Ethan Wood
CRM Expert & Automations Wiz
I have built over 750 CRM (Customer Relationship Management) systems and have been customizing CRM's since 2016.
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Ethan Wood:
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Customizations and Workflow Automation
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Integrations with your Tech Stack (API)
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Training and Support (Video Archive)
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Efficiency and Time Savings
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​Confidence! I actually know what I am doing and won't waste your time or money.
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Book a Free Discovery Call – Give me 15 minutes of your time and I’ll show you how I can bring real value to your business.
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Meet Ethan
A CRM expert dedicated to streamlining your sales process.
US Marine Veteran
Based in Daytona Beach, Florida
Ethan Wood
I'll share insights on both the advantages and challenges I've encountered through the 750+ CRM builds I've completed. I can tackle any issues that arise.
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For New Builds: We'll start with a discovery call where I'll ask about your current processes and tech stack. I'll outline a strategic plan, including timeline, budget, and expectations.
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For Active Systems that Need a Rework: During our discovery call, I'll delve into your pain points and gather your feedback on what you like and dislike. After assessing your team's use of whatever CRM you are running, I'll provide a report on my findings and create a plan to refine your system, focusing on retraining your team to ensure everyone is on board.
Comprehensive CRM and Automation Services
From initial setup to advanced automation, I provide end-to-end solutions to maximize your CRM investment.
CRM Setup & Team Training (Recorded)
Complete CRM setup and team training for optimal adoption
Integrate Your Web Forms
Custom lead capture forms integrated directly into CRM
Chatbot Integration with Your Site
Setup and Connect your new or existing ChatBot
Zapier or Make.com API Integration
Connect your CRM with 3000+ apps seamlessly
CRM Custom Design & Set-up
Tailored CRM configuration matching your workflow
Pipeline & Sales Automation
Automated deal progression and sales process optimization
Sales Email Automation
Personalized email sequences and follow-up automation all inside your CRM.
Drip Campaign Set-up
Full training and setup of a bulk email solution, directly in your CRM system.
Website Development
Upgrade your websites forms or integrate what you currently have into your new CRM.
Ethan Process
A simple, transparent approach to deliver the right CRM solution for your business.
01
DISCOVERY
We’ll schedule a Zoom call to learn about your current process and goals. Afterward, you’ll receive a clear Bid Proposal & Service Agreement outlining the scope, timeline, and pricing.
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IMPLEMENTATION
Once the Agreement is signed, we get to work—designing, building, and automating your CRM solution while you focus on running your business.
03
PRESENTATION
When your project is complete, we’ll walk you through it via Zoom, provide training, and address any revisions to ensure everything works seamlessly.
Contact Ethan
Reach out today and let’s build your solution together.