Jonathan Planchot

Do you not have a CRM yet and are hesitating between an all-in-one tool and a system tailored to your sales process?

Do you have a CRM in place, but it doesn't communicate with your other tools?

Or do you want to leverage artificial intelligence to improve, analyze, and streamline your sales processes but don't know where to start?

I can help you with these three areas:

🎯 No CRM, or a CRM that doesn't quite fit:

I build a complete custom CRM in Airtable: pipeline, portfolio tracking, sales reporting, dashboards, and automated alerts.

🔄 Existing CRM, but disconnected:

I connect your CRM to your billing, prospecting, or other tools via Make and n8n: consolidated reporting, automatic data transfer, automatic follow-ups, alerts on stagnant opportunities.

🧠 Leveraging AI for complex sales tasks:

Inbound lead qualification, sales proposal and report generation, call transcript analysis, data extraction from documents.

Why me?

I spent 7 years as a B2B salesperson in environments with very different practices: from a pipeline managed on a simple Excel file to a tool as comprehensive as HubSpot. And I learned one thing: the tool isn't everything; it needs to be adapted to your processes, your culture, and your business. It was by discovering the power and adaptability of No-Code, automation, and AI tools that I wanted to put my skills to work for teams looking to build a system that fits their sales cycle and increases the performance of their sales processes.

Have a CRM, automation, or AI integration project in mind? Propose it to me and let's discuss it.

Prefer to chat first and move forward with your thinking? Contact me on LinkedIn.