Business CRM + Automation Platform
Client relationships that run on a system, not memory.
Built for: Professional services firms — law practices, accountancies, consultancies, and recruitment agencies — where revenue depends on staying on top of many client relationships at once.
Runs in your browser — fictional data, nothing to install.
Real screenshot of the working demo — click it to try the app itself.
The problem
In most professional services firms, client knowledge lives in inboxes, spreadsheets, and people's heads. Leads go quiet because nobody followed up, onboarding steps get missed, and when a colleague is away, nobody can pick up their clients without a long handover. Off-the-shelf CRMs exist, but firms often abandon them because they demand more admin than they save.
The solution
This platform puts the whole client relationship in one place: a pipeline view of every open opportunity, a complete interaction history per client, and automated workflows that handle the routine chasing — follow-ups, onboarding steps, document requests — without anyone keeping a mental checklist. An AI assistant reads the client history so staff don't have to, summarising where things stand and drafting replies that a human reviews and sends.
What it does
Leads pipeline dashboard
Every open opportunity is visible at a glance, staged by where it actually is, so promising leads stop dying quietly in someone's inbox.
Full client interaction history
Every call, email, note, and document sits on one timeline per client, so anyone in the firm can pick up a relationship without a handover meeting.
Automated follow-up reminders
When a lead or client goes quiet, the system prompts the right person at the right time, instead of relying on someone remembering.
Onboarding sequences
New-client steps run in a defined order with nothing skipped, so the first weeks of an engagement feel organised rather than improvised.
Automated document requests
The system asks clients for what's needed and chases politely until it arrives, removing one of the most tedious admin loops in professional services.
AI-drafted replies
The assistant drafts responses grounded in the client's actual history, cutting routine correspondence to a review-and-send instead of a blank page.
AI client summaries
Before a call or meeting, staff get a plain-English summary of the whole relationship in seconds, instead of scrolling months of email.
Why it mattersto the business
- Fewer lost leads, because follow-up happens on a system schedule rather than when someone remembers.
- Less unbilled admin time, as routine chasing, onboarding steps, and document collection run themselves.
- Client knowledge stays with the firm, not with whichever employee happens to hold the relationship.
- Faster, more consistent client communication, with AI drafts that keep a human in control of every message sent.
Technology
Honesty note: This is a demonstration build created to show what a custom CRM and automation platform can look like for a professional services firm — not a client project, and any data shown is fictional.
Want something like thisfor your business?
This demo maps to a real problem. If it's one your business has, I can build the version that fits how you work.