Context
Small businesses run on a patchwork of subscriptions — one tool for the CRM, another for email blasts, another for e-signatures, another for invoicing. None of them talk to each other, and the customer record ends up scattered across five vendors.
Problem
Every integration is a seam where data goes stale or gets lost. A contact updated in the CRM doesn't reach the mailing list; a signed quote doesn't become an invoice; nobody can answer "what has actually happened with this customer?" without opening four tabs.
Solution
A single platform built around one contact record, with modules layered on top of it:
- CRM — contacts, companies and relationships, custom fields, tags, groups, pipelines, and activity history
- Outreach — email and SMS templates, scheduled mass sends, and physical direct mail through Lob
- Documents — e-signature envelopes, forms and responses, shared folders, and generated quotes
- Operations — tasks with timers and checklists, events with RSVPs, and built-in team chat
- Commerce — inventory with WooCommerce sync, online and offline orders, invoicing, and Stripe payments
Behind it sits an Express and MongoDB API with Bull-backed job queues for the heavy work — bulk imports, mass sends, IMAP mailbox sync — plus Firebase push and SendGrid for delivery.
Outcome
Around 95 domain models across 75 route modules in production, covering work that previously spanned several separate vendors.