From scattered operations to one client-owned system in 7 days.

Before

Everything worked, and nothing connected. Leads, production work, offers, invoices, media, email, and calendars each lived in their own place. Cross-referencing between them depended on manual work.

Built

One internal application became the shared operational record and connected the retained tools around the team’s real workflow.

• Customers, contacts, leads, gigs, and deliverables in one eight-stage pipeline.
• Read-only Netvisor finance views and a weighted sales and project forecast.
• Offer tracking, Google Workspace, and meeting briefs connected to the same records.
• Every agent tool write pauses for human approval and is logged.

Left alone

Finance stayed in Netvisor. Media stayed in Drive. Offers stayed in the tool that already made them. The system connected the retained tools and replaced the Notion CRM; it did not pretend every tool needed rebuilding.

Handoff

The client owns the GitHub, Vercel, Supabase, and Google accounts and controls access. I remained as a contributor for follow-up work. Plain-language operating commands and a reproducible build process gave the client a demonstrated way to extend the system without depending on me.

What changed

The team could see customers, leads, active work, offers, and financial context from one place. Actions between tools became defined workflows instead of something an operator had to remember.