Everything runs through you
Leads, accounts, and next steps live in your head and your inbox. When you're in a meeting or on a flight, things wait.
I connect the systems. You focus on growing.
Done-for-you CRMs and connected tools for funded startups, with deep experience in health tech. Built for your sales and operations team, delivered quickly, without cutting corners.
Book a call
Companies I've worked with
Sound familiar?
You're building the company and running every follow-up yourself.
Your team is retyping the same information
Orders, invoices, and account details get copied between your store, accounting, and spreadsheets by hand.
Launch is coming and the systems aren't ready
Your product is nearly there, but the sales and operations behind it are still held together with spreadsheets and reminders.
What I do
Each of these takes one of those problems off your plate.
Custom CRMs
Leads, accounts, and next steps live in one place your team can open, instead of in your head and your inbox. The work keeps moving when you're in a meeting or on a flight.
Connecting your tools
Orders, invoices, and account details move between your store, accounting, and the CRM on their own. Your team stops copying the same information by hand.
Automating repetitive tasks
Follow-ups and reminders are set up before launch, so sales and operations aren't still held together with spreadsheets. They happen quietly in the background.
Once it's connected, it keeps moving.
Your CRM
-
New lead
comes in Leads from your website, email, or events land in one place automatically, so nothing slips through. - Follow-up goes out automatically Reminders and AI-drafted follow-ups are ready for your team, so no lead goes cold.
- Order is placed Orders are logged against the right account, with status you can see at a glance.
- Invoice is sent Invoices go out from the order details, with no retyping between systems.
- Reporting updates Your dashboard updates on its own, so you always know where every account stands.
Then it returns to a new lead.
Hover or tap each step to learn more.
How we work together
A short path from the first conversation to a system your team actually uses.
-
Scope it together
We look at where you are, whether you're getting ready to launch or ready to scale, and agree on a clear first phase.
-
Build it fast
I set it up myself, quickly, without cutting corners. A recent project went from a 45-minute scoping call to a working system in under two weeks.
-
Launch and train
I walk your team through it, so the first day feels familiar instead of like a new system dropped on their desk.
-
Ongoing partner
I stay with you as things change. Small adjustments are part of the partnership, not a new invoice each time.
Proof
A recent result, and a system you can click through.
Recent project
Medical device startup preparing for launch
Under 2 weeks
The goal
One place to manage accounts, physician relationships, quotes, and orders, ready for a growing team of independent sales reps, with full visibility for leadership.
What I built
A custom CRM with:
- Private rep logins, so each rep sees only their own accounts while leadership sees everything
- A six-stage pipeline, from first conversation to paid
- Physician contacts linked across multiple hospital accounts
- A quote builder with numbered quotes, custom pricing, and automatic sales tax
- Order tracking with shipping and payment status
- AI-drafted follow-up emails the team reviews before sending
The result
Delivered in under 2 weeks, from one 45-minute scoping call.
A CRM I built
HomeBase CRM
A customer system I designed and built. The live demo is the simplest way to see the kind of calm, practical tool I like to leave a team with.
HomeBase is a sample. Your CRM is built around how your team actually works: your own pipeline stages, fields, and workflows, plus your colors and logo. Your data is backed up automatically every day.
In their words
Who you'll work with
I'm the founder of EvenFlow Automation, based in Kansas City. You'll work with me directly, from the first call to launch day.
I started my career in sales, carrying a quota, then moved into customer success, and later designed the systems behind growing companies. After more than a decade in tech, I've sat side by side with the teams who use these tools every day. So I build tools that don't just work on paper, they work for the people using them.
Today I work with funded startups, especially in health tech and medtech, many of them led by doctors or former medical device sales leaders. They're busy, and they're close to a launch or a growth spurt. Building the CRM, connecting the tools, and automating the repetitive work is a headache they shouldn't have to own.
I take that on. I do the setup myself, and I deliver it quickly without cutting corners.
Built for your sales and operations team. These systems do not store patient health information.
Let's make the setup simple.
If you're getting ready to launch or scale, book a short call. We'll see if I can take the systems off your plate.