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Enterprise CRM & Internal Operations Platform

Developed a custom CRM and operations platform for employees to manage customer profiles, communication history, deliveries, projects, and business workflows.

//   CATEGORYCRM & Operations
//   DELIVERYCustom platform
Operations workspaceLive
OPERATIONSToday’s workspace
Live
Customers2,418
Open38
Deliveries17
Projects09
Customer profileUpdatedDelivery workflowIn transitProject activityActiveCommunication logSynced
Customers→Workflows→Delivery

// What We Built

Give employees one operational workspace for the customer, communication, delivery, project, and workflow information they use every day.

// BUSINESS IMPACT

Built to move the business forward.

  1. 01Replaced fragmented internal tools
  2. 02Improved employee productivity
  3. 03Centralized daily operations
  4. 04Scaled with business growth

// The Result

The custom platform consolidated core operations into a single scalable system designed around the way employees actually work.

Next projects.

Customer intelligenceLive
AM
Alex MorganCustomer 000284
Active
Lifetime value$48.2K
Activity12
Locations04
Business systems→Identity layer→Customer record

Customer Profile Integration Platform

Enterprise Platform

Integration networkLive
APIIntegration Core24.8k events / hour
PodiumRingCentralMicrosoftDispatchTrackData
Event sources→Integration core→Operations

Enterprise Systems Integration Platform

Systems Integration

Inventory intelligenceLive
AI INVENTORY ANALYSISInventory performance
Ask AI
Turnover4.8×
Overstock8.2%
Slow movers24
Inventory velocity · 7 periods
✦ AI insightRebalance 18 SKUs before the next purchasing cycle.
Inventory data→AI analysis→Decisions

AI Inventory Analytics Platform

AI Analytics