Technology & Automation

Technology & Automation — custom tools that run your business for you

We design and build the software behind modern operations — custom portals, booking apps, CRM automations, live reporting dashboards, and AI-powered workflows. Built by an operator, for operators, so the tools fit the way your team actually works.

What We Build

Tools built around your workflow

🧩

Custom Portals & Web Apps

Internal desks, client portals, intake hubs, and request trackers — one place for your team to work instead of ten tabs and a group chat.

📅

Booking & Scheduling Apps

Self-serve booking sites with live availability, automated text reminders, and calendar sync — so appointments fill themselves.

🔗

CRM & Workflow Automation

Connect the tools you already use — CRMs, dialers, forms, and accounting — so leads, statuses, and follow-ups move automatically.

📊

Reporting Dashboards

Live dashboards for sales agents, lead sources, conversions, and job status. Know your numbers without building a spreadsheet every Monday.

🌩️

Lead Generation & Data Mapping

Storm and loss data mapped to zip codes, lead cleaning and de-duplication, and campaign targeting built from real-world data.

🗂️

Data Cleanup & Case Tracking

Turn messy PDFs and scattered spreadsheets into clean, merged, searchable records — built for teams tracking hundreds of files.

🤖

AI Automations

AI-powered assistants and workflows that handle the repetitive admin — sorting, drafting, follow-ups, and summaries — so your people focus on revenue.

🌐

Websites & Landing Pages

Fast, professional websites and lead-capture pages with forms, email, and domain setup handled end to end.

🎓

Training & Onboarding Systems

Digital training modules, onboarding trackers, and rep playbooks that get new hires productive faster.

Our Tech Stack

Platforms we build on and integrate with

Claude AIZapierTwilioJobNimbusRoofrEagleViewReadyModeQuickBooks OnlineSalesforceLitifyActionstepMonday.comGoogle WorkspaceNetlifyCanva

Let's build the tools your team actually needs

Book a free consultation — we'll map your current workflow and show you what can be automated first.