CUSTOM SOFTWARE · AI · AUTOMATION
Workbench CRM.
A connected operating system for service businesses.
THE PROJECT
A connected operating system for service businesses.
An independent product bringing client management, scheduling, invoicing, marketing, and AI into a unified business platform.
The challenge
Service businesses often rely on disconnected tools to manage clients, jobs, payments, and follow-ups. Workbench brings those workflows together in a platform designed around day-to-day operations.
The approach
The platform connects client records to scheduling, job tracking, quotes, and invoices. Marketing tools and a visual workflow editor help coordinate follow-ups, while an AI receptionist supports phone-based interactions. It is an independent product that demonstrates end-to-end application design and development.
What’s inside
- CRM, scheduling, quotes, invoices, and Stripe payments
- Marketing funnel builder and email campaign automation
- AI receptionist with call transcription
- Visual workflows, lead scoring, and routing
- Equipment inventory and QR-based checkouts
More of the work.
SOMETHING IN MIND?
A better workflow. A bold idea. A system that changes everything.
Let’s figure out what’s possible.