Platforms & CRM
Internal platforms and CRMs that fit the way you actually work.
Software shaped around your process instead of the other way around. Dashboards, client portals and CRMs your team genuinely wants to open, rather than the generic tool everyone quietly works around.
Who it's for
- Teams whose process has outgrown an off-the-shelf CRM
- Businesses running their whole operation out of a maze of spreadsheets
- Companies that need one source of truth across sales, ops and finance
What's included
- Process mapping and a data model designed around how you run
- A custom web platform (Next.js + Supabase/Postgres) or a tailored CRM setup
- Role-based access, audit logs and permissions
- Migration of your current spreadsheets and tools, cleaned up on the way in
- AI built in where it helps: smart search, summaries, auto-filled records
In practice
What this looks like deployed.
A CRM for a niche sales process
Pipeline, pricing rules and approval flows modeled on exactly how your deals really close.
Full adoption in week one
Client portal
Clients see project status, invoices and deliverables for themselves, instead of emailing your team for an update.
Status-update emails down 80%
Operations dashboard
A live view of orders, capacity and margins, pulled together from every system you run.
One source of truth, updated live
The process
- 01
Audit
We map the workflow and estimate the savings first.
- 02
Design
A blueprint in plain language: scope, cost, ROI.
- 03
Build & integrate
Built on your stack, tested on real work.
- 04
Optimize
Monitored, measured, improved every month.
Works with your stack
- Next.js
- Supabase
- PostgreSQL
- Stripe
- HubSpot
- Xero / QuickBooks
- Metabase
- OpenAI
Something missing? If it has an API, we integrate it.
FAQ
Fair questions.
If 80% of your process already fits HubSpot or Pipedrive, we configure and automate it, which is cheaper and faster. We only build custom when the workflow is genuinely part of your edge. The audit tells you which side of that line you're on.
Ready to see where AI fits in your business?
Book a free 30-minute automation audit. No jargon, no obligation, just a clear map of what's possible for your business.