At Elevate My CRM, we help entrepreneurs bring clarity, structure, and flow to their customer experience, so their systems support their growth, not slow it down.
Our work is built on trust, communication, and balance - the same values that shape our relationship. Individually, we bring our talents and expertise, and as Mother and Daughter, we bring a unique perspective and true partnership that is unmatched in the marketplace.
Kristi brings 38 years of experience with strategy, structure, and marketing clarity.
Jade brings the creative systems, automation insight, and seamless implementation.
Together, we build CRM strategies and websites that feel personal, efficient, and true to each business we serve.
Our superpower: We turn chaos into clarity.
We know how overwhelming technology can feel.
That’s why we lead with empathy and simplicity.
Every workflow we create, every automation we design, has one goal - to make your client experience effortless and your business more enjoyable to run.
We partner with you to create the systems and structure you know you need (but don't want to learn the "how" to build it) so you can do what your genius is and serve your customers.
No jargon. No cookie-cutter templates. Just genuine collaboration and smart, streamlined systems that grow with you.
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