Full platform

The Platform We Run Our Own Business On

A full front-end and back-end build: a public site, an admin console, a CRM and sales pipeline, one-tap outreach, a task queue, and the books - one system instead of a stack of disconnected apps.

NewERA Automation LLC - our own studio · Ongoing - our live platform

platform.newera.oslive

MODULES · ONE LOGIN

Site
CRM
Outreach
Books
Orders
Design

MODULES

6

LIVE DEALS

24

LOGINS

1

ONE LOGIN · 6 MODULES, LIVE

1

One platform

instead of a SaaS stack

6

Core modules

site · CRM · outreach · tasks · books · reports

$0

Per-seat fees

we own it end to end

The challenge

Running a studio usually means stitching together a stack of SaaS tools - one for the CRM, one for outreach, one for tasks, one for the books - paying per seat for each while data gets re-keyed between them. We wanted to run the business the way we build for clients: one system, owned end to end, with everything connected.

What we built

We built the whole platform this site runs on. Out front: a public marketing site with lead capture. Behind the login: an admin console with a full CRM (companies, contacts, deals, and a pipeline board), one-tap call / text / email outreach that logs every touch automatically, a task queue with urgency and follow-ups, and a bookkeeping module with invoices, payments, and a live profit-and-loss. It is one codebase, role-gated, with no per-seat fees and nothing to reconcile between apps.

  • Public marketing site with lead capture
  • Admin console with role-based access
  • CRM: companies, contacts, deals, and a pipeline board
  • One-tap call / text / email outreach, logged automatically
  • Task queue with urgency and follow-ups
  • Bookkeeping: invoices, payments, and a live profit-and-loss
  • Case-study publishing built in

By the numbers

Public + admin
0
Outreach channels
0
call, text, email
Money side
Live P&L
Per-seat fees
0
Apps to reconcile
0
Runs on
This site

What worked

One login, the whole operation

  • Sales, delivery, and the books in one place
  • No copy-paste between disconnected tools

Outreach that logs itself

  • Call, text, or email straight from the contact record
  • Every touch lands on the timeline automatically

The money side, built in

  • Invoices, payments, and a live profit-and-loss
  • No separate accounting app to reconcile

We use it every day

  • This very site runs on it
  • We feel the rough edges before a client ever would

From a stack of apps to one platform

Before

After

A separate app for CRM, outreach, tasks, and books

One platform, one login

Per-seat SaaS fees across the stack

We own the whole thing

Data re-keyed between tools

Logged once, connected everywhere