CRM development & AI agents, end to end
I design, build, connect and automate the CRM your business runs on, and the AI agents that work inside it.
Seven ways I make your CRM work harder
CRM Architecture & Setup
Your CRM, designed around how you sell.
- Pipelines, stages and opportunity rules
- Custom fields, tags, Smart Lists and calendars
- Users, permissions and sub-account structure
- Snapshots for repeatable setups
Workflow Automation
Follow-up that never forgets.
- Speed-to-lead and lead nurture sequences
- Appointment confirmations, reminders and no-show recovery
- Payment, onboarding and membership automations
- Internal alerts, tasks and handoffs
AI Agent Development
AI that works your pipeline around the clock.
- Lead-response and qualification agents on SMS, chat and social DMs
- Voice agents for inbound calls and booking (Vapi, Retell, Synthflow, GHL Voice AI)
- Custom agents with OpenAI, orchestrated in n8n or Make, with tools and CRM actions
- Knowledge bases, guardrails, human handoff and compliance defaults
Integrations & APIs
One source of truth across your tools.
- Zapier, Make and n8n scenarios
- Stripe, Twilio, Kixie and Meta Lead Ads
- Webhooks and custom API connections
- External site and form tracking (WordPress, Elementor)
CRM Migrations
Move platforms without losing a thing.
- Salesforce, Pipedrive and HubSpot data into HighLevel
- Systeme.io and ClickFunnels funnels rebuilt
- Pipelines and automations copied across accounts
- Clean-up, deduplication and verification
Conversation AI & Chatbots
Replies in seconds, day or night.
- GoHighLevel Conversation AI and AI Employee
- CloseBot setups for clinics and agencies
- Booking logic and calendar integration
- Prompt tuning from real conversations
Funnels, Sites & Portals
Front ends that feed the CRM.
- HighLevel websites, funnels and surveys
- Member areas and client portals
- White-label agency dashboards and custom CSS
- Email templates, A2P 10DLC and deliverability setup
My stack
Platforms I've worked with on real client projects.
From audit to handover
A call and a review of your current CRM, tools and goals.
A written plan covering pipelines, automations, integrations and AI, with a fixed price.
Everything built inside your own account.
Every path checked end to end before launch.
A walkthrough and docs, plus an optional care plan.
We start with a short discovery call and a review of your current CRM. Then I scope a fixed-price build, set up the pipelines, automations, integrations and AI, test every path end to end, and hand over with a walkthrough.
Mostly GoHighLevel, where I'm a HighLevel Certified Admin. I also work with HubSpot, Salesforce, Pipedrive, Monday.com and Systeme.io, and integrate through Zapier, Make, n8n, webhooks and APIs.
Yes. I build AI agents that reply to leads, answer questions from a knowledge base, qualify, book appointments and update the CRM. I use GoHighLevel's Conversation AI, Voice AI and AI Employee, custom agents with OpenAI orchestrated in n8n or Make, and voice agents on Vapi, Retell and Synthflow.
Builds are fixed-price and scoped up front. Ongoing CRM management and small fixes can run hourly or as a monthly care plan.
Yes. A lot of my work is taking over existing builds, auditing them, fixing what's broken and verifying everything end to end.
Yes. I've moved clients from Salesforce, Pipedrive and Systeme.io into HighLevel, including contacts, pipelines, funnels and automations.
You do. Everything is built inside your own account, with a handover guide and walkthrough, so nothing depends on me to keep running.
Book a call from my calendar or send a message through the contact form. It comes straight to my inbox, and I reply within 24 hours.