Vexo CRM
LiveA private client CRM for a brand, focused on managing company relationships, opportunities and business operations more efficiently.
Business systems & automation
CRM & Business Automation
I organize customer relationships and repeated operational work into a system people can follow. I start with the handoffs, missing context and decisions that your current tools make difficult.
Where the friction appears
- Leads arrive through several channels and lose context during handoff.
- Follow-up relies on memory and disconnected task lists.
- Management cannot see the pipeline or the next operational action clearly.
What I can build for this scope
- Custom CRM workflows, pipelines, lead capture and lead management.
- Customer follow-up, reminders and internal handoff automation.
- Sales dashboards, reporting and operational visibility.
- System integrations and assessment-dependent ERP-related connections.
How I choose the technical approach
I map fields, ownership, access and triggers before adding automation. Existing CRM and ERP interfaces need an assessment of APIs and business rules; I do not claim established delivery on a specific ERP vendor without verification. Private client records remain outside public examples.
- Inputs and permissions
- Workflow and decisions
- Useful output and review
How I deliver the work
I map the current pipeline, define record ownership and next actions, build a representative workflow with sanitized data, then test transitions, permissions and reporting before agreeing a rollout.
Relevant work and its actual stage
Vexo CRM is live private client work with a deliberately sanitized portfolio description. ScoutFlow is a prototype that structures player records and transfer stages. Neither reference exposes confidential customer records.
ScoutFlow
PrototypeA football transfer and scouting CRM designed to manage players through a structured transfer pipeline.
Practical questions
Must I replace my existing CRM?
No. I first inspect what already works and where the handoffs fail. The useful scope may be a connected form, a reporting view or a small automation around your current system.
How are private records handled during development?
I agree access and data-handling boundaries before implementation and use sanitized examples where possible. Production access, retention and migration requirements are scoped explicitly.
What testing and documentation are included?
I agree checks with the scope: key user journeys, data transitions, failure handling and relevant accessibility or device behavior. Handover documentation covers the agreed setup and operating needs; maintenance is scoped separately.
Start a Project
Tell me what needs to work.
Share the problem, existing systems and the outcome you need. I will use the details to assess fit and scope.