SYSTEMS + CRM / 2026
Partner CRM for a Hospitality Network
Turning a fragmented network of contacts, introductions, and follow-ups into a system a small team could actually use every day.
THE SITUATION
Valuable relationships were living everywhere except in one usable place.
Contacts came in through inboxes, business cards, referrals, and forms. The team didn’t need more data — they needed what they had to be usable.
Note: This video uses mock data and illustrative results created for presentation purposes. No real client or survey data is shown.
THE SYSTEM
A lightweight operating layer around the relationship pipeline.
I designed the structure, pipeline views, intake, and follow-up logic. Automations keep records clean and surface what needs attention each day.
One source of truth
Contacts, status, last touch, and next step in one place.
Action over storage
Built around what to do next.
AI where useful
Automation for triage and summaries, not for show.
OUTCOME
A relationship database became an operating system.
The team sees its whole network, spends less time organizing, and knows who to follow up with next.