CRM
HubSpot, Pipedrive, Salesforce SMB, deal pipelines, sales stages, properties, views, and activity tracking.
About me
Hi, I’m Itai Shabtai, also known as Ian.
I build practical CRM, automation, AI, and reporting systems for small B2B teams that want cleaner sales operations without the overhead of a big agency.
My story
I started LeanB2BTools after years of working inside B2B businesses and seeing the same problems repeat: CRM systems nobody trusted, automations that broke quietly, and sales teams doing too much manual admin.
I built this site to share practical tools, honest recommendations, and hands-on implementation support for businesses that want cleaner systems without turning the project into a six-month consulting exercise.
Today, I focus on helping small B2B teams run on smarter systems: CRM, sales automation, AI integrations, reporting, and the workflows that connect it all together.
What I do
I help small B2B teams clean up the commercial systems that sit between marketing, sales, operations, and reporting.
- CRM setup and migration for HubSpot, Pipedrive, and similar systems, done properly from the start.
- Sales automation using Make.com, Zapier, and native CRM tools.
- AI integration for CRM, email, reporting, research, quoting, and internal workflows.
- Tool selection, onboarding, process documentation, and lightweight IT consulting for small teams.
- Website structure, analytics, and lead capture so your website works as a sales engine.
- Honest tool reviews and comparisons to help teams choose the right platform before they waste time and money.
Tools I work with
These are the types of tools I regularly work with, test, compare, and connect into real business workflows.
Automation
Make.com, Zapier, n8n, forms, email alerts, lead routing, CRM updates, and internal workflow automation.
AI
Claude, ChatGPT, Perplexity, AI-assisted research, content workflows, proposal drafting, and internal knowledge tools.
Website
WordPress, Elementor, Webflow, HTML, CSS, lead capture pages, tool pages, comparison pages, and analytics setup.
Productivity
Notion, Airtable, Google Workspace, documentation systems, lightweight project tracking, and team operating workflows.
Outreach
Apollo, Lemlist, HubSpot Sequences, prospecting workflows, list building, email structure, and follow-up systems.
Work with me
Want a cleaner system for your B2B team?
Tell me what you are using now, what is not working, and what you want the system to do. I will come back with a clear recommendation and practical next steps. No sales pitch, just a straight answer.