00CRM & AUTOMATION CONSULTANT · REMOTE, WORLDWIDE

Let’s talk process first.The CRM comes after.

I help small teams turn scattered spreadsheets, half-used CRMs and manual handoffs into one system that actually runs the business. Independent, multi-platform, and allergic to software you don’t need.

WORKING IN ENGLISH, GERMAN, ARABIC

SYSTEM / LEAD FLOW
6 NODES · 5 EDGES · LIVE● RUNNING
COMPANIES I’VE WORKED WITH
  • Mission Disrupt logo
  • Lupinta logo
  • meine agentur 24 logo
  • QU Immo & Bau logo
  • Baxter House Music logo
  • ClientCircle logo
  • AI Power logo
  • Amplify logo
  • Carelend logo
  • Demicon logo
01Proof

Proof of CRM & automation experience — Track record. Not pitch-deck promises.

A snapshot of delivery volume, platform depth, and the hours spent making teams self-sufficient.

“He rebuilt our CRM in three weeks. Our AEs stopped complaining about it, which is the highest praise they give anything.”
L. MarchettiCOO, Northlane (Series A)
80+
Projects delivered

End-to-end CRM builds, automation rollouts, and ops fixes for B2B teams.

6+
Years in CRM

Building, fixing, and scaling revenue systems for startups and SMBs.

6
Platforms certified on

Close.io, Salesforce, Pipedrive, monday.com, Airtable, and Make / Zapier.

250
Live training hours

Hands-on enablement that gets sales and ops teams to self-serve faster.

02How it works

How the CRM implementation process works — Four weeks. One system. Your team owns it.

A fixed-scope engagement, not a rolling retainer. You know the deliverables, the duration and the price before we start.

  1. 01

    Map the actual business

    Week 1
    3–5 days

    I sit with founders, reps and ops to trace how a lead becomes revenue today — spreadsheets, DMs, side systems and all. No pretending the org chart is the process.

    Deliverables
    • Current-state process map
    • Data & tool inventory
    • Prioritized failure list
  2. 02

    Design the target system

    Week 2
    4–6 days

    Object model, pipeline stages, ownership rules, automations and reporting — designed on a whiteboard with your team, then written down as one source of truth.

    Deliverables
    • Target architecture doc
    • Field & stage schema
    • Automation spec sheet
  3. 03

    Build in your stack

    Weeks 2–3
    7–10 days

    I configure the CRM, wire integrations, ship the automations and migrate real data — Close.io, Attio, monday.com, Airtable, Zapier, Make. No offshore team, no hand-off.

    Deliverables
    • Configured CRM + integrations
    • Migrated & de-duped data
    • Live automations + alerts
  4. 04

    Handoff your team owns

    Week 4
    3 days

    Loom walkthroughs, a written runbook, and two weeks of async support. You end with a system your team can extend without calling me back every month.

    Deliverables
    • Runbook + Loom library
    • Two weeks async support
    • 30-day check-in call
03What you get

CRM implementation, automation, reporting & ops rescue services — Four services. One operator behind all of them.

Every engagement is scoped up-front and ships in weeks, not quarters. Pick one — or run them in sequence. You get the same operator writing the code, the docs and the training.

Discuss scopeFixed price · Fixed timeline
01Foundation

CRM implementation

A CRM your reps actually open on Monday. Object model, pipelines, stages, permissions and reporting — designed around how your team already sells.

Includes
  • Object & pipeline design
  • Stage exit criteria
  • Role-based permissions
  • Data migration + de-dupe
Works with
  • Close.io
  • Attio
  • Pipedrive
  • Salesforce
02Leverage

Automation & workflows

Replace the copy-paste tax. Lead routing, hand-offs, enrichment, follow-ups and alerts that fire without a human remembering to trigger them.

Includes
  • Lead routing rules
  • Enrichment + scoring
  • Slack / email alerts
  • Sequence orchestration
Works with
  • Zapier
  • Make
  • n8n
  • Native workflows
03Visibility

Reporting that leadership trusts

One dashboard, one source of numbers. Pipeline health, forecast, activity and ops metrics — reconciled with finance so nobody argues about the deck.

Includes
  • Pipeline & forecast views
  • Activity + capacity reports
  • Weekly digest email
  • Exec-ready dashboards
Works with
  • Native CRM
  • Metabase
  • Looker Studio
  • Sheets
04Cleanup

Ops teardown & rescue

For teams already knee-deep. I audit the current stack, kill what's not paying rent, unwind Frankenautomations and hand back a system worth extending.

Includes
  • Stack + spend audit
  • Automation untangling
  • Data hygiene pass
  • 90-day roadmap
Works with
  • Any current stack
  • Zapier / Make
  • Airtable
  • monday.com
07ABOUT
Portrait of Ahmed Essam, CRM and automation consultant.
01 / PORTRAITBERLIN · 2026
AHMED ESSAMAVAILABLE Q1
Ahmed Essam, independent CRM and automation consultant based in Berlin.

About Ahmed Essam, independent CRM & automation consultant — I’m the person you hire when the last CRM rollout didn’t stick.

I’ve spent the last six years inside CRMs — implementing, fixing, and quietly rewriting the ones other consultants shipped and disappeared from. Most of the systems I inherit aren’t broken because of the tool. They’re broken because nobody translated the business into it.

My work sits between operations, sales, and engineering. I map how deals actually move, design the shortest workflow that keeps the team honest, and then build it — usually across Close.io, monday.com, Zoho, Make, n8n, and whatever glue holds the stack together. No agency, no juniors, no reselling licenses.

One consultant. Full accountability. Systems your team will still be using in year three.

Working from
Remote · Worldwide
Working with
Teams of 5–200
Availability
1–2 engagements / month
Languages
German, English, Arabic
CERTIFIED ON
  • Close.io Solutions Partner
  • monday.com Certified
  • Zoho Authorized Partner
  • Pipedrive Expert
  • Make Certified
  • Zapier Expert
08FAQ

Frequently asked questions about CRM consulting engagements — Questions I get on
every intro call.

Short answers to the questions founders and ops leads ask before they book time. If yours isn't here, put it in the intro call.

  • Most builds ship in three to six weeks. A rescue on an existing CRM is usually two to four weeks. I scope every project against a fixed outcome, not a fixed number of hours, so you know the finish line before we start.