Services
CRM & digital products
Web applications with real state, real roles and the unglamorous screens that decide whether they get used.
The problem
A website produces enquiries, bookings and orders — and then they land in a chat, a spreadsheet and three people's memory. Off-the-shelf CRMs solve this for a sales team of fifty and bury a team of five in configuration. What a growing business needs is the handful of screens its own process actually uses, built so they are trusted.
What we do
We build the product around the process: what comes in, who handles it, what state it can be in, what has to happen next. Authentication, roles and permissions, a typed data model on PostgreSQL, and the plain screens — lists, details, forms, dashboards — that people open fifty times a day. The CRM behind Lumen Dental turns website bookings into a clinic's working queue; PlaybookOS, the studio's own product, takes a sales script from a document to a versioned, measured system.
Who it is for
- Clinics and service businesses that take bookings
- Sales teams that run on scripts and need to see what works
- Founders replacing spreadsheets before they replace the team
- Companies whose off-the-shelf CRM is used by nobody
What you get
- A data model that matches the real process, with roles and permissions
- The working screens: queues, records, forms, dashboards
- Integrations with the site, Telegram and email where the work arrives
- Backups, migrations and an environment the product can be handed over in
- Analytics from day one, so decisions are made on what actually happened
How the work runs
- 01
Map the process as it is, not as the org chart says
- 02
Define the states and who may change them
- 03
Ship the smallest set of screens that runs a real day
- 04
Add integrations, then automation, once the data is trusted
- 05
Hand over with documentation and a path to grow
