McAllen · Mission · Edinburg · Rio Grande Valley
Your business runs on relationships. Your CRM should too.
I'm a CRM consultant in McAllen, serving Mission, Edinburg, and the Rio Grande Valley. I help businesses fix the way they manage customers, leads, sales, and day-to-day operations — with practical CRM solutions designed around how you actually work.
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Ready to bring order to the chaos?
Book a free 20-minute call. We'll look at how you run things now and map exactly what a better system would look like — no pressure, no jargon.
- hello@southtexascrm.com
- McAllen, TX — serving the full Rio Grande Valley
A consultant, not a vendor
Software doesn't fix a process. A consultant does.
Most businesses don't have a software problem — they have a visibility and organization problem. As a South Texas CRM consultant, I work with McAllen, Mission, Edinburg, and Valley businesses to design the system around your workflow first and pick the tools second. Whether you're moving away from spreadsheets, replacing an outdated CRM, improving your sales process, or automating repetitive tasks, the fix starts with the process.
5+
Years in business ops
120+
CRM builds & migrations
7
RGV cities served
96%
Follow-ups automated
I — What I do
Everything your CRM should be doing.
II — Who I work with
Built for Valley businesses that need better visibility.
Small businesses, professional services, contractors, medical practices, and growing teams — if your day revolves around customers and follow-ups, this is built for you.
Contractors & Trades
Track every job from first call to final invoice — estimates, follow-ups, and scheduling in one place.
Medical Practices
Keep patients informed and follow-ups on schedule with a system your front office can actually manage.
Professional Services
Track clients, engagements, and revenue without the guesswork or the spreadsheet sprawl.
Growing Teams
Scale your sales process without the chaos — every new hire plugs into a system that already works.
III — How it works
Four steady steps. No surprises.
- 01
Discover
A working session to map how you move leads and customers today — and where it breaks down.
- 02
Design
We blueprint your CRM — pipelines, fields, and automations — before a single thing is built.
- 03
Build & Migrate
We set up the system, move your data cleanly, and wire every workflow end to end.
- 04
Train & Support
Your team gets hands-on training, and we stay on call as your business evolves.