CRM & AI consulting that actually fits how you work

Powerful tech. Simple enough for anyone.

Poetic Halo helps businesses set up, optimize, and automate their tech stack so your team spends less time fighting tools and more time doing the work.

Let's Talk See What I Do

Built for businesses that are ready to scale

Clean data, smart automations, and tools that actually work together.

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CRM Setup & Migration

From choosing the right platform to a fully configured, clean system. I handle setup, data migration, custom fields, pipelines, and team onboarding.

AI Workflow Automation

Identify where AI can save your team real time. I design and build automation workflows that eliminate manual work without breaking what's already running.

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Tech Stack Audits

Confused about what tools you actually need? I'll map your current stack, surface the gaps and redundancies, and give you a clear path forward.

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Custom Integrations

Connect your tools so data flows where it needs to go. No more copy-pasting between platforms or leads falling through the cracks.

Simple by design

Focused scope, clean execution, real results.

01

Discovery Call

We talk through where you are, where you want to go, and what's in the way. No obligation, no pitch deck.

02

Audit & Proposal

I review your current setup and send back a clear scope with timelines and costs included. You know exactly what you're getting.

03

Build & Configure

I do the work. You stay looped in without being in the weeds. Regular check-ins, no jargon.

04

Handoff & Support

You get full documentation and a walkthrough. Optional ongoing support available for teams that want it.

Tech expertise with a people-first approach

I'm Kristie, founder of Poetic Halo and a longtime operator at the intersection of technology, customer experience, and business growth.

I've spent years building operations teams, implementing AI and automation workflows, and getting messy CRM systems under control. I started Poetic Halo to bring that work directly to businesses that need it, without the enterprise overhead.

CRM Strategy, Build & Implementation AI & Automation HubSpot Zendesk Workflow Design Member Experience Operations
Kristie Leach
Founder & Principal Consultant

Founder of Poetic Halo. Consultant focused on CRM, AI, and building systems that actually work.

Ready to get your systems working for you?

Tell me what you're trying to fix.