Services

Everything a sales organization needs to level up.

Everything I build is sales-related: AI call review, CRM automation, review management, AI knowledgebases, and the custom software that fills the gaps no off-the-shelf product covers.

AI Call Review & Coaching

Next-level AI that reviews every sales call against your top-performer playbook — talk ratio, discovery depth, objection handling, next-step clarity — and delivers targeted coaching within the hour.

  • Every call scored & summarized
  • Top-performer benchmarking
  • Bottom 3 always identified
  • Coaching plans auto-generated

Zoho CRM Implementation & Automation

Deep Zoho expertise — full architecture of Zoho CRM and the Zoho One suite, configured for how your team actually sells, then automated end to end.

  • Zoho CRM, CRM Plus, Zoho One
  • Custom modules & layouts
  • Lead routing by capacity
  • Sandbox-first rollout

Review Management

AI that requests, generates, monitors, and replies to reviews across Google, Facebook, Yelp, and industry sites — so your reputation compounds while your reps sell.

  • Automated review requests
  • On-brand AI responses
  • Sentiment routing
  • One dashboard, every site

AI Knowledgebase

A custom AI trained on your SOPs, documents, and process libraries. Reps get instant, accurate answers without hunting through folders — embedded right inside your CRM.

  • Trained on your SOPs
  • Instant answers for reps
  • RAG on your documents
  • Embedded in your CRM

Sales Automation

Workflows, blueprints, and AI orchestration that remove busywork and enforce the discipline pipelines need to convert.

  • Lead assignment & routing
  • Cadence & follow-up logic
  • Approval workflows
  • Deluge scripting

Custom AI for Sales

Custom-trained models and AI agents built on your data and your sales motion — lead qualification, outreach generation, forecasting, and next-best-action scoring.

  • Lead qualification
  • Outreach generation
  • Forecast & deal scoring
  • Next-best-action scoring

Custom Software for Sales Orgs

When off-the-shelf isn't enough — bespoke tools, customer portals, and dashboards built around problems no product covers. Modern stack, full code ownership.

  • React, TypeScript, Node
  • Customer & partner portals
  • Internal admin tools
  • Full code ownership

Integrations & APIs

Connect your CRM to the rest of your stack. Phone systems, marketing platforms, billing, fulfillment — anything with an API.

  • Bidirectional sync
  • Webhook orchestration
  • Custom REST APIs
  • Middleware where needed

Reporting & BI

Dashboards that surface what actually moves revenue — pipeline velocity, source ROI, rep performance, forecast accuracy.

  • Zoho Analytics
  • Custom dashboards
  • Executive reporting
  • Data warehouse integration

Migration & Data

Move off Salesforce, HubSpot, or legacy CRMs without losing history or breaking trust in the data.

  • Deduplication & normalization
  • Historical preservation
  • Phased cutover
  • Training & enablement

Performance Optimization

Inherited a slow, broken CRM instance? I audit, untangle, and rebuild it into a system your team will actually use.

  • Audit & teardown
  • Workflow simplification
  • Schema cleanup
  • Adoption recovery

Fractional Sales Ops Leadership

Senior sales-operations and engineering leadership for organizations that need operator-level thinking without a full-time hire.

  • Tech roadmap
  • Vendor evaluation
  • Hiring support
  • Architecture review
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