What We Do

We help you decide whether a self-hosted or managed CRM fits the way your business works. The right setup gives your team a useful place to manage customer relationships without adding more systems to maintain than you need.

Twenty is an open-source CRM that can be shaped around your sales process, customer records, and day-to-day work. We set it up around the parts of the business your team needs to see and use.

You do not need to replace a CRM to make it useful again. We improve the fields, stages, views, data quality, and day-to-day rules that help the team trust the system they already have.

We turn the way your business sells and follows up into clear workflows. We focus on streamlining the admin work for your sales and marketing teams, so your CRM supports work instead of getting worked around.

We use AI where it can handle a defined piece of work, such as sorting information, preparing a draft, or flagging a follow-up. The workflow still has clear rules, a person responsible for the outcome, and a place for uncertain work to go.

Your existing customer conversations and activity often contain opportunities that never become a next action. Opportunity Desk finds the signals worth reviewing, gives each one context, and sends it to the right person to act on.

We improve how a relationship moves from first inquiry to sale, service, renewal, or referral. The team should be able to see who owns the next action, what changed, and where a handoff needs attention.

We help you choose a self-hosted or managed system for projects, jobs, service work, and internal tasks. The goal is a simple place where the team can see what needs to happen, who owns it, and what is getting in the way.

Plane is an open-source work-management platform for teams that need more control over how they plan and track work. We configure it around the real flow of projects, jobs, requests, and responsibilities.

If your team already uses project-management software, we improve the parts that are causing friction. That may mean clearer stages, better views, useful templates, cleaner task ownership, or less work hiding in messages and spreadsheets.

We connect AI to work-management systems when it can help with a real operating task. That may include preparing a project brief, organizing incoming requests, summarizing updates, or routing work that needs human attention.

We build reporting that helps leadership and the team see the work clearly. Useful reporting shows what is moving, what is stalled, where capacity is tight, and what needs a decision without turning every question into a spreadsheet project.

We document the rules, responsibilities, and recovery steps that keep a system useful. The result is practical guidance your team can follow, not a forgotten folder full of process diagrams.

A system only works when the people using it understand their part of the process. We run focused training sessions around the real work your team does, then answer the questions that surface once the system is in use.

Applied AI gives a specific job to the technology instead of asking it to run the business. We use it where it can help with research, drafts, sorting, summaries, and other work that benefits from context and judgment.

Some business problems need a focused system rather than another off-the-shelf tool. We design and build in-house workflows, tools, and connections around the work your team needs to do.

We review how your team uses AI with company and customer information. That includes what data reaches the tool, what the tool is allowed to do, who can use it, and where a person needs to review the result.

AI can prepare, sort, and suggest. People remain responsible for decisions that affect customers, money, commitments, or the reputation of the business. We build review steps into the workflow instead of treating them as an afterthought.

We watch the systems that move information and work through the business, then address failures before they become invisible. When something changes or breaks, the team has a clear way to spot it, recover, and improve the workflow.