What does the project cover?
One self-hosted platform: lead pipeline, scheduling, multi-channel analytics, invoicing and a client portal, multi-tenant with role-based access.
Internal systemOperating systemInternal product
Syntelligence OS
CRM, documents and a client portal on one dataset
CRM, documents, billing and a client portal connected to one database.
The interface and project data are private.
Project scope
The interface and data are private. This case describes the work without exposing client materials.
Project scope
Syntelligence OS
The need
Client data and project work were spread across separate tools, each storing its own copy of the contact.
What we built
One self-hosted platform: lead pipeline, scheduling, multi-channel analytics, invoicing and a client portal, multi-tenant with role-based access.
How it works
A contact is one record, and the work around it happens in one place rather than being exported between tools.
CRMLead pipeline
DocumentsContracts and invoicing
RolesAccess permissions
PortalClient workspace
Frequently asked questions
How can I view the project?
The interface and project data are private.
Your project
Need a similar solution?
Tell us about the task, the data and the tools your business uses. We will define the application, integrations and automation it needs.
Tell us about your project →