Vexo CRM
LiveA private client CRM for a brand, focused on managing company relationships, opportunities and business operations more efficiently.
Business systems & automation
Sales Technology & Lead Generation Systems
I connect commercial experience with practical software for prospect research, relationship management and follow-up. I focus on making the next action clear and keeping the evidence behind it accessible.
Where the friction appears
- Prospect research and account context are scattered across tools.
- Sales follow-up is difficult to coordinate and report.
- Acquisition processes lack a clear route from research to qualified action.
What I can build for this scope
- B2B workflows, lead management and prospect research systems.
- CRM design, sales reporting and commercial dashboards.
- Follow-up workflows and acquisition infrastructure with clear ownership.
- Connected account context, opportunity scoring and operational handoffs.
How I choose the technical approach
I define qualification criteria, source provenance and the handoff between research and outreach. Integrations and automation must respect platform rules and the agreed data boundaries. A system can support sales execution; it cannot promise leads or revenue.
How I deliver the work
I map the acquisition workflow, agree the record model and qualification logic, build the research-to-follow-up path, then test reporting and exception handling with representative records.
Relevant work and its actual stage
Vexo CRM provides private client-system evidence. SignalScout is a social-intelligence prototype. My documented commercial experience includes full-cycle sales, lead generation, account development and high-ticket conversations; no lead or revenue result is promised here.
SignalScout
PrototypeA social intelligence and engagement system designed to identify promising conversations, score opportunities and help create better responses for X/Twitter growth.
Practical questions
Will the system generate leads automatically?
The scope can include discovery, organization and scoring, but usefulness depends on data quality, targeting and human decisions. I agree the workflow and evaluation criteria without promising a lead volume.
Can this work with my existing sales process?
Yes, subject to reviewing your current fields, ownership and tool access. A focused connection between research, CRM and reporting may be more useful than replacing the entire process.
What testing and documentation are included?
I agree checks with the scope: key user journeys, data transitions, failure handling and relevant accessibility or device behavior. Handover documentation covers the agreed setup and operating needs; maintenance is scoped separately.
Start a Project
Tell me what needs to work.
Share the problem, existing systems and the outcome you need. I will use the details to assess fit and scope.