CRM + SOFTWARE ORGANIZATION

We Organize & Set Up:

Contacts & CRM Systems

• Organize client records and leads

• Remove duplicates, outdated info, inactive clients

• Standardize tags, pipelines, and statuses

• Works with platforms like Notion, Airtable, HubSpot, ClickUp, HoneyBook, etc.

Client & Project Documents

• Organize proposals, invoices, contracts, PDFs, forms

• Name and folder files in a consistent structure

• Set up access levels for team or client viewing

Forms, Signing & Platforms (Workflow Tools):

• DocuSign, PDF Filler, ZipForms, Google Forms, medical or legal platforms

• Organize templates, autofill settings, file storage, and signed document backups

Optional Financial System Add-On:

• QuickBooks or Wave setup or clean-up

• Expense categories, receipt folders, chart of accounts

• Export-ready file structure for bookkeeping or taxes