CRM Consulting & Implementation
CRM systems that work the way your business does.
Setup, cleanup, automation and ongoing support for small businesses and growing sales teams, handled behind the scenes.
Common challenges
When your CRM isn't working for you.
Most teams don't need a new CRM. They need the one they have set up properly.
Duplicate contacts and messy data no one trusts
Reports that don't match what's really happening
Hours lost to manual data entry and follow-ups
Fields, stages and layouts no one remembers adding
Tools that don't talk to each other
A system so cluttered your team avoids using it
Services
Everything your CRM needs, in one place.
Whether you're starting fresh or untangling years of workarounds, I'll meet your system where it is and leave it better than I found it.
Setup & Implementation
A CRM built around how you actually sell and serve customers.
- Modules, fields, layouts and pipelines
- Users, roles and permissions
- Data import and migration
Cleanup & Optimization
Turn a cluttered system into one your team trusts again.
- Duplicate merging and data cleanup
- Retire unused fields and broken processes
- Reports and dashboards that make sense
Automation & Workflows
Less manual work and fewer things falling through the cracks.
- Workflow rules, blueprints and approvals
- Custom functions and scripting
- Integrations with the tools you already use
Ongoing Support & Admin
Your behind-the-scenes CRM admin, keeping everything running smoothly.
- Fixes, updates and change requests
- System health checks and data upkeep
- Monthly retainers for continued improvements
Automation
Automation that runs in the background.
The best CRMs run quietly in the background. Leads get routed, follow-ups get scheduled and your team gets notified, without anyone having to remember.
- Automatic lead assignment and follow-up tasks
- Guided processes so every deal follows the same steps
- Email, forms and other tools syncing into one record
- Dashboards that update themselves
How it works
A clear process, start to finish.
Discover
We talk through your goals, your team and what's not working. I review your current setup and map out a clear plan, scope and timeline.
Build
I set up, clean up or automate your CRM, with regular check-ins so you always know where things stand. No surprises.
Support
I hand off a working system with clear documentation, then stay on behind the scenes for support and improvements as your business grows.
Platform-agnostic
I work in the CRM you already use, whether that's Zoho, HubSpot, Salesforce or another platform. No need to switch tools to get things working.
Who I work with
For teams that have outgrown spreadsheets and workarounds.
Small businesses
Owners and small teams ready to get organized and stop tracking customers in five different places.
Growing sales teams
Teams scaling their pipeline who need clean data, clear stages and reporting leadership can rely on.
Professional services
Agencies, consultancies and service firms that run on client relationships, referrals and follow-ups.
About
Hi, I'm Emily.
For more than five years, I've worked hands-on in CRMs every day: building pipelines, writing automations, cleaning up data and making sure the systems teams rely on actually work.
I hold an MBA and approach every project with the bigger picture in mind, so each field, workflow and report supports how your business sells, serves customers and grows.
I started Amset Operations to bring that experience to businesses that need a CRM expert without hiring a full-time admin. You'll work directly with me, from the first call to the finished system.
FAQ
Frequently asked questions
Do I need to switch CRMs?
Usually not. Most problems come from how a CRM is set up, not the CRM itself. I'll help you get the most out of what you already have, and if a switch truly makes sense, I'll help you plan and migrate.
How do projects work?
Most work is either a defined project (like a new setup or a cleanup) or an ongoing monthly retainer for support and improvements. After our first conversation, I'll send a clear scope and quote so you know exactly what to expect.
Do you work with teams outside Los Angeles?
Yes. Everything can be done remotely, so I work with teams anywhere in the U.S.
How involved do I need to be?
Not much. I work behind the scenes: after we agree on the plan, I handle the build and check in at key milestones for your input and approval. You get clear documentation of what was set up.
What if I'm not sure what I need?
That's completely normal. Reach out through the contact options below and tell me what's frustrating you, and I'll help you figure out the right next step.
Contact
Let's talk about your CRM.
Choose whatever's easiest for you. I'll get back to you within one business day.