Business automation dashboardLive
ChatCrew.ai
A CRM and automation dashboard with contacts, deals, quotes and invoices.
The problem
Where they started.
A services business needed a single view of contacts, deals and invoices that matched how they already worked, rather than bending to an off-the-shelf CRM.
What we built
What shipped.
- Contacts, deals and pipeline views
- Quotes and invoices with PDF output
- Role-based access for staff
- Sydney-hosted Postgres with row-level security on every table
Outcome
In daily use. The data model is now the base for our own customer portal.
Want something like this for your business?
Tell us the problem. We reply within one business day, Sydney time, with a next step. The quote follows in writing.