Enterprise Operations & AI
AI-Powered CRM & Operations Hub
Stop drowning in disconnected SaaS tools. Centralize client management, project tracking, invoicing, and payments — then let AI automate routing, forecasting, and billing.
Next.jsPython FastAPIPostgreSQLAWSOpenAI GPT-4Stripe PaymentsAI AutomationInvoice Engine
Problem & Solution
Service businesses juggled Slack, Trello, Salesforce, and QuickBooks — wasting hours on manual data entry and letting client risks go undetected until churn. This platform connects every client, project, task, and payment in one workspace. Complete a task milestone, and the system automatically calculates hours, generates a branded PDF invoice, emails it, and tracks the Stripe payment — no manual steps. AI agents read incoming client emails, scope the work, create sub-tasks, assign engineers, and predict billing hours before a human touches the message.
Modules
Client Portal & CRM
Project & Task Management
AI Workflow Automation
Invoicing Engine
Payment Processing
Team Collaboration
Reports & Analytics
Integrations
Stripe (Payments)OpenAI GPT-4 (AI Agent)AWS S3 (Document Vault)SendGrid (Email)
Tech Stack
Next.jsPython (FastAPI)PostgreSQLRedisDockerGitHub ActionsAWS (EC2 / S3)
Key Features
- •AI agent that auto-routes client emails to tasks and predicts billing hours
- •Kanban and Gantt project views with milestone tracking
- •Hourly time logging tied directly to invoice generation
- •One-click Stripe payment collection with auto-reconciliation
- •Client sentiment tracking and churn risk flagging
- •Role-based access for Admins, Project Managers, and Clients
- •PDF invoice generation on task completion
- •Real-time collaboration comments on tasks
- •Scheduled report generation and email delivery
