Sales & Customer Management
Grow smarter. Sell better. Keep customers coming back.
Drive growth and deliver better customer experiences.
From first contact to repeat purchase, I help you take control of your sales and customer lifecycle with connected, intuitive solutions. Whether you’re closing deals, managing recurring revenue, or improving the way customers engage with your business — our tools are designed to remove complexity and drive results.
Your Sales & Customer Journey
From lead to loyalty — shape every interaction.
I work with you to map and optimise your full sales and service lifecycle. Whether you’re building your first CRM or scaling a mature sales operation, I help you align tools, data, and processes around your customers.
Find & Attract
Bring the right leads into your world. Get discovered through digital channels, capture interest, and build your sales pipeline with the right prospects.
Includes:
- Lead capture & web forms
- CRM-integrated tracking
- Campaign & source attribution
Engage & Convert
Turn interest into action. Qualify leads, personalise interactions, and streamline your quoting and deal-closing process.
Includes:
- Opportunity tracking & sales stages
- Proposals, quotes, and approvals
- Sales automation and follow-ups
Deliver & Support
Delight customers from day one. Simplify onboarding, provide exceptional service, and enable customers to self-serve where it counts.
Includes:
- Onboarding workflows
- Service & support tools
- Self-service portals
Grow & Retain
Create loyal customers who stay and spend. Drive renewals, enable repeat business, and continuously improve through insights and feedback.
Includes:
- Subscriptions & recurring billing
- Customer feedback & insights
- Renewal, upsell & loyalty tools
Key Features
Smart, scalable tools for growing customer relationships and revenue.
CRM & Customer Insights
Track leads, deals, conversations and activities in one place. Build a clear picture of your customers and drive better engagement throughout the sales cycle.
Sales, Quotes & Pipeline Management
Create and manage quotes, proposals, and sales pipelines with confidence. Custom workflows and real-time visibility help you move faster and close more.
Point of Sale (POS)
Sell online, in-store or on the go — with integrated inventory, payments and customer data for a seamless experience.
Subscriptions & Recurring Billing
Power your membership, service, or product business with automated renewals, billing and revenue tracking.
Rental & Hire Solutions
Manage availability, bookings, assets and invoicing from a centralised platform — ideal for equipment hire, venues, or service providers.
Customer Portals
Let customers manage their own details, orders and support needs through secure, self-service experiences.
Digital Workforce Enablement
Empower your sales and service teams with digital tools, automation, and intelligence — helping you attract, convert, support, and grow your customer base more effectively.
Customer Touchpoints
The platforms and tools your team uses to manage interactions, close deals, and build relationships.
Examples include:
CRM Systems (Salesforce, HubSpot, Zoho)
Quoting & Proposal Tools (PandaDoc, Qwilr, DocuSign)
POS Systems (Square, Vend, Shopify POS)
Customer Portals & Helpdesks (Freshdesk, Zendesk)
Communication Tools (Live Chat, Email, Phone, SMS)
Purpose:
To manage the entire customer lifecycle — from first contact to repeat purchase — through a connected and consistent experience.
Digital Sales Agents
AI-powered tools that assist or simulate sales and support roles, creating faster and more personalised engagement.
Examples include:
AI Sales Reps (lead qualification, call booking)
Chatbots for Pre-sales & FAQs (Drift, Intercom)
AI Proposal Builders & Email Drafting Tools
Virtual Assistants (task reminders, CRM updates)
Purpose:
To enable real-time, human-like interactions and automate sales follow-ups — without needing a full-time sales team.
Sales & Service Automations
Workflows and smart processes that reduce manual effort, speed up sales cycles, and ensure nothing falls through the cracks.
Examples include:
Lead Routing & Qualification Rules
Deal Stage Triggers & Notifications
Automated Billing & Renewals
Sales Playbooks & Task Sequences
Onboarding & Follow-up Flows
Purpose:
To automate repetitive processes and ensure consistent customer handling across your sales and support teams.
Intelligence & Insights
Dashboards, analytics, and behaviour tracking tools that give you visibility across your pipeline and customer base.
Examples include:
Sales Dashboards & Pipeline Forecasting
CRM & Engagement Analytics
Customer Health Scoring
Churn & Retention Reports
Call & Conversation Insights
Purpose:
To inform smarter decisions, refine your customer journey, and drive performance improvements at every stage.
The Right Stack for the Right Stage
Fit-for-purpose solutions for where you are today — and where you’re headed next. Whether you’re closing your first sale or scaling across regions, I help you build the right platform to support it.
Lean, easy-to-use tools to get you selling fast — without the overhead.
- Simple CRM with lead tracking
- Quoting and invoicing tools
- POS or ecommerce integration
- Self-service options to reduce admin
🟦 Example stack: HubSpot Starter, Zoho CRM, Xero Integration, Stripe Billing
Scalable platforms to support sales teams, multi-channel selling, and deeper customer engagement.
- Advanced CRM and automation
- Sales enablement and performance tracking
- Subscription and rental management
- Customer portals, feedback loops and upsell pathways
🟦 Example stack: Salesforce, Dynamics 365, Cin7 Core, Chargebee, Service Hub
Who It’s For
- Service-based businesses wanting better visibility on enquiries, clients and projects
- Retailers & ecommerce operators looking for streamlined sales and fulfilment tools
- Membership & subscription organisations managing recurring payments and customer engagement
Why It Matters
Customers expect fast, seamless and personal experiences at every step. A connected sales and customer platform helps you:
- Improve customer satisfaction
- Reduce admin overhead
- Convert leads into loyal customers
- Scale with confidence
Ready to Transform Sales & Service?
Let’s bring your customer experience to life — with better tools, stronger insights, and scalable processes.