The short version
- The owner checked eight separate tools before every client call.
- We connected them into one portal and added AI that drafts client plans to her own rules.
- The first working version went live three days into the project.
The client asked not to be named. The details are real.
Before every client call, the owner opened eight apps. The CRM. Stripe. Calendly. Call recordings. Google Sheets. Drive. Telegram. Her inbox, where real client messages hid among automated emails.
She isn't unusual. Microsoft found "62% of survey respondents say they struggle with too much time spent searching for information".[1]
Then came the plans. Every client got a personalised plan, written from scratch, by hand.
What we built
We connected all eight tools into one portal. Open a client and everything is there: calls, forms, files, payments, past plans. A morning view shows who needs attention today.
The plan writer is where AI comes in, carefully. It drafts each plan using the owner's own written method, checks its work against her rules and flags anything uncertain. She reviews and approves. Nothing reaches a client without her sign-off.
The real result isn't a number. It's an owner who starts the day knowing exactly who needs her, with the time to give it.
Sources
Sources checked 7 November 2026. Product features and prices change often, so check the vendor's site before you buy.