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- React
- TypeScript
ServicesCustom Operating Systems
Your business,on one bespokeplatform.
A custom business operating system: one bespoke platform that connects your finance, CRM, shop and calendar tools. Each team signs in once and sees its own role-based view.
How it works
How your operating system gets built.
From a pile of separate logins to one workspace every team signs in to. Click a step to jump to it, or pause to read.
Step 1 of 4
Your tools
- XeroAccounting
- QuickBooksAccounting
- StripeAccounting
- HubSpotSales
- ShopifySales
- Google CalendarEngineering
- ResendEngineering
Seven tools, three teams, seven separate logins.
One place is about to replace the hopping between them.
Map. We list the tools your teams use and who relies on each one.
Who it is for
Is this for you?
- Companies whose teams each live in different tools and re-enter the same information.
- Owners who want one view of leads, invoices, tasks and hosting without asking five people.
- Firms outgrowing a patchwork of spreadsheets, shared calendars and off-the-shelf add-ons.
What we build
What this covers.
A role-based home screen
Accountants see invoices, engineers see tasks, consultants see hours, all from the same login.
Pipeline and CRM views
Leads, quotes and next actions in one board, synced with HubSpot or held in your own database.
Finance connections
Invoices and payments pulled from Xero, QuickBooks or Stripe, so month-end figures need no exports.
Calendar and planning
Google Calendar connected over OAuth, with AI re-plans proposed for a person to approve.
Site and hosting monitoring
Uptime, SSL expiry and hosting status for every site you look after, on one screen.
Related work
Recent projects.
Each project is labelled Live, Demo or Coming soon, so you can see what is in use today and what is on its way.
LiveSurgical equipment sales, repair, rental and sourcing
Northbay Medical
A Shopify-backed storefront with repair, sourcing and loaner journeys feeding one enquiry list.
- React
LiveHandwoven rug house and rug care services
Piedmont Rugs
A rug-care and restoration site for an East Bay rug house, with photo-attached estimate requests.
- React
- TypeScript
- Tailwind CSS
Stack
Tools we use for this.
- Next.js
- Supabase
- Clerk
- Convex
- Xero
- QuickBooks
- HubSpot
- Stripe
FAQ
Questions we get asked.
How is this different from buying a CRM?
A CRM covers sales. A custom operating system sits across sales, finance, delivery and monitoring, so people stop switching between tools. It can still read from and write to your CRM.
Is it secure?
Connections use OAuth where a tool supports it, keys stay on the server and access is role-based. Data sits in a database you control, with access rules enforced server-side.
Can it start small?
Yes, and we recommend it. A first version with two or three modules goes live quickly, and we add more as your team shows what it needs. Cost depends on scope.
What will a demonstration include?
Any illustrative screens we share use sample data and show how a tailored workspace could work for your team.
Related services
Often paired with this.
- AI Workflows & AutomationSee how it worksAutomations that move data between your tools and take admin off your team.
- Data & AnalyticsSee how it worksClear reports and dashboards that help you understand what is happening in your business.
- SaaS DevelopmentSee how it worksSubscription software where customers can sign up, manage accounts and pay online.