---
title: About AeyeCRM | Family Business CRM & Automation, Austin
description: Meet the team behind AeyeCRM. We help family-owned and founder-led businesses in Austin replace spreadsheets with connected CRM and automated workflows.
image: https://aeyecrm.com/hubfs/Untitled%20design.png
---

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    - [Salesforce vs Hubspot](https://aeyecrm.com/crm-services/salesforce-vs-hubspot)
    - [Pricing](https://aeyecrm.com/crm-services/pricing)
    - [Zoho](https://aeyecrm.com/crm-services/zoho)
    - [Microsoft Dynamics 365](https://aeyecrm.com/crm-services/microsoft-dynamics)
    - [Pipedrive](https://aeyecrm.com/crm-services/pipedrive)
    - [Zendesk](https://aeyecrm.com/crm-services/zendesk)
    - [Monday.com](https://aeyecrm.com/crm-services/monday)
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[Contact Us](https://aeyecrm.com/contact-us)

About the founder

# Philip Shannon

Founder & CEO of AeyeCRM. 34+ years building the operational backbone of growing service businesses — before, during, and after generational handover.

Before founding AeyeCRM, Philip helped grow Inter-Alliance PLC from 7 employees to 2,000 advisors and a £234M valuation on the London Stock Exchange. Today he applies that same operational playbook to family-owned and mid-size service businesses preparing for the next generation of leadership.

**Today:** Philip runs AeyeCRM from Austin, TX — Sales Process Automation for family-owned and growing service businesses.

Philip Shannon — Founder & CEO

34+

Years building & scaling operations

£234M

LSE valuation, Inter-Alliance PLC

15+

Years implementing Salesforce

## The lead-to-cash problem most growing companies miss

Philip built AeyeCRM to solve a specific problem he kept seeing inside family-owned and mid-size service businesses: the founder had it all in their head, the team had it in spreadsheets, and nobody had it in one place. Disconnected systems, low visibility, revenue quietly leaking out.

The cost of that gap isn't just inefficiency — it's succession risk. When the founder steps back, the operational knowledge doesn't transfer. The business stalls. AeyeCRM exists to make that handover repeatable, by turning what's in the founder's head into a system the next generation can actually run.

 "The best technology feels invisible — it simply works to serve the business and its people." — Philip Shannon

## Career background

Philip was a Founding Partner at Inter-Alliance PLC, an independent financial planning firm that grew from 7 employees to 2,000 advisors and achieved a £234 million valuation on the London Stock Exchange. The operational discipline he built there — standardizing how a fast-growing service business sells, onboards, and serves clients — became the foundation for his consulting work today.

He went on to run operations at Fairway Independent Mortgage Corporation and founded Ariston Bell, a Salesforce consulting practice that grew to $850,000 in revenue within three years. Over 15+ years implementing Salesforce, Philip has helped service businesses replace spreadsheets and tribal knowledge with systems their next generation of leadership can actually run.

His business philosophy blends the strategic thinking of Jay Abraham, the character-based leadership of Stephen Covey, the storytelling principles of Zig Ziglar, and the performance mindset of Tony Robbins. He founded AeyeCRM in 2024 and works from Austin, Texas.

### Selected roles

- Founder & CEO — AeyeCRM, LLC (2024–)
- Founding Partner — Inter-Alliance PLC
- Founder & CEO — Ariston Bell, Salesforce consulting
- Operations — Fairway Independent Mortgage Corporation
- Salesforce Consultant — multiple SaaS & service-business clients

### Areas of focus

- Sales Process Automation
- Family business succession
- Salesforce & HubSpot implementation
- Lead-to-cash operations
- Business development & leadership

What guides our work

## The framework behind *every CRM we build*

 Over the years working with family businesses through transitions — second-generation owners taking over, founders quietly preparing to sell, brothers and sisters figuring out who runs what — we noticed the same patterns showing up. Trust matters more than data. Process matters more than tools. The "right CRM" is the one your team will actually use a year from now.

 Out of those conversations came The 7 Principles — drawn from the work of Jay Abraham, Stephen Covey, Tony Robbins, and Zig Ziglar, then refined across hundreds of family-business conversations. Every workflow, automation, and decision we ship gets tested against these seven before it touches your system. It's the editorial filter for how we work — and the constitution behind The Succession Readiness Academy.

 “The framework is the constitution. Every module is just a way of living inside it.” 

[Read The 7 Principles →](https://aeyecrm.com/the-7-principles)

## See where your business stands on succession readiness

Take the free 15-minute Scorecard — built on the same framework Philip uses with every AeyeCRM client.

[Take the Scorecard](https://form.typeform.com/to/SDsZOMCQ) [Book a call](https://calendar.app.google/dFQEPDnkW4JizDkr5)

[![Gourmet Marketing](https://aeyecrm.com/hs-fs/hubfs/raw_assets/public/aeyecrm/images/logo-03.png?width=270&height=80&name=logo-03.png)](https://aeyecrm.com)

##### Quick Links

- [Home](https://aeyecrm.com)
- [About Us](https://aeyecrm.com/about-us)
- [Blog](https://aeyecrm.com/blog)
- [FAQs](https://aeyecrm.com/frequently-asked-questions)
- [Case Studies](https://aeyecrm.com/case-studies)
- [Contact Us](https://aeyecrm.com/contact-us)

##### CRM Services

- [Salesforce](https://aeyecrm.com/crm-services/salesforce)
- [HubSpot](https://aeyecrm.com/crm-services/hubspot/)
- [Zoho](https://aeyecrm.com/crm-services/zoho)
- [Microsoft Dynamics 365](https://aeyecrm.com/crm-services/microsoft-dynamics)
- [Pipedrive](https://aeyecrm.com/crm-services/pipedrive)
- [Zendesk](https://aeyecrm.com/crm-services/zendesk)
- [Monday.com](https://aeyecrm.com/crm-services/monday)

##### Industries

- [Wholesalers](https://aeyecrm.com/crm-services/industries/wholesale-distribution)
- [Manufacturing](https://aeyecrm.com/crm-services/industries/manufacturing)
- [SaaS](https://aeyecrm.com/crm-services/industries/saas)
- [Professional Services](https://aeyecrm.com/crm-services/industries/professional-services)
- [Retail](https://aeyecrm.com/crm-services/industries/retail)
- [Other](https://aeyecrm.com/crm-services/industries/other)
- [Family Business](https://aeyecrm.com/crm-services/industries/family-businesses)

##### CRM Comparison

- [Salesforce vs HubSpot](https://aeyecrm.com/crm-services/salesforce-vs-hubspot)
- [Salesforce vs Zoho](https://aeyecrm.com/blog/zoho-vs-salesforce-crm-comparison)
- [Salesforce vs Microsoft](https://aeyecrm.com/blog/microsoft-dynamics-365-vs-salesforce-crm-comparison)
- [Salesforce vs Monday.com](https://aeyecrm.com/blog/monday-vs-salesforce-crm-comparison)
- [Salesforce vs Pipedrive](https://aeyecrm.com/blog/pipedrive-vs-salesforce-crm-comparison)
- [Salesforce vs Zendesk](https://aeyecrm.com/blog/zendesk-vs-salesforce-crm-comparison)

© 2026

 AeyeCRM . All Rights Reserved.

[linkedin](https://www.linkedin.com/company/aeyecrm/) [GMB](https://www.google.com/search?q=AeyeCRM&oq) [Follow us on Facebook](https://www.facebook.com/people/Aeyecrm/61584060121639/)

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