Client, project & task management
Clients, projects, owners, deadlines, statuses and documents in one place, so every job can be tracked.
Custom systems
A system built around the way your company works.
A custom system organizes processes, information and tasks around the way your company actually works. It’s designed for businesses that grew across spreadsheets, folders, messages and disconnected tools, and need to centralize their operation without bending their processes to fit generic software.
Tell us how your company worksWhen your operation is spread across too many places
Information isn’t always missing. Often it exists, but it isn’t organized around the work your team needs to do.
- Clients, projects and documents are split across spreadsheets, Drive folders, emails and WhatsApp groups.
- Finding anything depends on knowing who saved it, and part of the know-how lives in people’s heads.
- The same information gets entered several times just to keep a process moving.
- Spreadsheets that worked at the start became hard to maintain with more clients, people and processes.
Systems for processes that don’t fit an off-the-shelf solution
A few examples of what we usually build.
Client or supplier portals
Spaces to look up information, submit requests, share documents and follow the progress of a process.
Dashboards & KPIs
The state of your operation in one dashboard, without merging files by hand before every meeting.
Requests & approvals
Requests that need review, approval or routing, with clear visibility of what’s pending and who’s responsible.
Replacing critical spreadsheets
Processes that depend on spreadsheets become a system with centralized data, permissions, history and rules.
Processes specific to your business
Orders, assignments, resources, controls or any process that doesn’t fit existing software well.
What a custom system can solve
Depending on each company’s needs.
When a process involves several tools that need to exchange information, we build the integrations too.
See automation & integrations- Clients, projects and operations in one place
- Knowing what’s pending and who owns it
- Entering each piece of data only once
- Documents organized in context
- History of clients, projects and requests
- Permissions by user type
- Review and approval workflows
- Structured request forms
- Alerts and reminders for key tasks
- KPIs in a single dashboard
- Connecting processes that run separately today
- New features as your operation changes
If the system gets in the way, the team goes back to the spreadsheet
A custom system shouldn’t move a messy process onto a prettier screen. First we understand how your team works, what information it needs, which tasks it repeats and where the friction is. From there we decide what to keep, simplify or reorganize.
And from day one it’s clear who owns what: your company’s data and the developments built specifically for your operation are yours.
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Fewer unnecessary steps
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Information where it’s needed
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Adapted to your team
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Your data stays yours
Drive can stay Drive
Centralizing your operation doesn’t require moving every file. Documents stay in Drive, and the system links them to clients, projects and owners, showing what each one means within your operation.
See automation & integrationsAI as a way to query the system
With organized information, your team can ask "which of this client’s projects are active?" or "summarize this project’s history before the meeting" instead of digging through folders and records.
See AI for businessFrom a scattered process to an organized system
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01
Understand how you work today
The real process, the tools, who’s involved and where work is repeated or information is scattered.
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02
Define what the system needs
Information, rules, users and features, before deciding what to build.
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03
Prioritize what matters
The project can be split into stages, starting with the most urgent process.
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04
Implement and test in practice
We validate it with the real operation and adjust what’s needed for the team to adopt it.
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05
Add new capabilities
New processes, users, integrations or automations as new needs come up.
Custom systems FAQ
Isn’t it more expensive than off-the-shelf software?
Existing software can be the best option when it covers your needs well. A custom system makes sense when your company has to bend its processes too much to fit the tools, uses several products to complete a single operation, or needs features a standard product doesn’t offer. The decision starts from the problem, not from building something in-house on principle.
Can we start with just one part?
Yes. There’s no need to move your whole operation into the new system at once. We identify the most important process, build that first stage and expand later.
What about the information we already have in spreadsheets?
First we review what exists, how it’s organized and what needs to go into the new system. Migrating everything doesn’t always make sense: the idea is to keep what’s useful and leave behind clutter and data that’s no longer relevant.
Will the team adapt?
Adoption depends on the system making daily work easier. That’s why we study how your team works before defining the solution: if using the system is harder than the spreadsheet, people go back to the spreadsheet.
Can we request changes later?
Yes. Processes change, and the system can evolve with new features, rules, users and connections through our support and evolution service.
Is the data ours?
Yes. The data your operation generates is yours and can be retrieved whenever you want. Developments built specifically for your company are yours too. When the solution uses general components from our development base, their use and scope are defined in the project terms.
Your company doesn’t have to adapt to a collection of tools
If your operation grew across spreadsheets, Drive, emails, WhatsApp and manual processes, you don’t need to arrive with the solution already defined. Tell us how you work today, what information you handle and where the problem is. From there we’ll decide what to centralize, what can stay as it is and what should become a system.