CRM Setup & Integration Support
HubSpot, Monday, and more
A well-configured CRM is the bridge between marketing activity and revenue. I help teams establish clean data flows, define meaningful lifecycle stages, and create reporting that aligns marketing and sales around the same metrics.
David Kloeber
I design CRM systems that connect marketing to revenue with full attribution. Specialising in HubSpot, Monday.com, and custom integrations for Australian businesses.
What I Can Offer
Lifecycle Design & Stage Definitions
Establish clear contact and deal stages that everyone understands and uses consistently.
Attribution & UTM Integrity
End-to-end attribution plumbing that preserves source data and connects marketing touches to revenue.
Automation & Reporting Schemas
Smart workflows and reporting frameworks that make your CRM a single source of truth.
Expected Outcomes
Ready to optimise your CRM?
Let's build a CRM setup that drives alignment and clarity.
Trusted by
teams and organisations I work with
