Improve one process.
A few weeks
Fix a task that costs your team time, such as preparing proposals or calculating commissions.
- Invoicing and payment workflows
- Proposal documents and quoting
- Sales commissions and reporting
Custom software & automation
We build custom applications and integrations around how your team works. From a better payment workflow to a complete operations platform, make the next step fit your business.
The work, connected
CRM · Quotes · Proposals
Scheduling · Materials · Handoffs
Payments · QuickBooks · Reporting
A system your team can follow, with fewer things that only you know how to do.
Commissions
Automate
This client used to prepare the reports by hand.
Before
Manual report preparation
Now
Reports ready to send
Send the factory files. The software automatically applies the commission rules and generates reports for the salespeople.
See project detailsThe client drops the sales files into a shared folder for processing.
Scope & timing
A few weeks
Fix a task that costs your team time, such as preparing proposals or calculating commissions.
Scoped around your systems
Connect the tools you already use so your team spends less time copying information between them.
Around two months for a first release
When your process needs more than another workaround, build a connected system around the business.
Planning examples, not fixed deadlines. Integrations, data, and review cycles shape the schedule. A first release is a defined starting point, not every future feature.
Scope & timing guideWalk through the real process, the workarounds, and the tools you already have.
Define scope, dependencies, price, and what success looks like before the build.
Review working software together and test the actual tasks your team needs to complete.
Agree on training, documentation, ownership, maintenance, and support.
The system is part of the business. We also help with the books and financial decisions behind it, so improvements stay connected to the bigger picture.
Our connected approachBefore we build
Let’s find the starting point
Tell us what is getting in the way. We’ll listen, ask a few questions, and work out whether there’s a useful next step together.
(484) 999-3347Helping businesses in West Chester and across the US.
We reply to inquiries within one business day.
No need to have the solution figured out.