Enterprise Automation Hub
Mission-critical sales automation platform connecting 13 business systems for a major Australian energy company. Processes hundreds of sales monthly, manages job pipelines end-to-end, and replaced a $40K/year CRM — all built with AI-assisted development.
Two products in one platform
A sales automation engine and a complete job management pipeline — both running on the same infrastructure, connected to every system the business uses.
Sales Automation Engine
Webhook-driven, zero manual entry
When a contract is signed on the quoting platform, the Hub takes over. It validates the data with AI, creates jobs in the CRM, dispatches tasks to the field team, generates Google Drive folders, creates inventory orders, and updates the sales pipeline — all in under 6 minutes.
- Dual-platform support (two separate quoting systems)
- AI validation catches data quality issues before they propagate
- Parallel processing with graceful degradation
- Automatic Google Drive folder structure per job
- Signed contract PDF archival and permanent linking
- Real-time team notifications via Google Chat
Job Management Hub
Custom CRM pipeline — replaced $40K/year platform
A complete 17-stage installation pipeline across 7 phases — from preliminary assessment through to final closeout. Built in 12 days. Replaces an enterprise CRM the business was paying $40K/year for but only using 15-20% of.
- 17 stages across 7 pipeline phases with linear progression
- Per-stage task management with owner classification
- Exit criteria validation with "warn don't block" philosophy
- Job Overview drawer — helicopter view of all stages
- Inline-editable fields with optimistic UI updates
- Activity timeline, SLA tracking, and full audit trail
13 systems, one nervous system
Every integration has its own authentication pattern, error handling, and retry logic. The Hub sits at the centre and orchestrates them all.
Quoting Platforms
Dual webhook receivers processing contracts from two separate quoting systems with isolated failure domains.
CRM & Job Management
Bidirectional sync with CRM platforms. Auto-creates jobs, populates 28+ custom fields, and manages the full lifecycle.
Inventory Management
Smart product matching with fuzzy search. Creates draft sales orders with validation, supports bulk backlog processing.
Document Management
Auto-creates structured folder hierarchies in Google Drive. Archives signed contracts with permanent linking.
AI Engine
Claude AI validates incoming data, powers an internal Sales Coach bot, and provides intelligent job assistance.
Team Notifications
Real-time updates pushed to team chat. Every action logged with complete audit trail for compliance.
Built like it costs $300K
No corners cut. HMAC webhook validation, role-based access control, atomic database operations, and comprehensive audit logging throughout.
Security & Reliability
Scale & Architecture
15 weeks. $2K. Enterprise-grade.
An equivalent agency build would scope at $200-300K over 6-9 months. We delivered it in 15 weeks using AI-assisted development — with enterprise security, 13 integrations, and a custom CRM pipeline that alone would cost $50-80K.
3-4x faster than traditional development
Iterating in hours, not sprint cycles. Bug fixes same-day, not next-release.
Complete ownership
Client owns every line of code. No vendor lock-in, no external dependencies, no retainer agreements.
Replaced a $40K/year CRM
Custom Job Management Hub built in 12 days. 17 stages, task management, exit criteria — purpose-built for the business.
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