I help service businesses turn scattered sales, operations, and client-delivery work into clear CRM, workflow automation, integration, dashboard, and AI systems.
I lead CompanyConnect.Tech, a business-systems consultancy serving clients worldwide from Johannesburg, South Africa and Austin, Texas. As a monday.com partner, I design practical systems that help teams follow up consistently, eliminate repetitive work, connect the tools they already use, and gain reliable operational visibility.
| Capability | What it means for your business |
|---|---|
| CRM and revenue operations | Lead capture, ownership, follow-up, pipeline visibility, and handoffs that prevent opportunities from slipping through the cracks |
| Workflow automation | Reliable workflows for repetitive admin, approvals, notifications, onboarding, quoting, invoicing, and internal coordination |
| Integrations and APIs | Connected CRM, finance, communication, project, form, and data systems so your team does not need to re-enter information |
| Dashboards and reporting | Practical management views that surface sales, delivery, workload, and performance information in real time |
| AI-enabled operations | Safe, useful AI for documents, lead qualification, support, internal knowledge, reporting, and other judgement-heavy work |
I work with platforms including monday.com, Make, Zapier, HubSpot, Zoho, Salesforce, QuickBooks, Xero, Google Workspace, Microsoft 365, Airtable, Notion, n8n, OpenAI, Claude, and custom APIs.
| If you need… | Recommended next step |
|---|---|
| A clear roadmap before committing to a build | AI Business Audit — a paid assessment of tools, workflows, data flow, manual work, and highest-value opportunities |
| A focused sales, intake, CRM, or workflow improvement | Foundation CRM — a defined build with core automation, training, and launch support |
| A connected system across sales, delivery, reporting, and tools | Revenue & Operations System — a phased multi-team implementation with integrations and dashboards |
| AI, custom logic, private AI, or advanced integrations | AI-Enabled Operations — a production-ready system with safeguards and ongoing optimisation options |
| An existing system that needs continual improvement | Ongoing Optimisation — scoped support for system performance, new use cases, governance, and team enablement |
The CompanyConnect Systems Portfolio explains the operational problems we solve, the delivery patterns we use, the implementation process, and the engagement path in more depth. It contains client-safe examples only; client data, credentials, live configurations, and confidential operating detail are never published.
For technical buyers, the CompanyConnect Engineering Hub connects public architecture, security, trust, and answer content to inspectable source repositories. The Operations Blueprint is the flagship client-safe reference system: a runnable TypeScript lifecycle demonstrating synthetic lead intake, qualification, CRM-style opportunity, quote, approval, onboarding, invoice trigger, support, KPIs, audit events, tests, CI, CodeQL, and explicit production boundaries.
The systems I design are built to create measurable improvement, such as faster lead response, stronger follow-up discipline, fewer manual handoffs, lower data re-entry, more reliable reporting, and clearer ownership. The implementation process starts with the business problem and ends with training, documentation, and a measurable improvement loop—not a one-off technical setup.
- Discover the bottleneck. Map the current process, tools, data, handoffs, and the outcome worth improving.
- Design around your team. Define the future workflow, ownership, safeguards, system roles, and success measures.
- Build and test. Configure the CRM, automation, integrations, dashboards, or AI capability with appropriate exception handling.
- Launch and enable. Train your team, hand over documentation, and support adoption.
- Measure and improve. Review performance and prioritise the next opportunity as the business changes.
If your team is losing time to inconsistent follow-up, disconnected tools, manual operations, or reporting uncertainty, I would be glad to help identify the highest-value fix.
Book a free strategy call →
Explore CompanyConnect.Tech →
View service packages →
Connect on LinkedIn →
Email: letsconnect@companyconnect.tech
Business: CompanyConnect.Tech
Based in: Johannesburg, South Africa and Austin, Texas; serving clients worldwide