How-to guides, done properly.
Step-by-step walkthroughs for the tools, integrations, and setups we build and run. Plain English, no fluff.
Foundation
Database & Settings
The data foundation every other module is built on — fast, on your own server, and backed up with your site.
Sign-in & Access Control
Google sign-in locked to your team, with roles, per-record privacy, and a log of every attempt to get in.
Microsoft 365 Sign-in
Adds Microsoft 365 / Entra ID sign-in next to Google, on the same approved-team allowlist.
Dashboard Shell
The dashboard frame every tool plugs into — navigation, layout, and built-in charts.
Marketing & Site
Marketing Website
A fast, static marketing site — every page content-driven and editable without touching code.
Headless CMS
Write and publish site content from your dashboard — editors never touch the code.
Page Builder
Build and redesign live pages visually — drafts, versions, and previews, with no code access.
AI-Editable Pages
Every page's copy and images editable by Claude over a secure connector — into a draft you approve.
Blog Engine & Voice System
A blog pipeline with an AI-voice system that stops AI-written posts reading like AI.
SEO Toolkit
Search Console, Bing, and PageSpeed data in one dashboard, plus the technical SEO plumbing built in.
Analytics & Attribution
First-party tracking that connects ad spend to real revenue — click to closed deal — without handing data to a third party.
Media Library
Upload and generate images for your site, stored safely outside anything a deploy wipes.
Office Geo-Targeting
Show each visitor the nearest office's details automatically, without redirecting them.
Google Business Profile Posts
Write one post, approve once, and publish it to every office's Google listing at the same time.
Sales & CRM
Lead Flow & Pipeline
Capture leads, work them on a drag-and-drop board, and score them automatically with attribution.
Relationship CRM
A CRM that builds itself from your Gmail — contacts and companies, grouped and timelined automatically.
Forms & Intake
Contact, careers, and access-request forms that work with or without a server — bot filtering built in.
HubSpot Connection
Send leads straight into an existing HubSpot with attribution intact — alongside, not instead of, what's there.
Add-ons Catalog
Puts the whole module library in your dashboard as cards — request one and it reaches us as a lead.
Operations
Scheduling & Dispatch
Online booking, worker schedules, a dispatch board, and two-way Google Calendar sync.
Automation Engine
Visual trigger–wait–action workflows, without paying for a separate automation service.
Notifications & Messaging
Templated email with a human-approval send queue, plus SMS, alerts, and compliant unsubscribe.
Team Access & Permissions
Invite people into the dashboard and set exactly what each can open — from Settings, no redeploy.
Office Registry
One shared list of your offices — addresses, service areas, and the Google listing each maps to.
Finance
AI & Automation
MCP Connector
Connects your back office to Claude, so the AI can read your pipeline and act — securely and logged.
AI Agent Chat
A chat agent inside your dashboard that operates the business through the same secure tools.
Website AI Agent
Lets an AI edit your public site's content and design — every change a draft, on its own leash.
Ready to grow?
Tell us about your roadmap, your stack, and the deadline that's making you nervous. We'll come back in 48 hours with a plan.