CRM & Email
One record, one system, one place the truth lives.
Membership, contacts, dues, lifecycle email, and the automations that carry them.
The hard part is rarely the platform — it is the record. What counts as a contact, what counts as a company, and which of the two the system associates when a real owner signs up with a personal Gmail address. Get that wrong and every report downstream is wrong with it.
Where this shows up.
Drop Water — 411 accounts keyed to 411 distinct domains with zero collisions, which saved the 107 contacts (26% of the list) whose personal email addresses would otherwise have orphaned on CRM sync.
MID49 — five lifecycle flows, fifteen emails, and three SMS touches specified in 2024. Two years on, that layer carries 29.4% of the company's revenue.
SOHIP — six membership tiers wired end to end across two platforms on one shared member record.