Proof not a

portfolio of

pretty screenshots

Proof not a portfolio of pretty screenshots

Every case study shows what was broken, what we built, and what changed after launch from workflow automation and system integrations to custom software. Numbers first. Screenshots second.

Proof not a portfolio

of pretty screenshots

Dashboard results

100 +

Client solutions delivered

70 +

Cost savings achieved

ROI-FIRST

Every case starts with the outcome

Featured Automation Case Study

Featured result

A real business problem, a purpose-built solution, and measurable results.

Human resources

Leave Time Pro · HR & Workforce Management

70%

Less Manual HR Work

The problem

Leave requests, approvals and paperwork lived in email and spreadsheets. HR spent most of the week chasing forms instead of people.

What we built

A full HRM platform covering leave, attendance and approvals with role-based workflows and audit trails.

After launch

HR paperwork dropped by about 70% and approvals moved from days to hours.

Explore Case Studies

Explore real examples of how we solve problems with AI automation, workflow automation, system integrations, and custom software.

Filter by the kind of problem you are trying to solve.

Sun Education Group · Education

Lead management that

ends cold follow-ups

Days → mins

Lead response time

Problem. Inbound leads arrived from multiple channels and sat unclaimed. Sales had no shared view of who owned what.

Built. A lead management system with routing, ownership rules and a single pipeline for every campus team.

Result. Follow-up lag collapsed from days to minutes and every lead got an owner.

Healthcare client· Healthcare

HubSpot to ClickUp

two-way sync

2 - Way

Sync without update loops

Problem. Deals, contacts and companies lived in HubSpot while delivery lived in ClickUp. Updates in one tool bounced back into the other, creating duplicates, conflicts and infinite sync loops across multiple pipelines.

Built. A Zapier two-way sync with stage mapping, conditional filters and a five-minute delay so confirmed HubSpot deals, contacts and companies land on the right ClickUp lists and tasks — without circular updates.

Result. Both platforms stay aligned in near real time. Looping updates stopped, duplicate entry disappeared, and new pipelines can be added without rebuilding the integration.

The Caruana Group · Home services

Salesforce to ActiveCampaign

with SMS follow-ups

SF→ AC

CRM migrated without data loss

Problem. Salesforce had grown too heavy and expensive for a Central Texas pool builder. Facebook and website leads synced inconsistently, follow-ups slipped on long sales cycles, and automations stopped at email.

Built. A full Salesforce-to-ActiveCampaign migration with a stage-mapped pipeline, custom project fields, Facebook and website capture, and SMS cadences for daily reminders, weekly updates and monthly re-engagement.

Result. Contacts and deals moved without loss. New leads land in the right stage automatically, and consultations and in-progress projects no longer sit without a follow-up.

GoHighLevel client · Sales operations

AI conversation summaries inside GoHighLevel

2 - Tags

Recent or full AI summaries

Problem. Sales reps were opening thousands of GoHighLevel contacts and reading full SMS and email threads before every outreach. There was no summary, and the review did not scale.

Built. tag-triggered ChatGPT workflow in GHL: one tag refreshes a last-five-days summary against prior notes, another produces a full-history summary. Both save automatically to the contact record and skip duplicate writes.

Result. Reps open Notes and have context before a call. Manual thread review dropped off, response speed went up, and the same system now runs across thousands of contacts.

Career Shake-Up · Career consultancy

Zoho client ops from campaign

to payment

80%

Less admin across the client journey

Problem. Leads from ActiveCampaign, meetings in OnceHub, invoices in Zoho Books and support in the CRM were all typed by hand. Contacts duplicated, documents missed their records, and the team learned about payments and bookings after the fact.

Built. A Zoho-centred workflow: ActiveCampaign forms create contacts and deals, welcome emails and portal invites fire on intake, Zoho Books syncs quotes and invoices, OnceHub keeps meetings current, Zoho Desk tickets the team on payments and bookings, and reports cover revenue by week through year.

Result. Admin work dropped by over 80%. CRM, invoicing and scheduling stay in sync, onboarding is instant, and the team sees the full client journey without moving data by hand.

Serene Construction · Construction

JobTread to HubSpot without

Zapier costs

90%

Less spent on Zapier automations

Problem. Jobs, vendors, tickets and daily logs were kept in sync between JobTread and HubSpot by a pile of Zapier Zaps. Task costs climbed, syncs lagged, and records went missing or duplicated.

Built. A Node.js server on the JobTread and HubSpot APIs with bidirectional job, deal, vendor, ticket, log and document sync, plus duplicate handling, logging and reconciliation — hosted in the cloud and run under PM2.

Result. Automation costs dropped by over 90%. Syncs run in near real time without duplicate records, and the team monitors every event from one place as volume grows.

Wyzegyde · Real estate

Property SaaS with AI

deal analysis

1 Platform

Replaced spreadsheet chaos

Problem. Agents and investors ran deals across spreadsheets, PDFs and separate pricing tools. Presentations took hours to assemble by hand.

Built. A SaaS platform for leads, properties, API-backed pricing, net-sheet analysis, AI presentations and live value charts.

Result. Deal analysis and investor decks moved from a multi-hour chore to a product workflow.

Multi-client automation work · Operations

CRM and marketing automation

systems

20 + hrs

Saved per week on CRM work

Problem. Teams were paying for HubSpot, Zoho, ActiveCampaign and ClickUp — then reconnecting them every morning by hand.

Built. Automation workflows for lead sync, campaign triggers, task creation and cross-CRM data hygiene.

Result. Manual transfers between tools were replaced with scheduled and event-driven workflows.

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