Case study Built by us
The ops console
Our lead pipeline, support desk and sales playbook in one login. The internal system that runs our own funnel: every enquiry and support ticket arrives here, is worked through stages, and becomes a client and a project when it is won.
- You own
- The code, from day one
- Status
- Built and run by us
- Services
- CRM & integrations, Web & product
A product we built and run ourselves, so every detail here is real.
The challenge
What needed solving.
Enquiries from a site, a voice agent and a support page all need one home, one set of stages and one place where the sales playbook lives so human and AI agents follow the same script.
The approach
What we did.
Each step below is something you can see and approve before the next begins.
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One inbox for everything
Sales enquiries and support tickets are kept apart but live side by side, filterable by service and status.
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Won leads become clients
A single action converts a won enquiry into a client and a project with the original conversation attached.
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The playbook inside the tool
Openers, qualifying questions and objection answers per service, so a caller reads the script on the call.
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Secure by default
Individual logins, hashed passwords, session cookies and a forced password change on first sign-in.
What was built
The deliverables.
- Lead and ticket console
- Client and project records with phases
- Convert-to-client action
- Per-service sales playbook
- Username and password sign-in
- Notes that append and never overwrite
Stack
- FastAPI
- SQLite
- Vanilla JavaScript
- scrypt
- Caddy
The facts
Everything here is real.
This is a product we built and run ourselves, so every detail below can be checked.
- Sections
- Leads, Tickets, Clients, Playbook
- Auth
- Username and password, forced change on first login
- Rule
- Support tickets can never convert to a project
Services behind this
Want something like this?
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CRM setup and customisation
HubSpot, Zoho, Pipedrive or custom — configured around your sales process, with your team trained to use it.
from £900 -
Sales pipeline automation
Routes leads to the right person, chases follow-ups and warns you when a deal is going quiet.
from £1,400 -
Ops dashboards and reporting
Live dashboards built from your own data, so the weekly number takes seconds instead of a morning.
from £1,500
Start here
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