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Unified Ops Hub and CRM Setup
Custom Automation

Unified Ops Hub & CRM Setup

$75.00NZD / HR

Your business shouldn't run on scattered sticky notes, messy spreadsheets, and sheer panic.

We build a personalized, Google Sheet-powered operations hub to track your clients, tasks, and projects in one place. No endless software subscriptions. Just a clean system that works exactly the way you do.

* Build times vary based on your exact operational needs.

Built for the Real World

Let's be honest about your current setup.

You are probably tracking invoices in one app, writing client notes in a spiral notebook, and keeping your daily tasks locked inside your head. It works when you're small. But the second you get busy, things start slipping through the cracks. You lose your Sunday afternoons trying to figure out what tasks you missed on Thursday. And that chaos costs you money.

We don't sell you another $50/month software subscription you'll never use.

Instead, we build a custom "Ops Hub" directly into your Google Workspace. It acts as the single source of truth for your entire operation. You get a daily planner, a pipeline tracker, and an automated CRM all in one place. You own the code. You own the data. And you never pay a monthly ransom for it.

Custom CRM Dashboard Preview

The System In Action

Watch how we track tasks, manage clients, and keep the chaos at bay using a brutally effective, custom-built dashboard.

Video Chapters

0:00 The messy notebook problem (and why founders burn out).
1:15 A tour of the Dynamic To-Do List.
1:46 The Daily Planner: Goggins Mode vs. Nana Mode.
2:09 Changing the Theme and create your task.
4:15 Automated To Do Task when you get a website lead.
6:25 Vendor To Do portal function.
7:25 Staff or Vital Contractor To Do portal function.

What We Build For You

A completely custom environment designed to handle the heavy lifting, so you can actually get back to work. (Swipe to view on mobile)

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The Master Database Instead of a complex, fragile server, we use Google Sheets. It acts as an invisible, serverless database that you actually know how to use and own entirely.
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Dynamic Daily Planner A frontend dashboard that calculates your priorities on the fly. It tells you exactly what to do today so you don't have to guess or waste time organizing lists.
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Dependency Locks Tasks that physically cannot be moved forward until the previous step is done. This stops you and your team from accidentally skipping crucial steps in your process.
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Financial Gating A hard stop that prevents a project from moving into the 'Execution' phase unless the invoice is marked 'PAID'. It is the ultimate tool to stop doing free work.
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Audit Logs & Rollbacks Every single change is recorded in the background. If you accidentally delete a task or overwrite a critical client note, we can roll it back with one click.
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Zero Monthly Fees You pay an hourly rate to build and customize your hub. Once it is done, the system runs on your free Google account. You never pay a monthly subscription fee for your own data.