CRM Architecture
Designing and building Salesforce (including Non-Profit Success Pack) and HubSpot instances that hold up as an organization scales — object structure, sharing rules, and pipeline design built around how your team actually works, not a generic template.
Data Reconciliation
Getting donor, partner, and programme data out of parallel spreadsheets and into one consistent, reportable source of truth — the specific problem I focus on across scale-ups, rebrands, and new coalitions.
Workflow Automation
Declarative automation inside Salesforce and HubSpot — routing, notifications, and handoffs that remove manual re-entry, without introducing brittle custom code that only one person can maintain.
Systems Integration
Connecting your CRM to the other tools your team already lives in — Slack, webhooks, reporting layers — so data entered once shows up everywhere it's needed, instead of being copied by hand.