#CRM 2 items (1post, 1project)

CRM

Posts and projects tagged with CRM

Posts and projects I’ve tagged with CRM—technical writing and case studies from my work.

Blog posts

Eight-step flow from search and AI discovery through content, repair request, qualification, provider route, introduction, and completed work to a collected fee

Business • Oct 4, 2026 • 8 min read

Building a Lead Generation and Fulfillment System for Services

How I connected a content website with a custom operations platform that captures customer demand, matches leads with independent providers, manages fulfillment, and tracks referral fees.

#product-development #operations #referral-business

Web App

Outreach Planner

A full-featured outreach CRM in a single self-contained HTML file. No backend, no subscriptions, works offline. Manage contacts, templates, and activity logs with LLM-ready JSON export.

View case study →

CRM

Blog posts

Building a Lead Generation and Fulfillment System for Services

Portfolio

Outreach Planner