For founders building their first proper sales engine, and mid-market firms fixing one that no longer fits. Process design, workflow optimisation, and CRM implementation — Zoho and Odoo, configured to the way your team works.
Most sales teams don't have a process problem. They have an alignment problem. The CRM was set up by IT. The pipeline stages were copied from a template. The reps work around the system because the system was never built around them.
This work fixes that. I sit with the founder or sales leader, then with the reps, then with the people who handle quotes, orders, and dispatch. I map how a deal actually moves through the business — not how the org chart says it does. Then we redesign the workflow, configure the CRM to fit, and migrate the team onto it without breaking the running pipeline.
I have implemented Zoho One and Odoo for clients across manufacturing, contracting, and B2B services. The deliverable is not a CRM login — it is a sales engine that runs.
Mapping the current state — how leads come in, how deals progress, where they leak, what data is captured, what is not. Honest written findings.
Redesigning each stage of the funnel with the people who actually work it. Clear stage definitions, exit criteria, handoffs, and ownership.
Zoho One, Odoo, or something custom — depending on team size, budget, and complexity. A real recommendation, not a vendor pitch.
Pipeline structure, custom fields, automations, role permissions, integrations with quoting, email, telephony, and where relevant — production or dispatch.
For teams selling configured or technical products: connecting the quote, the order, the production handover, and the invoice. Where most SMEs leak time and trust.
Cleaning and moving existing leads, accounts, contacts, and open deals from spreadsheets, legacy CRMs, or WhatsApp groups, without losing context.
Building the three or four reports that actually run the business — pipeline coverage, stage velocity, conversion math, and rep activity. Not 40 dashboards no one opens.
Training the team on the new workflow, sitting with managers for the first cycles, and handing over documentation that survives the next hire.
Every engagement starts with a discovery call and a short written diagnostic — no commitment, no template proposal. Once we both know what the work looks like, we scope it properly.