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    What is CRM and workflow support?

    CRM cleanup and organization, pipelines and follow-up tracking, workflow and automation repairs, forms and connected tools, campaign setup and maintenance, help desk support for the people using your platform, and documentation your team can use. I work in GoHighLevel, HubSpot, Keap and ActiveCampaign. I start by understanding the affected process, then review the system supporting it. You do not need to diagnose the technical problem before getting in touch.

    When your systems create more work.

    Your team needs to know where a client stands, what has happened and who needs to act next. Incomplete records, unclear pipeline stages and broken automations make those everyday responsibilities harder to manage. You may be noticing that:

    • Customer information is duplicated or spread across different tools.
    • Inquiries arrive, but the expected follow-up does not happen.
    • Your team is not sure what particular tags, fields or campaigns do.
    • Onboarding requires repeated copying and pasting.
    • Reports do not match the records your team is working from.
    • A previous employee or contractor left without documenting the setup.
    • Support requests from your GoHighLevel users arrive faster than your team can answer them.
    • Work from another developer or vendor goes live without anyone checking it first.

    What I can help with.

    CRM cleanup and organization

    I help make customer records easier to understand and maintain. I review duplicate contacts, inconsistent fields, overlapping tags and outdated information. Before merging or removing anything, I check how the records are used and agree on the cleanup approach.

    Pipelines and follow-up tracking

    I help your team see where work stands. I organize pipeline stages, statuses and follow-up tasks around your actual process. We define what each stage means, what information is required and who is responsible for the next step.

    Workflow and automation repairs

    I find out why an expected action is not happening. I trace triggers, conditions and connected steps to locate the issue. This can include missing follow-up, incorrect tagging, failed handoffs or onboarding that does not start as expected.

    Forms and connected tools

    I make sure information reaches the right place. I review how forms, booking tools and other platforms pass information into your CRM. I check field mapping and the actions that should follow, then make and test the changes included in your scope.

    Campaign setup and maintenance

    I put your approved messages into a working process. I build or update agreed sequences, organize audience segments and configure timing and conditions. You provide the approved messaging, and I handle the setup and workflow checks.

    GoHighLevel setup and support

    I build and fix the parts of GoHighLevel your business depends on. I work on workflows, pipelines, calendars, forms, custom fields, dashboards and snapshots, in one account or across many sub-accounts, and test each change before it goes live.

    Help desk support for your users

    For agencies and SaaS platforms built on GoHighLevel. I answer support requests from your users, troubleshoot their accounts, and write help articles for the questions that keep coming back, so your team is not answering them one by one.

    Quality checks and vendor handovers

    I check work before your users see it. I review builds by other developers and vendors, test workflows in a sandbox account, and write down what needs fixing and who owns it.

    Phone numbers and texting setup

    I help get calls and texts working. I prepare and submit texting registration (A2P 10DLC) and number ports, compare them against what the carrier needs, and follow up when they stall.

    Documentation and handover

    I give your team a reference they can use. Depending on the project, documentation can include field definitions, a tag dictionary, a campaign map, integration notes and maintenance instructions. The aim is to make the setup understandable to the people using it every day.

    Platforms I work with.

    My CRM experience includes GoHighLevel, HubSpot, Keap and Infusionsoft, and ActiveCampaign, alongside Airtable and connected business tools. I also work with Zapier, Make and native integrations to support information sharing and recurring workflows. We confirm what is possible in your particular platform and account before agreeing on implementation.

    CRMs

    • GoHighLevel
    • HubSpot
    • Keap and Keap Max Classic
    • Infusionsoft
    • ActiveCampaign

    Data, forms and bookings

    • Airtable
    • Google Sheets
    • Web forms
    • Booking tools

    Automation

    • Zapier
    • Make
    • Native integrations and webhooks

    What a project can include

    Depending on the scope we agree.

    • A cleanup approach agreed before anything is merged or removed, based on how the records are used
    • Pipeline stages and statuses defined around your process, with the information and owner each step needs
    • Automations traced from trigger to outcome, with the missing or broken step repaired and tested
    • Form and booking tool field mapping checked, with the actions that should follow confirmed
    • Campaigns built or updated from your approved copy, with segments, timing and conditions configured
    • Documentation: field definitions, a tag dictionary, a campaign map, integration notes and maintenance instructions
    • Support requests from your users answered and tracked, with help articles for repeat questions
    • Changes tested in a sandbox or test account before they reach live users

    Related work.

    Lionheart Coaching Academy: campaign attribution in ActiveCampaign

    A reusable process to capture campaign information from Squarespace forms in ActiveCampaign. It shows how I connect data capture with the records a business needs to understand its inquiries.

    Wellness practice: full client journey on Ivorey

    Lead capture, contracts, intake forms, payments, and a documented automation map for the founder to maintain herself.

    Course creator: Google Sheets sync

    One Apps Script kept a lead tracker in sync across three platforms, with no manual data entry after launch.

    Technical support connected to everyday operations.

    My background began in telecommunications technical support and expanded into customer success, administration and operations. That experience helps me look beyond an individual system setting. I consider what your team is trying to complete, what information they need and how a technical issue affects the wider process.

    For example, client onboarding may involve a form, a CRM record, a confirmation email, a meeting and an internal handover. I can help manage those connected steps within our agreed scope, reducing the need to coordinate several people for closely related work.

    GoHighLevel support, HubSpot cleanup, and Keap and Infusionsoft work each have their own page with more detail.

    Get a free CRM and workflow audit Watch an automation I built, step by step GoHighLevel technical support HubSpot CRM cleanup and reporting Explore my Keap and Infusionsoft support More about my background

    Choose a starting point.

    A focused project

    For a CRM cleanup, workflow repair, campaign setup, integration or migration review with a defined scope.

    Ongoing CRM support

    For regular maintenance, record management, workflow updates and troubleshooting as part of your administrative and operations support arrangement.

    See ways to work together

    How we approach the work.

    1. 01

      Understand the process

      Tell me what should happen, what is happening instead and which tools are involved. We identify the workflow and records that need review.

    2. 02

      Review and prioritize

      I investigate the agreed areas, document findings and recommend an order of work. We confirm the scope and cost of any implementation before proceeding.

    3. 03

      Make and test the changes

      I review dependencies before editing, preserve relevant information where the platform allows and test the affected steps. If a change involves a live process, we agree on how it will be introduced.

    4. 04

      Document and maintain

      I record the changes, explain any remaining issues and provide the agreed handover materials. Ongoing support can cover scheduled checks, troubleshooting and updates.

    CRM and automation case studies.

    Ongoing GoHighLevel Technical Support for SaaS Platforms

    Help articles, reporting fixes, vendor handovers, sandbox tests, stalled ports and HIPAA setup for SaaS platforms and agencies on GoHighLevel.

    Read case study

    Capturing Campaign Information in ActiveCampaign

    For Lionheart Coaching Academy, I connected campaign tracking across Squarespace forms and ActiveCampaign so registration records could retain their source information.

    Read case study

    Building an Organized Client Journey in Ivorey

    I configured pipelines and connected booking, contracts, payments and welcome messages for a wellness practice.

    Read case study

    Setting Up Email Delivery for a Coaching Programme

    For Nutrient Dense Life, I organized course drafts into a branded email sequence and configured the delivery workflow.

    Read case study

    CRM and automation guides

    What does a CRM consultant do?

    A clear look at CRM audits, cleanup, implementation, automation and the work a consultant should document.

    Read the guide

    How to audit a Keap automation

    A structured review of campaigns, tags, goals and follow-up before broken logic reaches more contacts.

    Read the guide

    Zapier automations for course creators

    Practical connections for enrolment, onboarding, tagging and student delivery across course-business tools.

    Read the guide

    Common questions

    CRM & Workflow Support FAQ

    Rellatech provides Keap and Infusionsoft consulting from Moncton, New Brunswick, including account audits, campaign and tag cleanup, integration repairs and documentation. I work with small businesses across Canada and the US.

    Yes, I audit your campaigns, tags and integrations, fix what is broken and document how each workflow runs so your team can maintain it.

    GoHighLevel, HubSpot, Keap and Keap Max Classic (Infusionsoft), and ActiveCampaign, with Zapier and Make for connecting other tools.

    Yes. I build and fix workflows, pipelines, calendars, forms, dashboards and snapshots, and I can work across many sub-accounts. I test changes before they go live and write down what I changed. The GoHighLevel support page has the full scope.

    Yes. For agencies and SaaS platforms built on GoHighLevel, I answer user support requests, troubleshoot their accounts, pass on anything that needs your developer, and write help articles for common questions.

    Yes. I prepare and submit the registration or port, check it against what the carrier needs, and follow up if it stalls. The carrier makes the final decision. Texting registration usually takes about a week, and a port two to three weeks.

    Yes. I review and test the build, ideally in a sandbox account, and send a list of what works, what does not and what needs fixing before it reaches your users.

    Yes, I connect tools like Kajabi, Teachable, Acuity Scheduling and PayPal to Keap so tags, emails and payments update automatically.

    Most cleanups take one to two weeks, depending on the size of the account. I confirm scope after a free review call.

    Yes. We can start with a scoped review to understand the affected records, workflows and integrations. The findings guide what to fix and in what order.

    Yes. I review the existing setup and available documentation, then trace how the relevant process works. Missing information or access requirements are identified during that review.

    That should depend on what the review reveals. I begin with your current setup and assess whether it can support the process you need.

    Yes. A migration needs a defined scope covering the records, workflows and integrations involved. We agree on the mapping, testing and cutover approach before moving the live process.

    This service covers implementing approved copy, organizing segments and configuring the workflow. You or your copywriter provide the messaging for the campaign.

    Yes. Your support arrangement can include maintaining records, tracking follow-ups and coordinating onboarding alongside the technical work. We define those responsibilities together.

    Other ways I support businesses

    GoHighLevel Support

    Help desk replies, workflow and reporting fixes, vendor handovers and ports for agencies and SaaS platforms.

    Explore GoHighLevel Support

    HubSpot CRM Cleanup

    Records, pipeline stages and dashboards in HubSpot cleaned up and kept current.

    Explore HubSpot CRM Cleanup

    GoHighLevel vs Keap

    How the two platforms compare for small businesses, and when each one is the better fit.

    Explore GoHighLevel vs Keap

    Keap & Infusionsoft Consultant

    Cleanup, campaign repairs, integrations and documentation for Keap and Keap Max Classic accounts.

    Explore Keap & Infusionsoft Consultant

    Keap Max Classic Integrations

    Teachable, Wufoo, Zoom, OnceHub, webhooks and other tools connected to Keap.

    Explore Keap Max Classic Integrations

    Keap vs HubSpot vs ActiveCampaign

    Compare the three platforms before committing to a cleanup, migration or rebuild.

    Explore Keap vs HubSpot vs ActiveCampaign

    Operations Support

    SOPs, project coordination, vendor and client follow-ups, and recurring process ownership.

    Explore Operations Support

    Administrative Support

    I handle your inbox, calendar, documents, trackers and client follow-up.

    Explore Administrative Support

    Tell me where the process is getting stuck.

    Share the CRM you use, the tools connected to it and an example of what is not working as expected. You can book a free call at a time that suits you, and we will go through it on the call.

    Book a free call

    The booking page shows my available times, so you can choose one straight away. If you would rather write first, send a message through the contact page and I will reply within one business day.

    Tell me what you need help with, and I will suggest where to start.

    Book a free call

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