A forced CRM migration that turned into a software business.
The problem was a deadline. The opportunity was hiding in the platform we picked to solve it.
The situation
Our contact database sat in an enterprise CRM environment that had become too expensive and cumbersome for what we needed. I had about a month to find something better and move everyone onto it.
What I did
I recommended a CRM and marketing automation platform that solved our internal problem and also opened a software opportunity nobody had asked for. I ultimately took ownership of the platform: architecture, pipelines, automation, billing, onboarding and support.
Where it landed
The software offering became part of the membership model and now serves hundreds of customer accounts, with recognition from the platform for sales volume. I still run it.





