AI agents & assistants
Custom agents that handle real work — triage inboxes, answer customer questions, qualify leads, draft replies — wired into your tools and data.
AI automation · built with Claude Code
Put AI to work in your business.
I build custom AI automations and Salesforce systems that cut the busywork — AI agents, workflow automation, internal dashboards, and CRM that actually fits how you work. Shipped fast with Claude Code, owned by you.
- AI agents & automation
- 7× Salesforce certified
- Fast, fixed-scope builds
What I build
AI that does the work — plus the CRM behind it
Most engagements start with one painful, repetitive process and turn it into software. Here's where I spend most of my time.
Workflow automation
Connect the apps you already use and let the repetitive steps run themselves: intake, routing, follow-ups, reporting, data entry.
Internal tools & dashboards
Lightweight web apps and dashboards built for one job — track what matters, surface alerts, and give your team a single place to act.
Lead & opportunity monitoring
Automated monitoring that watches your channels and flags real opportunities the moment they appear, so nothing slips through.
Salesforce & CRM consulting
7× certifiedYears in the Salesforce ecosystem mean your AI work sits on a CRM that's actually set up correctly — not held together with workarounds.
Salesforce admin & optimization
Clean up, configure, and harden your org — objects, fields, page layouts, permissions, and the security model done right.
Flow & process automation
Bulk-safe, maintainable Salesforce Flows that automate approvals, record updates, and the handoffs your process depends on.
Agentforce & AI on Salesforce
Bring AI into your CRM — Agentforce agents, prompt templates, and automation that work with your existing Salesforce data.
How it works
Working software, fast — and it's yours
Claude Code lets me move from idea to a working build in a fraction of the usual time. That speed goes to you: faster results, lower cost, and software you own outright.
- 01
Find the bottleneck
A short working session to map where time actually goes. We pick the one process where automation pays off fastest.
- 02
Build it with Claude Code
I prototype quickly using Claude Code, so you see working software in days — not slide decks. You give feedback on the real thing.
- 03
Wire it into your tools
The automation connects to your Salesforce, email, and apps — tested for the messy real-world cases, not just the happy path.
- 04
Hand it over — you own it
You get the working system, the code, and clear docs. No lock-in, no per-seat platform tax. It runs on infrastructure you control.
Selected work
Real systems, shipped
A couple of recent builds (client names withheld for privacy).
AI command center for a busy law firm
A Michigan personal-injury and criminal-defense practice was juggling intake, cases, and new inquiries across disconnected tools.
- A single AI operations dashboard that pulls the firm’s day-to-day into one view
- An automated lead monitor that watches community channels and surfaces real legal-need posts in real time
- Built to run on the firm’s own AI key — they own the system and the spend
New inquiries get caught and routed automatically instead of being missed in busy stretches.
Rebuilt site + content engine for an education brand
A college-admissions content company needed a faster, modern site and a way to keep publishing without a heavy CMS.
- A fast, statically-built marketing site replacing a slow legacy platform
- A lightweight content workflow so new articles and videos publish without dev work
- SEO and performance baked in from the first commit
A site that loads fast, ranks better, and is cheap to run and easy to keep fresh.
Why Strategic CRM
Senior help, without the agency overhead
Strategic CRM Inc is founder-led. You work directly with the person building your system — no account managers, no junior hand-offs, no bloated retainer.
Tell me what's slowing you down- AI + Salesforce, one person
- You get someone fluent in both modern AI tooling and the CRM your business runs on — so the automation and the system of record actually fit together.
- 7× Salesforce certified
- Deep, certified platform knowledge means the foundation is solid: clean data model, sane automation, and a security setup you can trust.
- Built with Claude Code
- Specialized in agentic development with Claude Code — that’s how the builds stay fast, custom, and affordable instead of bloated and templated.
- You own everything
- No proprietary platform, no per-seat lock-in. You get the code, the docs, and a system that runs on infrastructure you control.
Get in touch
Let's automate the thing you keep doing by hand
Tell me about the process that's eating your time. I'll reply with whether it's a good fit for automation and a rough idea of scope — no pressure, no jargon.