Smaller systems I built or run, beyond the case studies. Most are n8n workflows around the CRM; linked titles have a full write-up.
Every subscription change stored with a unique key, current state kept in the CRM.
Reduces each day's events per subscription into one categorized MRR movement.
Mirrors about 2,900 Stripe subscriptions into a dedicated CRM module.
Five workflows: capture, weekly netting, approval-gated import, shared error handling, historical backfill.
Six workflows that build, review and push monthly merchant data, chasing exceptions daily.
Failed Stripe charges open or update a help desk ticket, never duplicating an open one.
Paid invoices update the CRM; upcoming annual and quarterly renewals create tasks and alerts.
Paid hardware invoices alert the payments team, with a dedicated error handler.
An LLM reads supplier invoice PDFs and creates matching purchase orders in the CRM.
Apps Script that classifies subscription revenue by product for executive reporting.
Every cancellation becomes a reviewed ticket so lines never keep running.
Pushes approved outbound and lost leads into the right cold email sequence.
Brings opens, replies and engagement back to the CRM for handoff to sales.
Writes enriched lead data into the CRM as leads are prepared for outreach.
Daily batches of lost leads get AI-written context from notes and calls, then wait for approval.
An LLM reads referral partner emails and creates leads, replacing three brittle scripts.
Seeds the ledger, receives status changes, refreshes fields weekly and sends a summary.
Confirmation texts on lead creation and one-click sends from the CRM, routed by country.
Geocoded repair shops by distance from a retail partner's stores to find untapped areas.
Scores a business website before paying for enrichment, so poor fits never spend credits.
Async proxy between the website chat and the knowledge service, answering with sources.
Keeps the support bot's knowledge current and alerts when it updates.
Reviews finished chats for churn risk and unresolved issues, in shadow mode first.
An LLM turns a shared payments inbox into a tracked ticket log, threaded by conversation.
One-click account summary, risks and next best actions inside the CRM.
One call turns an email into contact, account, stores and open tickets.
Compares the first and second half of each month and opens a task when activity falls.
CRM functions that score account health and group accounts into revenue tiers.
Pulls key insights from sales call transcripts for coaching and follow-up.
Drafts follow-up notes from recorded calls.
Read-only access to CRM, help desk, calls and chats for analysis.
Pulls user access from five Zoho apps and assembles the monthly compliance packet.
53 documented CRM functions sharing one error-handling pattern.
Failures from critical workflows land in one alert channel with the record and step.
Documented call recording and lead journey flows as interactive maps for leadership.
Rules for duplicates, unused fields and picklist drift across 88,000+ records.
A lightweight CRM in Sheets with linked records and a one-click lead qualification dialog.