The flagship case study is the operation we run every day. Same systems, same Claude-powered agents, same custom software we ship to clients. The proof is that we still use what we sell.
A Central Florida real estate team operating under eXp Realty. The team and the firm share architecture. Everything we install for clients runs first on our own operation, in real production, with real money on the line.
We do not sell a consulting package. We sell the same operating system we run our own business on.
Like most teams, Evolve Estates Group ran on a stack of platforms that never talked to each other: Follow Up Boss for CRM, Sisu for accountability, Skool for the training community, Zapier for the duct tape between them, and four more for content, scheduling, and communication. Leads slipped through gaps. Standards were aspirational. Reporting was a weekly export-and-pray.
We did the two-pillar work on ourselves. Operations stack first: FUB pipeline rebuilt around the actual sales process, Sisu standards installed and enforced, Skool community and Evolve University course infrastructure, Zapier flows tying everything together. Then the intelligence layer: custom Claude Project for brand voice, agentic workflows for follow-up and routing, MCP servers connecting Claude to internal data.
When the off-the-shelf answer ran out, we built. Chrysalis, our custom CRM and transaction platform, runs on Next.js, FastAPI, Postgres with pgvector, and the Anthropic API. It is the operation, not a side project. The team uses it every day.
The team now operates on infrastructure most real estate firms cannot buy off the shelf. Leads route automatically. Follow-up writes itself in our voice. Reporting is real-time. New agents onboard through a flow that runs without a human babysitter.
The byproduct is that we know what works because we use it. Every client install is a pattern we already ran in production. No theory, no slide decks, no junior consultant guessing.
Two representative slices of the CRM we built and run our business on. The pipeline view tracks every active deal across stages with agentic scoring. The activity feed shows Claude doing the follow-up work in real time, with human approval gates on anything outbound. Real architecture, real production system.
Deals flow left to right. Claude scores intent on each contact daily and flags the hot ones in cyan. Stage transitions trigger workflows automatically.
Every action Claude takes shows up here. Approval gates on anything outbound. Done items are logged. Nothing happens in the dark.
Representative views. Live data is fictional. The architecture, agentic patterns, and approval gates shown are exactly how the production system works.
Most client work runs under NDA, so named case studies are coming as agreements allow. In the meantime, here is the shape of the engagements we have shipped.
Many of the systems we build are commercial advantage for the teams that hire us. We do not publish named case studies without written permission. If you want references for a specific category, we can connect you privately during the consultation.
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