CRM Architecture

I design CRM systems from the schema up — object models, field hierarchies, lifecycle rules, automation maps, and governance layers that make your CRM an asset instead of a liability.

Most firms have a CRM. Fewer have one that turns website visitors into qualified consultations. Even fewer can tell you which channels actually produce revenue. That's where I come in.

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Features

Object Model

Design the entity relationships that reflect how your business actually works.

Field Schema

Clean field design with naming conventions, picklist values, and validation rules.

Lifecycle Rules

Automated stage transitions, SLA timers, and qualification logic.

Automation Map

Document every workflow, sequence, and trigger so nothing is invisible.

Governance Layer

Permissions, audit trails, and change management processes.

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CRM Implementation

I design and build CRM systems that work for your firm — not against it. Whether you're on HubSpot, Salesforce, or need something custom, I structure your data model so leads flow cleanly from first touch to signed engagement.

Conversion Rate Optimisation

Your website gets traffic but enquiries are flat? I audit your conversion paths, test improvements, and implement changes that measurably increase the percentage of visitors who become leads.

Data Flow & Attribution

I build the tracking and attribution infrastructure so you can answer the question that matters: "Which marketing spend actually produces fee-paying clients?"

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The Problem I Solve Most Often

A professional services firm spends time and money on marketing. Leads come in. But:

• Unqualified leads waste hours of fee-earner time on consultations that go nowhere
• No one knows which channel works because there's no proper attribution
• The CRM is a mess — contacts are duplicated, stages are meaningless, and no one trusts the data

I've seen this pattern hundreds of times. I fix it.

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Who This Is For

• Companies whose CRM has become a mess of duplicate fields and broken automations
• Teams migrating between CRM platforms
• RevOps teams who need a clean architectural foundation

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Related Solutions

• Model CRM — CRM data architecture and schema design from the ground up
• Fix Routing — Repair lead routing for CRM and revenue systems
• Audit Pipeline — Diagnose pipeline leakage and conversion gaps

Related Use Cases

• For RevOps Teams — Fix routing, track health, and improve reporting
• For Sales Teams — Define stages, clarify handoffs, and reduce waste
• For Marketing Teams — CRM data that supports attribution and conversion

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Ready to Fix Your CRM?

→ Book a Consultation and let's talk about what's broken.

Or email directly: tim@hiretimothysolomon.com