A Simpler Way To CRM

Keep It Simple — On Purpose

CRM Whisperers exists to help teams build CRM systems they can actually use.

I work with small and medium-sized businesses that want structure without unnecessary complexity — whether they’re growing, running a major initiative, or rethinking how customer and relationship data is managed.

The goal is clarity, consistency, and systems that support how your team already works.

Where I’m Most Helpful

Teams usually reach out when:

• They’ve outgrown spreadsheets but aren’t ready for a full enterprise rollout
• A large project or transition needs better customer or stakeholder tracking
• Their CRM feels heavy, inconsistent, or difficult to maintain
• Data lives in too many places and no one fully trusts it
• They need extra CRM support for a defined period of time

If that sounds familiar, you’re in the right place.

Experienced With Complexity — focused On Clarity

I’m a certified Salesforce Solution Architect, and I work in complex CRM systems every day.

CRM Whisperers brings enterprise CRM experience down to earth — applying big-system thinking in ways that work for smaller teams with real workflows and real constraints.

I focus on thoughtful structure, clean data, and long-term maintainability — without overbuilding or locking teams into tools they don’t need yet.

How I Support Teams

CRM Strategy & Structure
Clarifying what your CRM should (and shouldn’t) do, based on your team, goals, and growth plans.

System Setup & Cleanup
Designing new CRM systems or untangling existing ones so your data is reliable and easy to work with.

Project & Growth Support
Extra CRM guidance during large initiatives, migrations, or periods of change — without long-term commitments.

Ongoing Advisory Support
Helping teams evolve their systems thoughtfully as needs change.

A simple Place To Start

For teams that want to get organized quickly, I built CRMW — a simple CRM starting system built in Notion.

CRMW is designed to help small teams manage leads, clients, and relationships with clarity, while building clean CRM habits that translate well to larger systems later.