04Platforms
Coverage & capability

Any CRM.
Any deal tracker.
Installed.

We do not push a preferred stack. Whether your team runs Follow Up Boss, HubSpot, Salesforce, Sisu, Brivity, or a CRM nobody else has heard of, we install it, configure it, train your team on it, and document the whole thing. Same for the rest of your operational stack.

·No allegiance

Most firms pick a stack and sell it to everyone. We do that too. We pick what is right for your operation. The categories below are illustrative, not exhaustive.

·Categories
iii.
Community & education
Memberships, courses, cohorts.
SkoolCircleMighty NetworksKajabiTeachableThinkificDiscord
iv.
Marketing & email
Broadcast, automation, segmentation.
KlaviyoMailchimpFlodeskConvertKitBeehiivBrevoCustomer.io
v.
Productivity & project mgmt
Tasks, projects, SOPs, knowledge.
NotionClickUpAsanaMondayLinearAirtableTrelloBasecampProcess StreetSweetProcessTrainual
vi.
Communication & phone
Calls, texts, team chat.
TwilioOpenPhoneAircallDialpadSlackMicrosoft TeamsIntercom
vii.
Scheduling & booking
Calendars, rounds, gating.
CalendlyCal.comAcuitySavvyCalChili Piper
viii.
Automation
No-code, low-code, webhooks.
ZapierMaken8nWorkatoPipedreamCustom webhooks
ix.
Web, hosting & domains
Sites, frameworks, infrastructure.
WordPressWebflowFramerWixSquarespaceNext.jsCloudflareVercelRailway
x.
Storage, media & CDN
Object storage, video, delivery.
Cloudflare R2AWS S3MinIOMuxCloudflare StreamVimeoWistiaBombBomb
xi.
E-commerce & payments
Carts, subscriptions, merchants of record.
StripeShopifyLemon SqueezyPaddleThriveCartSamCart
xii.
Forms & data collection
Intake, surveys, routing.
TypeformTallyJotformFormspreeFillout
·Reference stack
When the answer is "build it"

Our reference build is our own CRM.

When the platforms above are not enough, we build from scratch. The reference is Chrysalis: a complete CRM and transaction management platform we run our own business on. Same patterns ship to clients who do not want to live inside a SaaS box.

Next.jsFastAPIPostgrespgvectorClaude APIClaude CodeMCP serversTwilioCloudflareR2 storageOllama (local)Self-hosted or cloud
·AI stack
AI providers we use

Anthropic-native, model-flexible.

Claude is our default for serious agentic work because it is the strongest available model for reasoning, brand voice, and tool use. We pick other models when the job calls for it.

Secondary

OpenAI & Gemini

Custom GPTs, OpenAI API, and Gemini for the right job.

Search

Perplexity API

Real-time grounding for research workflows.

Voice

ElevenLabs & Whisper

Voice cloning, transcription, voice-driven agents.

Image & video

Ideogram, Midjourney, Mux

Branded generation pipelines, automated asset workflows.

Local

Ollama & open models

Self-hosted for privacy-sensitive workflows.

Infrastructure

RAG & vector DB

Custom retrieval on pgvector or Pinecone.

Orchestration

Agentic workflows

Multi-step agents chaining models, tools, and approvals.

Integration

MCP servers

Connect AI to your real systems, scoped and secure.

Need something not listed?

Ask, we probably install that too.

Book the free fit call. Fifteen to thirty minutes with the operator. We confirm what we can do, what we recommend, and what the install looks like.

Book the free fit call