CRM Implementation


Kanban Agile


1 Month



Team Size





Consulting for a small but rapidly growing business, a CRM System was required to better manage current sales efforts that were completely manual. Zoho had been chosen but was unable to meet the needs of the organization and move to production.  I assessed their current workflow, needs and objectives. I recommended FreshSales based on my experience to provide an implementation by the original planned date.

I worked with the team of Directors and the Founder to identify all areas of integration desired. I created workflows and automation rules to reduce the number of manual processing in disparate systems, documenting and training users on the unified system. At hand-off, FreshSales was integrated  to created leads, contacts,  and related deals from contact forms, purchases, and direct email with a clear path to expansion to other sales channels.




Google Drive, Google Hangouts,
Google Sites, Trello, Zoom



WordPress, FreshSales, FreshCaller, Twilio, WooCommerce, Zapier, Calendly

Team Information

Founder and Directors in locations across Texas and Arizona. Fully remote engagement.

Crystal Larsh is a strategic leader, fierce DEI advocate, and delivery professional leading global teams out of Austin, TX. She has been working in the project and product space since 2001 and has focused on organizational design and operational improvements over the last several years. She has earned an MBA in eCommerce, a Masters in Project Management, a number of certifications (NPDP, PMP, CSM), and actively pursues opportunities for growth (DEI Blueprint, SAFe SPC training, and more). She uses her education and over 20 years of experience to help bring up the next generation, particularly women in tech.