Real systems, screen by screen
Sales platforms, an industrial operating system, property management, finance, lead management and visitor analytics. Open any project, filter the tools inside them, or try the Rep Hub demo.
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01 · Sales CRM & training platformRep Hub 8screens -
02 · Company operating systemIndustrial Operations Platform 1screens -
03 · Property management platformVeritas Property Management 26screens -
04 · Operations & finance portalOwner Portal 9screens -
05 · Lead management & analyticsMarathon Finishing Systems 31screens -
06 · Visitor intelligence & coaching CRMGriffin Winship Coaching 28screens
Rep Hub
From joining the sales team to delivering the sale, in one connected platform.
- A / Problem
The problem
New representatives learned the job in one place, worked customers in another, and then handed signed deals to people who had to piece together what was sold.
- B / Flow
How work moves
- Apply and trainRecruit
- Work the pipelineRep
- Sign and payCustomer
- DeliverDelivery
- Pay commissionsAdmin
- C / Split
Software vs people
- Activation after signature and payment
- Delivery work assigned with full context
- Commission calculations
- Coaching and hiring decisions
- Customer conversations
- Pricing and approvals
A platform we built and run for a sales organization.
Industrial Operations Platform
One accountable digital thread from the first inquiry to engineering, production, installation, billing and service.
- A / Problem
The problem
A complex sale used to be the finish line. After "closed won", each department restarted the story from a forwarded email or a spreadsheet: engineering, purchasing, production, delivery, finance and service.
- B / Flow
How work moves
- Inquiry to quoteSales
- Won: job createdOperations
- Engineering and purchasingEngineering
- ProductionManufacturing
- Ship and installField ops
- Service and warrantyService
- C / Split
Software vs people
- Handoffs recorded as controlled state changes
- Exceptions raised with an owner and next action
- Context carried from quote to service
- Accepting or returning a handoff
- Decisions on exceptions
- Customer and site conversations
An operating system for a private industrial company, shown without the client's name.
Veritas Property Management
Tenants, owners and staff connected around the same requests, records and updates.
- A / Problem
The problem
Tenants need their account, lease and documents, plus an easy way to ask for help. Owners want to know what is happening at their properties. Staff sit in the middle, managing both sides by email and phone.
- B / Flow
How work moves
- Request with photosTenant
- ReviewStaff
- AssignStaff
- Update and closeStaff
- Owner viewOwner
- C / Split
Software vs people
- Request routing and status updates
- Notifications to tenants and owners
- Document reminders
- Approving work and spend
- Tenant conversations
- Vendor selection
A platform for Veritas Property Management, a residential property manager. The vendor workflow is a proposed next phase.
Owner Portal
Proposals, payments, banking, invoices and every department's tasks in one portal for the business owner.
- A / Problem
The problem
Proposals were built in one tool, invoices and subscriptions lived in another, the bank in a third, and every department tracked its own tasks.
- B / Flow
How work moves
- Build the proposalOwner
- Client acceptsClient
- Get paidFinance
- ReconcileFinance
- Deliver the workTeam
- C / Split
Software vs people
- Recurring billing and renewal dates
- Flagging failed and past-due payments
- Suggested bank matches
- Pricing and proposal content
- Approving reconciliation
- Assigning and prioritizing work
An internal operations and finance portal built for Leads To Sales, the company that operates Nashline Software. Customer names and amounts are blurred.
Marathon Finishing Systems
Every quote request, brochure download and call click in one admin panel, with analytics that show where leads come from and what turns into quotes.
- A / Problem
The problem
Quote requests, contact forms and brochure downloads came in through different website forms, with no shared list, owner or pipeline stage.
- B / Flow
How work moves
- Capture the leadWebsite
- Screen itSystem
- Assign and work itSales
- Quote and closeSales
- MeasureManagement
- C / Split
Software vs people
- Collecting every form and brochure download
- Holding suspected spam for review
- Matching repeat inquiries
- Assigning owners
- Quoting and pricing
- Moving leads through the pipeline
An admin panel and analytics panel built for Marathon Finishing Systems, a spray booth and finishing equipment manufacturer. Lead names, companies and emails are blurred.
Griffin Winship Coaching
A command center that shows who is visiting, who is applying for coaching and who is waiting on a reply, with analytics from first visit to application.
- A / Problem
The problem
Coaching applications, partnership requests and half-finished forms came in separately, with no single place to see who was waiting on a reply.
- B / Flow
How work moves
- Track the visitWebsite
- Recognize the personSystem
- Catch the applicationSystem
- Reply and follow upCoach
- Learn what worksCoach
- C / Split
Software vs people
- Recording visits and joining them to a person
- Saving unfinished applications
- Flagging overdue replies
- Replying to applicants
- Choosing who to coach
- Partnership decisions
A command center, admin panel and analytics panel built for Griffin Winship Coaching. Visitor and applicant details are blurred.
Every tool inside these systems
Filter by complete systems, CRMs, admin panels, analytics panels, AI tools, sales tools, operations tools or documents. Click any screen to view it full size.
55 plates in this view
- Rep Hub
From joining the sales team to delivering the sale, in one connected platform.
Open the project ↓ - Industrial Operations Platform
One accountable digital thread from the first inquiry to engineering, production, installation, billing and service.
Open the project ↓ - Veritas Property Management
Tenants, owners and staff connected around the same requests, records and updates.
Open the project ↓ - Owner Portal
Proposals, payments, banking, invoices and every department's tasks in one portal for the business owner.
Open the project ↓ - Marathon Finishing Systems
Every quote request, brochure download and call click in one admin panel, with analytics that show where leads come from and what turns into quotes.
Open the project ↓ - Griffin Winship Coaching
A command center that shows who is visiting, who is applying for coaching and who is waiting on a reply, with analytics from first visit to application.
Open the project ↓ - AI sales assistant
Reps ask for discovery questions or objection handling and get answers grounded in the company playbook.
From Rep Hub ↓ - AI call roleplay
Reps practice real call scenarios against an AI prospect and get coached on what to improve.
From Rep Hub ↓ - AI-assisted discovery brief
A guided call brief with AI auto-fill that becomes the build request for delivery.
From Rep Hub ↓ - Quick dialer
A focused calling queue with one-click outcomes that update the lead and set the next follow-up.
From Rep Hub ↓ - Proposals and billing
Active, sent and completed proposals with deposit collection and signature status.
From Rep Hub ↓ - Proposal tracking
Copy a link, preview or track views. A signed and paid proposal starts delivery.
From Rep Hub ↓ - Rep training hub
Playbooks, a video library and AI call practice in one place for new and existing reps.
From Rep Hub ↓ - Video training library
A day-by-day path from cold calls to closing, with progress tracked per rep.
From Rep Hub ↓ - Visual proposal editor
Proposals assembled from sections such as services, pricing, timeline and payment plan.
From Owner Portal ↓ - Client proposal preview
What the client sees: proposal, agreement and initial investment in one flow.
From Owner Portal ↓ - Portfolio overview
Every property with occupancy, rent and open requests at a glance.
From Veritas Property Management ↓ - Reports dashboard
Requests opened and completed, occupancy, rent and repair spend over time.
From Veritas Property Management ↓ - Portfolio breakdown
Requests by priority and occupancy by property across the portfolio.
From Veritas Property Management ↓ - Payment processor
Collected, outstanding and paid out, with every payment and its status.
From Owner Portal ↓ - Bank reconciliation
Bank transactions matched to deposits, with anything unmatched flagged for review.
From Owner Portal ↓ - Recurring subscriptions
Monthly plans with renewal dates and past-due flags.
From Owner Portal ↓ - Team tasks and calendar
Every department's work on one calendar, linked to the client and service.
From Owner Portal ↓ - Maintenance command center
Requests by stage from new to done, with urgency and owner.
From Veritas Property Management ↓ - Preventive maintenance
Recurring seasonal tasks that create requests on schedule.
From Veritas Property Management ↓ - Offline inspections
Inspections captured on site, even without signal, with photos and follow-ups.
From Veritas Property Management ↓ - Lead analytics overview
Leads, brochure downloads, quotes, closed deals and win rate for any date range and form type.
From Marathon Finishing Systems ↓ - Source, pipeline and owner breakdown
Submissions by traffic source, pipeline stage, form type and owner on one page.
From Marathon Finishing Systems ↓ - Call click tracking
Every tap on a phone number, with the page it came from and whether it matched a submission.
From Marathon Finishing Systems ↓ - Submissions over time
Daily submissions and the running total, for the last 7 days, 90 days or all time.
From Marathon Finishing Systems ↓ - Lead command center
Every contact form, quote request and brochure download in one list with owner, source and stage.
From Marathon Finishing Systems ↓ - Lead detail workspace
The inquiry, product interest and where the visitor came from, with pipeline and owner controls.
From Marathon Finishing Systems ↓ - Lead journey
Sessions, pages and source for each lead, so sales knows what the buyer looked at.
From Marathon Finishing Systems ↓ - Brochure download leads
Everyone who downloaded a product brochure, worked through the same pipeline as quotes.
From Marathon Finishing Systems ↓ - Accounts and API access
Team accounts, invite links and a read-only leads API for connected tools.
From Marathon Finishing Systems ↓ - Role permissions
What each account can see and change, set per person.
From Marathon Finishing Systems ↓ - Spam detection
Suspected spam is held for review instead of landing in the sales queue.
From Marathon Finishing Systems ↓ - Coaching command center
Applicants waiting for a reply, overdue follow-ups, visitors and applications at a glance.
From Griffin Winship Coaching ↓ - Traffic source intelligence
Where visitors come from, with the share that turns into coaching applications.
From Griffin Winship Coaching ↓ - Conversion funnel
How far visitors get, from landing to a completed application.
From Griffin Winship Coaching ↓ - Application drop-off
Where the application pauses, step by step.
From Griffin Winship Coaching ↓ - Campaign tracking
Tagged links and campaigns measured by the visitors and leads they bring.
From Griffin Winship Coaching ↓ - Source comparison
Two traffic sources side by side: visitors, applications, conversion and time on site.
From Griffin Winship Coaching ↓ - Audience locations
Where the audience is, by country and region.
From Griffin Winship Coaching ↓ - Live visitor monitoring
Who is on the site right now, with time on site and a map of the audience.
From Griffin Winship Coaching ↓ - Visitor profiles
One person's visits, applications and intent, joined once they share a name or email.
From Griffin Winship Coaching ↓ - Application queue
Every coaching application with status, unread markers and export.
From Griffin Winship Coaching ↓ - Response and next action
Each applicant's answers with a reply, next action and follow-up date.
From Griffin Winship Coaching ↓ - Unfinished form recovery
Applications people started but didn't finish, saved so the coach can reach out.
From Griffin Winship Coaching ↓ - Partnership inquiries
Brand and partnership requests kept apart from coaching applications.
From Griffin Winship Coaching ↓ - Resident directory
Residents, owners and partners in one searchable directory.
From Veritas Property Management ↓ - Activity timeline
Every note, update and change for a person, in order.
From Veritas Property Management ↓ - Lease document editor
Leases and notices written inside the platform with fields and clauses.
From Veritas Property Management ↓ - Smart document fields
Property, unit and resident details drop into documents automatically.
From Veritas Property Management ↓ - Send for e-signature
Each signer gets a private link by email. No account needed.
From Veritas Property Management ↓
22 capabilities you just saw
Each one is a working part of a real system. Click to jump to its project.
Most of our work runs under NDA
The systems above are the ones our clients allow us to show. On a call we can walk you through relevant experience in your industry.