expensive. Duplicate records, missing attribution, leads that fall through the cracks, campaigns firing at the wrong people. A well-architected customer data setup means your sales team trusts the pipeline, your marketing hits the right audiences, and your reporting finally agrees with itself.

Audit

Determine the current state of your CRM and customer data — and find where the leaks are.

CRM Optimization

Clean data, smart pipelines, automation that follows up so your team doesn't have to remember.

CDP Architecture

Design a customer data platform that unifies every touchpoint into a single customer view.

Integration & Activation

Connect your CRM, CDP, ad platforms and analytics so data flows where it needs to — automatically.

One Source of Truth

When your systems agree with each other, everything gets easier: reporting, targeting, forecasting, and those Monday meetings where everyone used to argue about whose numbers were right. Let's get your customer data working as hard as you do.

  • +Do I need a CDP, or is my CRM enough?
    Depends on your scale and stack. Plenty of businesses can get 90% of the value from a well-optimized CRM with good integrations. A true CDP earns its keep when you have multiple data sources, multiple activation channels, and audiences that need to sync everywhere. I’ll give you the honest answer, not the expensive one.
  • +Which CRMs and CDPs do you work with?
    I’m platform-agnostic — the strategy matters more than the logo. I work with the major CRMs and CDP tools like Segment, plus the glue (n8n, Make.com, APIs) that makes any of them play nicely together.
  • +Can you fix our messy CRM data?
    That’s usually step one. Dedupe, standardize, re-structure — then we set up rules and automation so it stays clean. Cleaning without prevention is just scheduling the next cleanup.