Start here: a free intake call
We listen, ask blunt questions about how your business runs, and tell you which door fits. Sometimes the honest answer is neither, and we'll say so.
Business system design, then build
Your customers are in one tool, your sales in another, and the real numbers live in someone's head. We map how your business actually runs, design one system with one source of truth, and build only the parts that earn their place. If a $600-a-year tool will do the job, we'll tell you on the first call.
Tell us what you're trying to fix.
Free, 30 to 60 minutes. You'll leave knowing whether you need a Blueprint, a build, a cheaper tool, or nothing at all.
From the team behind Better Ledgers and Dash StaffMore than 100 businesses served since 2022Brooklyn, New York
Your data lives in five places, so decisions run on gut feel. We bring it into one source of truth, so the numbers you decide on are the real ones.
Custom CRM for a company with several servicesUpdates live in inboxes, texts and memory. A portal gives your customers one place to hand over information and see where things stand, and a person is still easy to reach.
Custom customer and employee portalsSkilled people copy, paste and re-type all day. We find the step where work piles up and automate the lightest fix that works.
Small business automationSometimes. We'll show you where it pays off, and where it doesn't.
AI built into your business softwareWe design how your business should run, then build the software to run it.
First we map how work, data and decisions move through your company today, and find the bottlenecks: the steps where work waits, gets redone or gets lost. Then we design one system, with one place where each piece of information lives. Then we build the custom software that system needs, and nothing it doesn't.
Most firms do half of this. Consultants and coaches design the answer but don't build it. Developers build what you ask for but don't ask how your business runs. We do both, with the same three partners, so nothing gets lost in a handoff.
Every engagement starts with one free call. From there, there are two ways in.
We listen, ask blunt questions about how your business runs, and tell you which door fits. Sometimes the honest answer is neither, and we'll say so.
For owners who know something is broken but don't know the fix. A fixed-price diagnostic, then a fixed-price Blueprint: a map of how your business runs, the bottlenecks we found, and a spec of what to build. The Blueprint is yours. Build it with us, with another team or yourselves.
For owners who already have a system or an idea. Free scoping, then one fixed price to build it.
After launch, our support plans keep it running, and you get a monthly report of what we did. If your project is small enough not to need a plan, we'll tell you. How we work and pricing
Before we asked anyone to trust us with how their business runs, we fixed our own.
Ami was paying more than $200 a month for one user across Pipedrive, Recruit CRM and JustCall, and still couldn't see sales across our companies as one picture. So we designed Gold Vault: one CRM for every rep and every brand at Better Ledgers and Dash Staff, with an AI coach that role-plays sales calls and points out what was missed.
Now we can see sales as a whole, and each rep's strengths and gaps, so we know where to train. We designed it so adding a new brand is a setup task, not a new system. Gold Vault has never been sold to a client. It's ours, and it's how we prove we live by what we sell.
Three partners, and you'll know each of them by name. Today, every project is run by the partners themselves.
Designs the system
He has 11 years of experience, starting as a bookkeeper and then 4 years in sales, and he leads every intake call.
Runs projects and operations
He has 11 years of experience, the last 4 running operations at Better Ledgers and Dash Staff.
Builds it
He has 3 years in IT, with cybersecurity and infrastructure experience.
Without it
Next year looks like this one: decisions on gut feel, the same information typed into three places, and a software bill that keeps growing.
With it
You open one screen and see what's really happening: which rep sells best, where work stalls, what customers are telling you. You decide with real numbers. If you decide better because of what we built, we did our job.
Not ready to talk yet? Read the honest guide: Do you need custom software, or will an off-the-shelf tool do?