Your CRM, your marketing and AI, working together

The CRM works. Keeping it useful has become another job.

01Sales and marketing bring different numbers to the same meeting.

02The CRM is paid for, but the team still works in spreadsheets.

03Your sales reps lose hours updating records after every call.

04The same data gets entered twice: in the ERP and in the CRM.

05There are automations nobody remembers creating, or what they do.

06You want to use AI, but you don't know where it saves time and where it is just noise.

What I do, from start to finish.

CRM

Full implementation and optimization: data model, pipelines, migration, data quality and reporting you can trace back to the source.

HubSpot · Salesforce · Dynamics · GoHighLevel

Automation and integrations

I connect the CRM to the rest of the business so it stops being an isolated system: ERP, payments, forms and internal tools. Customers, orders and invoicing with no duplicate data entry.

n8n · REST APIs · Webhooks · CRM–ERP integrations

Applied AI

Agents that do real work: they classify leads, enrich data, generate quotes and resolve customer queries. Connected to your CRM, not sitting in a separate tab.

AI agents · LLM · MCP · Claude Code

Training

I train your team on everything I build, so they actually use it. I also run 1:1 and small-group sessions to learn Claude Code from scratch, on your own real case.

See the Claude Code training (in Spanish) →

Option A

I do it for you

You tell me the problem. I design it, build it, and leave it running and documented. Your team gets the training to use it.

Book a call →

Option B

We do it together

You want to learn to do it yourself. We work on your case, on your screen, until you can do it on your own.

Book a call →

Fewer promises. More things built.

A sample of what I have designed and put into production.

Onedirect

CRM–ERP integration

Flow diagram

ERPCustomers, orders and invoices
IntegrationKeeps both systems in sync
CRMA complete record for sales

Problem: The CRM lived apart from the ERP, and data was entered twice.
What I built: An integration that syncs customers, orders and invoicing between both systems.
Result: The CRM stopped being an isolated system: no duplicate data entry.

CRMERPREST APIsWebhooks

Incept Group

AI agents on HubSpot

Flow diagram

InputA lead or a query comes in
LLM agentClassifies, categorizes or replies
HubSpotRecord updated and assigned

Problem: Classifying leads and categorizing support cases took hours of the team's time across several countries.
What I built: An agent that resolves queries and categorizes cases, and another that classifies leads with an LLM as part of sales qualification. I also redesigned the pipeline.
Result: A 20% shorter sales cycle.

HubSpotAI agentsLLMDashboards

SurGlobal Odorox

New website and automated agents

Flow diagram

RequestA customer asks for a quote
AgentGathers the data and builds it
QuoteReady to review and send

Problem: They needed a new website, and quotes and sales data were prepared by hand.
What I built: The new website, an agent that generates quotes automatically, and other agents that enrich data.
Result: Website live, and quotes that generate themselves.

Claude CodeAI agentsHubSpotWordPress

C&P

One funnel for sales and marketing

Before and after

BeforeMarketing and sales, each with its own funnel
One funnelSame stages, same rules
AfterThe same numbers for everyone

Problem: Sales and marketing worked with different funnels and different rules.
What I built: A redefined funnel and a single data governance model for both teams.
Result: Both teams look at the same funnel, with the same rules.

CRMRevenue OperationsData governance

Start with a conversation. It's free.

01 · Call

30 minutes, no cost

You tell me where you are, and I tell you honestly whether I can help, and how.

02 · Assessment

Your CRM, reviewed in depth

I analyze your system and give you a prioritized plan, at a fixed price.

03 · Project

We build it

I implement it, document it and train your team to use it.

I'm Juanjo Lazcano.

CRM, automation and AI consultant. For more than 9 years I have connected marketing, sales and customer service on HubSpot and Salesforce, and I have led CRM implementations across several countries.

I work from Barcelona with companies in Spain, Latin America and beyond. Available for projects and collaborations.

Independent consultantCRM, Automation & AI · since 2025

Incept GroupGlobal CRM Manager · 2023–2025

CegidCRM Project Manager · 2021–2023

EducationAI at ISDI · Digital Business at The Valley · Master's at the University of Barcelona

Before the call.

Do you only work with HubSpot?

No. HubSpot is my specialty, but I also work with Salesforce, Dynamics and GoHighLevel. I don't sell you a tool: I help you with the one you already have.

Do you work in English?

Yes. I work remotely, in English and Spanish, with companies in Spain, Latin America and elsewhere, and I arrange schedules so that they overlap.

Who will I be talking to?

Me. The person on the first call is the one who designs and builds the project.

What happens when the project ends?

Everything is documented and your team is trained to use it. If you want to keep improving it afterwards, we talk.

What if I just want to learn to do it myself?

Then we work on it together, on your own case. My Claude Code training for individuals is currently delivered in Spanish.

Your CRM, your marketing and AI, working together.

The CRM works. Keeping it useful has become another job.

What I do, from start to finish.

CRM

Automation and integrations

Applied AI

Training

I do it for you

We do it together

Fewer promises. More things built.

CRM–ERP integration

AI agents on HubSpot

New website and automated agents

One funnel for sales and marketing

Start with a conversation. It's free.

30 minutes, no cost

Your CRM, reviewed in depth

We build it

Not everything should be automated. And that's fine.

I'm Juanjo Lazcano.

Before the call.

Tell me what is eating your time. Let's see if it can be fixed.