Start with the business risk
Architecture decisions stay tied to revenue, cost, customer experience or operating resilience—not novelty.
About CRM Harmony
Operator-led revenue operations, built around the whole system.
CRM Harmony exists to solve the friction that scales alongside growing B2B SaaS companies—across CRM architecture, marketing automation, data, integrations and reporting.
With over six years of specialized experience in B2B SaaS demand generation and marketing technology, I built CRM Harmony to solve the friction that scales alongside growing companies.
I’ve owned the marketing-operations backbone for complex global teams—consolidating fragmented platforms, managing ecosystems of more than 50 tools, building AI-native account-enrichment pipelines and aligning Marketing, RevOps and Sales.
From end-to-end CRM migrations to automated lead routing that delivers six-figure cost savings, my focus is always clarity before complexity. I don’t just consult; I build sustainable, high-performing systems your team can actually own.
How the work is led
Clarity before complexity.
Build inside the system
Strategy and hands-on execution stay connected, making recommendations practical and testable.
Leave governed ownership
Documentation, reusable logic and clear owners make the system sustainable after the engagement.
Selected outcomes
Work measured in durable operating change.
- $450K+
- Client savings delivered across two approved engagements
- 90 days
- Full Marketo-to-HubSpot rescue delivered with zero downtime
- 800K+
- Inactive records safely purged in a legacy database audit