Clare

Clare - CRM & Systems Project Support

Making complex systems feel simple, usable and fit for real business life

Clare brings calm, clarity and structure to businesses that feel weighed down by clunky systems and overcomplicated processes. With a background leading large-scale sales, technology and change projects, she now applies that same big-project thinking to small-business environments - in a way that’s practical, affordable and immediately useful. Clare is known for getting stuck in, cutting through noise and delivering systems that genuinely make work feel lighter. She understands the constant juggle of running a business, so her focus is always on smart, incremental changes that improve flow without disrupting day-to-day operations.

Key Areas of Support

• CRM setup, configuration and optimisation
• CRM migration from legacy or unsuitable systems
• Monday.com implementation, automation and integration
• Capsule CRM configuration and support
• Systems mapping and process improvement
• Dashboard creation and reporting visibility
• Workflow design to support sales and service delivery
• Technology implementation and user adoption support
• Stakeholder coordination during systems change

Real-World Experience

Clare has led and delivered complex systems and technology projects across education, charity and service-led environments, often working with senior stakeholders and overstretched teams. She has successfully managed the rollout of new case management and CRM systems to replace legacy databases, ensuring solutions were user-friendly and accessible - even for less tech-confident users. Her experience includes supporting a state-funded primary school with compliance, systems and community communication improvements, as well as driving technology implementation across multiple teams within a major musicians’ charity under exceptionally tight timelines. Clare is particularly trusted for delivering under pressure, managing competing priorities and ensuring systems are adopted - not just installed.

What Clare’s Known For

Clients describe Clare as:

• Practical - she focuses on what will actually work in real business conditions
• Clear-headed - able to simplify complex systems without oversimplifying
• Reliable - follows projects through end-to-end with care and consistency
• Approachable - makes systems feel accessible rather than intimidating

Her strength lies in combining senior-level project experience with hands-on systems support, making her a safe pair of hands for businesses navigating change.

Ideal Clients

Clare is a strong fit for:

• Small businesses outgrowing their current CRM
• Service-based businesses needing clearer systems and workflows
• Organisations moving from spreadsheets or legacy systems
• Business owners who want visibility, structure and smoother operations

How Clare Supports My Freelance Admin Clients

Clare delivers CRM and systems projects designed to bring order, visibility and efficiency into growing businesses. A recent example includes supporting a landscaping business to move from an unsuitable CRM into a fully integrated Monday.com system. The result was a single, joined-up platform for managing enquiries, projects, maintenance contracts, vehicle fleets and sales performance - all visible through clear dashboards and supported by smart automations that reduce manual effort.

Everything Clare delivers is focused on making systems work properly for the people using them - saving time, reducing friction and supporting better decision-making.

Read more about our CRM Packages, here.

Ready to Work with Clare?

If your business needs practical CRM or systems support delivered with clarity, care and real-world understanding, Clare is a strong fit. She brings structure without overwhelm and delivers solutions that help your business run more smoothly - day one and long term. Get in touch to find out more.

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