CRM expertise, sharpened by AI.
Twenty years helping small and medium businesses get real, measurable value from their CRM — across both HubSpot and Salesforce. Now combined with AI to build tailored solutions faster, more flexibly, and more cost-effectively than conventional automation.
Most small and medium businesses have a CRM that's underused, badly fitted to how they really operate, or quietly costing them opportunities. I've spent two decades fixing exactly that — bringing together senior management experience, stakeholder engagement at every level, and hands-on solution development that meets the actual needs of the business.
The difference now is AI. Working alongside tools like Claude, I can prototype and ship custom logic, automations, and small internal tools in a fraction of the usual time — delivering results that are more tailored, and more affordable, than a conventional platform build.
Practical CRM work, end to end.
From the strategy conversation through to the code that runs your day-to-day.
CRM strategy & stakeholder alignment
Getting the right people in the room, agreeing what good looks like, and shaping a CRM that fits how your business really runs.
Hands-on implementation
Configuration, migration, and build across both HubSpot and Salesforce — done properly, not just switched on and left.
Automation & process design
Mapping how work actually flows, then building the workflows, integrations, and logic that remove the manual grind.
AI-powered solutions
Custom tools and automations built with AI — delivering tailored results more cost-effectively and flexibly than off-the-shelf approaches.
Real problems, solved.
A couple of examples — clients kept anonymous, the outcomes very real.
From spreadsheets & WhatsApp to a system that runs itself
A hire business for film and events was tracking jobs across spreadsheets and messaging apps. We moved the whole operation onto structured HubSpot workflows.
- Quoting and job tracking unified in one place
- End-to-end visibility of every hire, from enquiry to return
- An image-recognition tool that matches product photos to stock automatically
Knowing which marketing actually makes money
A car finance business needed to understand where real revenue came from, and stop deals stalling. We built the attribution and automation to make both visible.
- Lead-source attribution tying revenue back to the channels that earn it
- Invoice and workflow automation across the deal lifecycle
- Stage tracking with business-hours SLA timers that flag deals overstaying their welcome
Custom-fit, without the wait.
These problems were always solvable. What's changed is how quickly and cheaply I can get there. Instead of waiting months for a big platform build, I use AI to write and adapt code alongside me — shipping custom logic, automations, and small tools in days.
You get the tailored fit of a bespoke solution, at a speed and cost that used to be out of reach for a business your size.
Let's talk about your CRM.
Whether you've been referred or you've just found me, drop a line about what you're trying to fix or improve. I'll come back to you personally — no sales machine.
hello@rivalogix.comPrefer email? That address works just as well — the form simply lands in the same inbox.