All expertise

Operations platforms, not off-the-shelf compromises

CRMs built around how your business actually runs

Generic CRMs make your team work the tool's way. We build the opposite: one login shaped exactly like your operation — leads, estimates, jobs, dialers, dashboards, payroll — with bank-grade row-level security and an audit trail on every table.

176
migrations in our largest CRM build
5
role-based portals in one platform
~40
serverless functions behind one system

Try it live — right here

Not a screenshot, not a mockup — a working demo of exactly this kind of system. Click around.

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And the automations running underneath

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What we deliver

Full-lifecycle pipelines

Lead → estimate → signed contract → job → invoice → paid, with data entered once and flowing everywhere. Drag-and-drop boards your team actually uses.

Built-in telephony

Power dialers in the browser, every call logged automatically, call grading pipelines, and AI coaching so managers can scale what top reps do.

Executive command centers

Owner dashboards with live revenue, per-rep performance, and cost tracking — decisions made on numbers, not gut feel.

Deep accounting & payment rails

Two-way QuickBooks and Xero sync, Stripe payments on invoices, e-signature flows — the money side wired end to end.

Role-based everything

Owners, office staff, and field crews each get their own experience. Crews see work orders and photos — never pricing.

Proof — systems we've shipped

PlatformHome Services / Sales

A multi-portal sales operations platform with a built-in power dialer

A national contractor sales organization

Five role-based portals — HQ, Sales, Marketing, Fulfillment, Admin — feeding one executive command center, with calling, call grading, and AI coaching built in.

176
database migrations shipped
5
role-based portals
100%
of calls logged automatically
ReactTypeScriptSupabaseTwilioVercel
PlatformConstruction

A field-operations OS that replaced four tools and the owner's notebook

A Texas construction company

One login replacing Joist, Google Calendar, phone notes, and spreadsheets — data flows once from estimate to signed proposal to job to work order to invoice.

4+
tools replaced by one login
~40
serverless functions in production
3
role-based experiences (owner / office / crew)
ReactTypeScriptSupabaseStripeQuickBooksGoogle Calendar+3
PlatformRoofing & Solar

A multi-tenant operating system for roofing companies

Roofing & solar contractors

Lead → inspection → insurance supplement → estimate → signed contract → production → invoice → paid. Every stage in one platform, for multiple companies at once.

136
database migrations
60+
database tables
10
pipeline stages, lead to paid
ReactTypeScriptSupabaseTwilioQuickBooksGoHighLevel+2
PlatformVenture / Fundraising

A fundraising cockpit: pipeline, outreach sequences, and a data room

An investment firm

Firms and investors tracked through a nine-stage capital-raise pipeline with native email sequencing, calendar sync, and a document data room with signature status.

9
pipeline stages
29
database migrations
2
background workers (outreach + calendar)
Next.jsSupabaseResendGoogle CalendarVercel
AI & AutomationFinance / Investor Community

An AI-staffed CRM where agents draft the work and humans approve it

An accredited-investor network

A compliance-first CRM for an investor community, with a team of AI agents that sense events, draft actions, and wait in an approvals inbox before anything goes out.

6
AI agents in production
15
serverless functions
100%
of agent actions audit-logged
Next.jsSupabaseAnthropic ClaudeGoHighLevelZoomSlack+1

Tools we reach for

React / Next.jsTypeScriptSupabaseStripeTwilioQuickBooksGoogle Calendar

Bring us the spreadsheet mess — we'll bring back one system that replaces it.

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