CRM
Enquiry becomes a customer record with history.
Example system / demonstration
A connected trade and operations system, shown as a demonstration.
Screens below are demonstrations. They show the class of system we build. They are not a live client account and not a fabricated client count.
Business Operating System
Example system
Trading position
MONTH TO DATE
Revenue
$184k
+12% vs last month
Gross margin
34%
+2.1 pts
Pipeline
$612k
Weighted $268k
Cash in
$127k
4 invoices overdue
RevenueJobs completed
→ One place to see revenue, margin and cash — without a spreadsheet export.
CRMQuotingJobsProcurementInvoicingPortalBIAI
Example system / demonstration
We don't just talk about building software. We build it.
This is a demonstration of a connected trade operating system — CRM, quoting, customer portal, jobs, invoices and intelligence. It is an example system, not a claimed client case study.
Quote engine
Configuration, calculation, PDF, approval.
Customer portal
Approve, pay a deposit, see documents.
Scheduling
Accepted work lands on a crew calendar.
Field / jobs
Photos, notes and completion on the job.
BI + AI
Profitability and a question the system can answer.
CRM · lead movement
North warehouse enquiry
Quote · configure → calculate
42 m · calculated 7,812
Portal · quote approval
Quote Q-1842 · A$18,640
BI · dashboard filter
Revenue $184k
Scheduling · place a job
AI · inside the system
Which jobs are currently most profitable?
Coastal residence 41%. Logistics yard 38%. Both above target margin.