No more lost deals

You're struggling to find a CRM that works for you.

Your business has unique needs. An out-of-the-box solution isn't set to cover them.

While you're pushing this to the bottom of your priority list, information continues to live scattered across inboxes, spreadsheets and outdated databases.

So you keep losing deals, not being on top of follow ups and not leveraging AI-automated workflows to capitalise on interest signals.

This stands in the way of growing your business.

Fix my CRM

A drawing of a paper plane, that represents your message reaching your audience

Why your CRM isn't working for you

No time

You need stuff done fast. Nobody in your team has the time to figure out how it works.

Lack of tailoring

You have an out-of-the-box solution that is not tailored to your business needs and how your team works day-to-day.

Nobody uses it

You are paying for a powerful tool, but your team is not using it, so the information in it is not up-to-date and usable.

Our process

01. Understanding your Needs

We run interviews with each of your team members to understand their daily workflow and how your CRM can enable them to do their work faster

02. CRM Set-up

We set-up from scratch or configure your existing CRM according to your needs.
We map your new data structure, lists, and reports, that form the basis of your CRM.

03. Data Cleaning & Migration

We dedupe, merge, and restructure your data set so you have a clean, and usable database. If you have multiple sources of data (i.e. old databases, or spreadsheets) we tag it appropriately before migrating.

04. Automations & Integrations

We create AI-powered workflows to keep everything in sync and make your daily work easier. We integrate your CRM with your tech-stack and other useful apps you may not be aware of.

05. Training

We create 'how-to' videos that are specific to your team's needs. Then deliver a document with each team member's routiine, that enables them to start using your CRM from day 1.

06. Ongoing Support

We give you all the tools to use your CRM on your own if you prefer, but you don't have to do it alone. We offer ongoing support through our retainer, for ad-hoc requests and complex tasks.

Get to a single source of truth

CRM Client testimonial

Photo of client who gave the CRM set up testimonial to Matterra

“Ellie was really supportive and willing to breakdown and understand how we work and what are the needs behind our processes and find ways to fine tune them to increase the team's efficiency. Her video tutorials were really helpful, since she made it easy to familiarise ourselves with the platform and have an accessible way to train ourselves. Definitely a fresh pair of eyes to declutter some processes and make our daily routines less complicated.”

Nikol Konstantaropoulou, Legal & Policy, lomarlabs

What makes our approach different

Marketing Automation Expertise

We specialise in CRM infrastructure, Lifecycle Automation, and RevOps. We bring 13 years of hands-on experience building systems that save time and generate revenue, having set up and migrated CRMs for 10+ clients.

Tech-stack Agnostic

We know your tech-stack well: Attio, Hubspot, Pipedrive, Monday, Mailchimp, Klaviyo, Slack, Teams, Gmail, Outlook, and more. We know how to make them work together to make your life easier.

Founder Mindset

We are marketing experts, but we are also founders, so we can empathise with all different use cases. We like creating solutions that are easy to use, so you can focus on what really matters.

lomarlabs

A team of 5, working at the intersection of mentoring and investing in start-ups, signed up to Attio, but were unsure how to leverage it. They had no time to figure it out, as their operations ran in silos and the business lacked a single source of truth.
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What we did
- Designed a clean Attio set-up, including data architecture, views, lists, and reports, that worked for each team member’s use case.
- Audited, deduped and cleaned existing data set.
- Migrated data from another platform.
- Built automations and integrated key apps to create operational efficiencies and minimise manual work.
- Created training videos library and daily routine document to enable adoption.
- Created rules for data input to maintain a clean database going forward.
- Supporting the team on an ongoing basis.

Results
✔ 0 deals lost because of lack of follow-up.
✔ A single source of truth.
✔ A fully operational CRM tailored to each team member’s needs.
✔ Video tutorials ready to share with new hires.
✔ A team empowered to use Attio day-to-day.

Words from happy clients.

Ellie is a strong, results-driven marketing leader who delivers a real business impact. Throughout my time working with Ellie, she has been always enthusiastic about leveraging data to come up with creative hypotheses, test them out, and continue to improve through iteration.

Seijin Jung, VP of Growth at Abound

Ellie defines consultant – always leading our team with new ideas and approaches. Her focus on data allows us to ground our decision-making and guide our next steps thoughtfully.

Claire O'Hare, Founder of Livewell Design

Ellie is exceptionally analytical, detail-oriented, proactive in testing & learning new initiatives, and is the reason why my brand currently has such a loyal, engaged audience with high % repeat customers to improve LTV. My business would not be as sustainable and healthy as it is today without all [of Ellie’s] hard work. AND she's an absolute pleasure to work with, it's like she's a unicorn!

Rex Chou, Founder and GM of Ghost Democracy

Ellie did not only improve our engagement, she learned about how our product fits into people's lives. She worked closely with the UX team on mapping the customer journey and even collaborated with the engineering team on optimising the onboarding process, which increased the % of successful onboards. She did such a great job, and I can't recommend her enough.

Nick Robert, Head of Brand at Humane (acquired by HP)

Ellie was fantastic. Delivered on everything, drove improved revenue on flows immediately, and set us up for long-term success on deliverability best practices.

Scott Morris, Founder & CEO, Roshambo Eyewear

Are we a good match?

Share your goals and we'll discuss how we can help you grow.

Get in touch

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