Custom software built for business operations
We design and build internal tools, dashboards, portals, and integrations that help teams operate with more clarity and control. Where it makes sense, we add AI-assisted features (retrieval, summaries, routing) with guardrails and approvals.
- Integrations across CRMs, web apps, and internal systems.
- Dashboards and portals built around real workflows.
- AI assistance with approvals, logging, and clear boundaries.
- QA, documentation, and handoff so your team can own it.
- Clear scope + acceptance criteria before build starts
- Security-minded access patterns and ownership boundaries
- Documentation-first delivery for continuity
- AI used as assistance, not unmanaged automation
When custom software is the right move
Custom work makes sense when important workflows are stuck across spreadsheets, email threads, or disconnected tools. We help teams reduce operational friction by building a system they can actually run.
Manual work and duplication
Same data entered in multiple tools, inconsistent updates, and avoidable errors.
- Centralize key records and states
- Automate repeatable steps with visibility
- Standardize handoffs between roles
No clear ownership or audit trail
“Who changed what?” becomes hard to answer when workflows are scattered.
- Role-based access patterns (as scoped)
- Change visibility and structured approvals
- Documentation for admin continuity
Tools don’t talk to each other
CRMs, forms, inboxes, and reporting don’t align — causing dropped leads and confusion.
- API/webhook integrations
- Reliable retries and error handling
- Data mapping + handoff docs
What we build (and where AI fits)
We build for maintainability and ownership. AI features are added when they improve workflow clarity, and are implemented with guardrails and review steps when needed.
Dashboards & portals
- Role-based views (as scoped)
- Exports, scheduled reporting, and status tracking
- AI assistance for summaries and internal search
APIs & integrations
- Connect CRM, website, operations tools, storage, and more
- Webhook event handling, retries, and logging
- Documented data mapping and ownership boundaries
Data workflows
- Reporting foundations and visibility into KPIs
- Quality checks and anomaly detection (as scoped)
- Structured data for reliable operations
AI-assisted features
- Retrieval: search across internal docs/SOPs ()
- Summaries: standard handoffs and notes ()
- Routing: classification + triage ()
- Approvals: guardrails for sensitive actions ()
A process you can verify
We define “done,” build in milestones, and verify the critical flows before launch.
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1Discovery
Requirements, stakeholders, constraints, and acceptance criteria.
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2Design
Workflow mapping, data model, and interface structure.
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3Build
Implementation with QA gates and documented handoffs.
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4Verification
Acceptance testing, performance checks, and access review.
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5Launch
Go-live checklist, admin training notes, support options (as scoped).
What you get
Deliverables depend on scope, but we typically include the items below.
Specs & documentation
- Requirements and workflow map
- Admin notes and operational SOPs
- Handoff and ownership boundaries
Implementation
- Application, integrations, and workflows
- Testing and verification checklist
- Deployment guidance (as scoped)
AI components
- Retrieval/search configuration (where applicable)
- Approval steps for sensitive actions (where needed)
- Logging and monitoring basics (as scoped)
Security & access
- Least-privilege access patterns
- Credential handling guidance
- Environment and ownership review
Example implementations
Examples of what we build. Outcomes vary by business, scope, and constraints.
Operations dashboard
Centralized status, structured workflows, and visibility across roles.
- Role-based views (as scoped)
- Integrations into existing tools
- Documentation and admin notes
Workflow automation
Routing, task creation, notifications, and repeatable handoffs.
- Retry rules and error handling
- Approval steps (when needed)
- Audit-friendly documentation
Internal knowledge search
Search across SOPs and internal documentation to reduce back-and-forth.
- Document ingestion (as scoped)
- Source grounding and review steps
- Logging and maintenance notes
Common questions
Who owns the IP?
Unless otherwise agreed in writing, work delivered for your project is assigned to you upon payment. Third-party services and licenses remain owned by their respective providers.
Can we start small?
Yes. Many projects start with a scoped discovery and a first milestone. Each phase is documented with clear acceptance criteria.
Where do you deploy?
We can deploy to your preferred platform (hosting/VPS/cloud) depending on scope, security needs, and budget. Ownership and access are confirmed before launch.
How do you keep AI reliable?
We use grounding (retrieval), review steps when needed, and logging/monitoring as scoped. We don’t deploy unmanaged automation for sensitive actions without clear approvals and boundaries.
What about data privacy?
We scope access by role and minimize data exposure. Data handling requirements are confirmed during discovery. (This is not legal advice.)
Discuss your build
Email or call with your goals, timeline, and current stack. We’ll confirm scope and next steps.
What to send us
To speed up discovery, include:
- What you want to build (tool, portal, integrations, automation)
- Current tools (CRM, website, analytics, internal systems)
- Users/roles involved and any access constraints
- Timeline expectations and decision owner