CRM Chaos and Solutions

Is Your Growth Outpacing Your Systems?

Are you constantly battling data that won’t sync across platforms? Frustrated by duplicate records clogging up your CRM? As your business scales, are manual tasks holding you back from focusing on what really matters?

Let’s turn your CRM into the well-oiled machine it was meant to be. Explore my case studies to see how I’ve helped businesses like yours eliminate bottlenecks, streamline operations, and reclaim time through smart automation and seamless integrations.

The solution isn’t far away—are you ready to take the next step?

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2024 Case Study: Creative Composites

Lead Routing & Sales Workflows Through Salesforce + HubSpot Integration

From advanced lead routing workflows to custom Salesforce + HubSpot integrations, we’ve helped Creative Composites streamline their sales process and enhance operational efficiency. Discover our work on global lead routing automation, multi-platform data syncs, and custom workflows designed to optimize sales team performance

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2022 Case Study: In-App Chat

Elevating Sales & Marketing: A Complete RevOps Strategy

Full RevOps pipeline planning and development to streamline the journey from lead to subscriber, implementing email automations and setting up web traffic inbound lead capture. Full-scale Apollo.io implementation, featuring contact automation and 14 tailored email templates, along with HubSpot data mapping. CMS digital collateral, custom properties, and smart forms.

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Land Intelligence
2021 Case Study: Land Intelligence

OmniChannel Integration + 
ChatBot Dev

From custom chat bot flows and RevOps pipelines to complex CRM integrations, Flora & Fauna Technical Solutions has successfully delivered a wide range of tailored projects. Explore our work in setting up knowledge bases, multi-platform integrations, and custom automation solutions that streamline operations and improve user experiences.
 

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2025 Case Study: ACCUMIN Desk

Custom JavaScript Module for Dynamic HubSpot Customization

From advanced JavaScript-powered interactivity to fully customizable HubSpot modules, we helped ACCUMIN enhance their internal web development with scalable, no-code solutions. Discover our work on custom CMS modules, dynamic "Odometer" scoring functionality, and a tailored HubSpot experience designed for seamless marketing team management.

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2023 Case Study: Guiding Wealth

Multi-Platform
Onboarding
Integration

Client onboarding experience through multi-platform integration and end-to-end automation. Ensuring accuracy and compliance, HubSpot automated workflows for task management and document distribution were developed, and tailored landing pages to drive targeted email campaigns. Using Zapier and Box, we secured sensitive client information.

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More to come soon!

I am always taking on & closing new projects.

I'm so focused on my clients and their needs that I always put updating my portfolio on the backburner! But, that just proves my clients are my #1 priority. I'm working toward having an all-encompassing list of all of the projects I've worked on since my freelancing career began in 2020. In the meantime, please checkout my Upwork Portfolio where you will find real client reviews.

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Let's connect for a system audit and/or consultation.

Together, we'll review your workflows, data management, and system architecture to identify opportunities for improvement.

Gain actionable recommendations to enhance efficiency, reduce manual tasks, and improve overall system performance. Let’s optimize your infrastructure to empower your team and drive operational success.

Design Portfolio

Looking for design & development services?

Check out my design portfolio for examples of website and landing page development. You'll also find my collection of digital collateral - emails, CTA's, popups, and Ebooks - all designed and developed by F&FTS.