Unified CRM & Meeting Intelligence System

Traditional CRMs didn’t fit the way modern operators work.

• HubSpot: rigid, duplicative records, email-centric workflows, and reliance on costly integrations.
• Notion: too manual, weak on mobile, and better at tables than relational contacts.
• Result: fragmented records, lost follow-up context, and no way to tie meeting insights into account-level narratives.

Needed:

• Capture meetings, transcripts, and notes from both mobile and desktop.
• Store relational data in SQL as a secure foundation.
• Layer company and account context on top of contacts.
• Sync clean data back into HubSpot/Notion without lock-in.

Architected and launched a prototype for my personal CRM and meeting intelligence platform.

• Built a relational SQL database to handle accounts, contacts, and meetings at scale
• Designed ingestion flows for transcripts and recordings across devices
• Created pipelines to enrich and push unified data into HubSpot and Notion
• Developed dashboards for CAC, LTV, pipeline velocity, and follow-ups
• Linked calendars and set up reminders for unified scheduling
• Future-proofed for AI personalization on enriched datasets

Delivered a live prototype in under one week.

• 100+ contacts deduplicated and unified across systems
• Meeting notes, transcripts, and profiles now logged in real time
• Demo-ready dashboards show attribution, velocity, and ROI
• Follow-ups executed 30% faster with instant mobile access
• Reduced reliance on costly CRM plugins and integrations

The system shifted CRM use from rigid, email-first workflows to a relational, operator-first model.

• Control: one enriched record per contact, not tied to email
• Accessibility: meeting notes and recaps captured directly from phone or laptop
• Relationship depth: key quotes and event insights tied back to accounts
• Scalability: architecture supports future SaaS spinout or managed data layer

• Prototype delivered in under 1 week
• 100+ contacts deduplicated and unified
• 30% faster follow-up compared to tool-switching
• Live dashboards running on real data
• Coming soon: Add enriched data percentage and cost savings metri

Let me know if you'd like to walk through my prototype with me. I'm constantly iterating for my use cases.