A CRM is not a piece of software. It is the nervous system of a business. Guy Levin has built elaborate CRM systems from scratch and customized existing platforms to handle complex sales pipelines, multi-channel data, and automated workflows that actually reduce the work instead of adding to it.

Custom Builds, Not Off-the-Shelf Band-Aids

Most businesses buy a CRM, use 10% of its features, and consider the task complete. Levin takes the opposite approach. He maps the entire customer journey from first touch to repeat purchase and builds the CRM around that reality. Sometimes that means customizing Salesforce or HubSpot. Sometimes it means building something from scratch because no existing tool fits the workflow.

With SortExpress, he built data pipelines that feed live campaign performance directly into CRM records, so sales teams know exactly which landing page, which ad, and which channel brought each lead. That level of attribution changes how teams sell.

Automation That Works

Levin designs automation workflows that handle lead scoring, follow-up sequences, task assignment, and reporting without requiring the team to babysit the system. The goal is always the same: remove manual steps, reduce errors, and give people back their time so they can focus on closing deals instead of updating spreadsheets.

CRM Capabilities