The challenge
A service business with one-on-one sessions and long engagement programs needed a single system for clients, programs and documentation — instead of three generic tools that doubled the work.
Back to work
Private client · Service operations
Operations platform with a CRM built from scratch.
A conversion-focused public interface, backed by a CRM that manages service programs, client records, reminders and automated session summaries.
- Role
- Architecture · UX · Engineering · Integrations
- Year
- 2025
- Status
- In production
CRMAutomationAI
The approach
A conversion-focused interface that funnels toward a discovery call, and a dedicated CRM wired to phone and WhatsApp that transcribes and summarises every session automatically.
- Bilingual interface (HE + EN)
- Intake form with triage and lead scoring
- CRM with client records and service programs
- AI-generated session summaries
Outcome
Site is live, CRM in daily use. Final KPIs published at end of first full quarter in production.
×3
qualified leads
0.9s
actual LCP
AA+
accessibility
Stack
- TanStack Start
- Supabase
- Twilio
- OpenAI
- Tailwind
Service business needing a custom CRM?
Generic systems only add friction. We'll build something that fits your process.