Software we've built, screen by screen.
Real platforms running sales teams, property portfolios, finance, lead management, visitor analytics and industrial operations. Browse complete systems or the individual tools inside them, open any screen full size, or try the Rep Hub demo yourself.
- 6
- platforms you can explore
- 103
- real screens
- 20+
- custom systems delivered
- 9+
- industries served
Complete systems, and the tools inside them
Filter by what you want to see: full platforms, CRMs, analytics panels, admin panels, AI tools, sales tools, operations tools or documents. Click any screen to view it full size, or jump to the project it came from.
- Rep Hub
From joining the sales team to delivering the sale, in one connected platform.
See the full project ↓ - Veritas Property Management
Tenants, owners and staff connected around the same requests, records and updates.
See the full project ↓ - Owner Portal
Proposals, payments, banking, invoices and every department's tasks in one portal for the business owner.
See the full 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.
See the full 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.
See the full project ↓ - Industrial Operations Platform
One accountable digital thread from the first inquiry to engineering, production, installation, billing and service.
See the full 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 ↓
Rep Hub
From joining the sales team to delivering the sale, in one connected platform.
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.
How it works
- Apply and trainA candidate applies, moves through training and becomes a representative in the same platform.
- Work the pipelineLeads, calls, follow-ups, meetings, proposals and contracts live in the rep's workspace.
- Sign and payA signed contract and payment start activation automatically, carrying the sale's details forward.
- DeliverFulfillment teams receive a complete handoff and the work they are responsible for.
- Pay commissionsCommissions connect the commercial work back to the people involved.
Who sees what
A platform we built and run for a sales organization.
Veritas Property Management
Tenants, owners and staff connected around the same requests, records and updates.
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.
How it works
- Request with photosA tenant reports an issue from their portal and attaches photos.
- ReviewStaff review the request with the tenant's history and lease details alongside.
- AssignThe work is assigned, and the tenant sees that it is in progress.
- Update and closeUpdates are shared with the right people, and the request closes with a record of what was done.
- Owner viewOwners see activity at their properties without calling the office.
Who sees what
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.
Proposals were built in one tool, invoices and subscriptions lived in another, the bank in a third, and every department tracked its own tasks.
How it works
- Build the proposalSections, pricing and a payment plan are assembled in a visual editor and previewed as the client will see it.
- Client acceptsThe client reviews the proposal, agreement and initial investment in one flow.
- Get paidInvoices and recurring subscriptions are created and tracked, with failed and past-due payments flagged.
- ReconcileBank transactions are matched to deposits, and anything unmatched waits for review.
- Deliver the workTasks are linked to the client and service and assigned to the right department on a shared calendar.
Who sees what
An internal operations and finance portal built for Leads To Sales, the company that operates Bayou Thread Systems. 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.
Quote requests, contact forms and brochure downloads came in through different website forms, with no shared list, owner or pipeline stage.
How it works
- Capture the leadContact forms, quote requests and brochure downloads land in one list with the product and form answers.
- Screen itSuspected spam is held for review, and repeat inquiries are matched to earlier ones.
- Assign and work itEach lead gets an owner and a pipeline stage, with the visitor's journey and notes in one place.
- Quote and closeQuoted leads are filtered by stage so follow-ups don't slip.
- MeasureAnalytics show submissions, sources, call clicks, quotes and win rate for any date range.
Who sees what
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.
Coaching applications, partnership requests and half-finished forms came in separately, with no single place to see who was waiting on a reply.
How it works
- Track the visitEach visitor's source, pages, device and location are recorded from the first visit.
- Recognize the personOnce someone shares a name, email or handle, their earlier visits are joined into one profile.
- Catch the applicationCompleted applications go to a queue, and unfinished ones are saved for recovery.
- Reply and follow upThe command center lists who is waiting on a reply, with a next action and follow-up date for each.
- Learn what worksAnalytics show sources, pages, campaigns, devices and where the application pauses.
Who sees what
A command center, admin panel and analytics panel built for Griffin Winship Coaching. Visitor and applicant details are blurred.
Industrial Operations Platform
One accountable digital thread from the first inquiry to engineering, production, installation, billing and service.
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.
How it works
- Inquiry to quoteSales captures the inquiry, runs discovery and builds the quote and scope with engineering.
- Won: job createdClosed won is the starting signal. The job opens with the customer promise and all its context attached.
- Engineering and purchasingDrawings, bill of materials and approvals flow into purchasing, with blockers visible to everyone affected.
- ProductionWork orders, materials and blockers are tracked against the delivery promise.
- Ship and installFreight, site readiness and installation are coordinated with field operations.
- Service and warrantyThe installed asset carries its full history into warranty and service tickets.
Who sees what
An operating system for a private industrial company, shown without the client's name.
26 capabilities we have already built and shipped
Each of these is running in a real system today. Click one to jump to the project it came from.
Most of our work is under NDA
The systems we build run privately inside companies and often handle sensitive information, so we only show projects our clients allow us to share. Customer names and amounts in these screens are blurred or sample data. On a call we can walk you through relevant experience in your industry.
Want a system like these?
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