INDUSTRY:
Tech/Investment
CLIENT:
Multiple
LOCATION:
United Kingdom
WORK:
CRM systems, workflows, automation
CRM & Automation Systems
CRM systems that support operations
Built CRM structures that kept teams organised behind the scenes.
Focus was pipeline visibility, lead movement, onboarding flow, and operational follow-through.
Most work was done in HubSpot across sales, marketing, and reporting workflows.
pipelines and automation logic.
Built and maintained pipelines used to track leads, onboarding, follow-ups, and internal progress. Kept records clean, updated statuses, and reduced gaps between teams.
Set up task automations, reminders, and workflow actions tied to different stages in the customer journey.
The goal was reducing manual work and making handoffs easier across teams.
onboarding systems.
Supported onboarding processes using forms, task flows, internal tracking, and lifecycle stages.
Helped teams stay aligned after a lead became a customer or participant.
What the client saw.
We needed someone that would help us create a system on which we could scale via sales. Caleb created the CRM system we are currently using.
He connected our lead gen landing page and help mapped out entry from different program and event touchpoint.
Davies A.
Founder & CEO of PitHub
