Clare
CRM & Systems Project Support
Clare - CRM & Systems Project Support
Making complex systems feel simple, usable and fit for real business life
Clare brings calm, clarity and structure to businesses that feel weighed down by clunky systems and overcomplicated processes. With a background leading large-scale sales, technology and change projects, she now applies that same big-project thinking to small-business environments - in a way that's practical, affordable and immediately useful.
Clare is known for getting stuck in, cutting through noise and delivering systems that genuinely make work feel lighter. She understands the constant juggle of running a business, so her focus is always on smart, incremental changes that improve flow without disrupting day-to-day operations.
Key Areas of Support
- CRM setup, configuration and optimisation
- CRM migration from legacy or unsuitable systems
- Monday.com implementation, automation and integration
- Capsule CRM configuration and support
- Systems mapping and process improvement
- Dashboard creation and reporting visibility
- Workflow design to support sales and service delivery
- Technology implementation and user adoption support
- Stakeholder coordination during systems change
If you're not ready for a full systems project but know something needs attention, Clare delivers focused 90-Minute Business Reset Sessions. These sessions are designed to unblock processes, simplify your setup and give you practical next steps.
Real-World Experience
Clare has led and delivered complex systems and technology projects across education, charity and service-led environments, often working with senior stakeholders and overstretched teams.
She has successfully managed the rollout of new case management and CRM systems to replace legacy databases, ensuring solutions were user-friendly and accessible - even for less tech-confident users. Her experience includes supporting a state-funded primary school with compliance, systems and community communication improvements, as well as driving technology implementation across multiple teams within a major musicians' charity under exceptionally tight timelines.
Clare is particularly trusted for delivering under pressure, managing competing priorities and ensuring systems are adopted - not just installed.
What Clare's Known For
Clients describe Clare as:
- Practical - she focuses on what will actually work in real business conditions
- Clear-headed - able to simplify complex systems without oversimplifying
- Reliable - follows projects through end-to-end with care and consistency
- Approachable - makes systems feel accessible rather than intimidating
Her strength lies in combining senior-level project experience with hands-on systems support, making her a safe pair of hands for businesses navigating change.
Where Clare's Support Could Be Particularly Valuable
Clare's experience could be particularly useful for:
- Small businesses outgrowing their current CRM
- Service-based businesses needing clearer systems and workflows
- Organisations moving from spreadsheets or legacy systems
- Business owners who want visibility, structure and smoother operations
Clare's Work with MFA Clients
Clare delivers CRM and systems projects through MFA Business Support, designed to bring order, visibility and efficiency into growing businesses.
A recent example includes supporting a landscaping business to move from an unsuitable CRM into a fully integrated Monday.com system. The result was a single, joined-up platform for managing enquiries, projects, maintenance contracts, vehicle fleets and sales performance - all visible through clear dashboards and supported by smart automations that reduce manual effort.
Everything Clare delivers is focused on making systems work properly for the people using them - saving time, reducing friction and supporting better decision-making.
Could Clare Be the Right Support for Your Business?
If your business is struggling with a CRM that no longer fits, disconnected systems or processes creating unnecessary work, Clare's experience is an example of the CRM and systems expertise you can access through MFA Business Support.
Her combination of strategic project experience and hands-on implementation can help businesses create systems that are easier to use, reduce friction and provide better visibility across the business.
Tell us what's happening in your business and we'll help you identify the right support for what you need.
Ready to get the right support for your business?
