EspoCRM Brokerage Platform with n8n Integration
Unified brokerage sales, website, and marketing in EspoCRM, with faster image storage, WhatsApp lead handling, and reliable Sheets sync.
Read the projectInternal operations platform
One place to see the work. One clear next action.
Give your operations team a shared workspace for requests, approvals and exceptions. Connect the tools you already use around the work people need to finish.
- 20–30 minute review
- No preparation needed
- Your systems mapped
ops.yourcompany.comLive
24
Open
98%
SLA met
0
Overdue
Requestsowner · status
#913Vendor onboardingMBIn reviewDone ✓In review
#914Budget approvalRSIn review
#915Access requestautoDone ✓
✓#913 verified — owner notified, status visible to everyone
Illustrative workflow · Sample figures, not projected results
Start with a defined scope. Explore the relevant package.MVP Launch
Organizations we’ve worked with
- Airbnb
- TheAMLab
- Hood
- NAMA
- Klaro
- GoBoon
- Studio Arlington
What scattered tools cost you
No single place to run operations
Every one of these is a symptom of the same gap — there is no operating surface, so people hold it together.
The diagnosis
All six are one problem: the operation runs on tribal knowledge spread across tools that don’t talk. Give that knowledge one surface, and the rest of the list starts disappearing with it.
- 01Scattered SaaS toolsWork spread across a dozen disconnected apps, each with its own login, data, and view of the truth.
- 02No unified visibilityLeadership stitches the state of operations together from exports and Slack threads instead of one live view.
- 03Missing internal toolsTeams work around gaps with spreadsheets because the internal tool they need was never built.
- 04Manual cross-system updatesPeople re-enter the same record across systems to keep them roughly aligned.
- 05No clear ownership or statusIt is unclear who owns what or where a task stands, so work stalls between tools.
- 06Status chasing“Where is request #913?” gets answered by pinging three people instead of looking at a screen.
One operating surface
Many tools, one surface
Your scattered SaaS tools keep doing what they are good at — but they feed a single operating surface with a shared source of truth. Ownership, status, and the next step live in one place, so nobody has to carry the operation around in their head.
What the surface absorbs
Everything with a repeatable shape moves onto the platform — the questions people currently answer from memory become things anyone can look up.
- Every connected tool feeding one shared source of truth
- Live status and clear ownership on every request and task
- Approval queues with context, escalation, and an audit trail
- The internal tools, portals, and dashboards you were missing
The honest boundary
Not everything belongs on a platform. A surface that tries to absorb judgment becomes a bureaucracy — we build the boundary in deliberately.
- Judgment decisions stay with people — the surface hands them full context
- One-off edge cases are handled by hand, not encoded prematurely
- Work without a repeatable shape stays off the platform until it earns a home
ILLUSTRATIVE WALKTHROUGH
A work queue one team can actually run
- 01
Queue · needs review
The team sees requests, assigned owners and what is waiting on another person.
- 02
Record · approval pending
An authorised reviewer opens the request, checks its history and records a decision.
- 03
Activity · update confirmed
The workspace shows the connected-system update, or a clear exception with an owner.
Agree permissions for each role and which system owns each record before building the screens.
PUBLISHED PROJECTSee the work
See the work
behind the approach.
A published example of related work. Your systems, scope and acceptance checks are agreed separately.
Pick your scenario
See the chasing disappear
Pick the one that eats the most of your week — today on the left, on the operating surface on the right. A representative pattern; your map will be exact.
Today — across tools
- 1“Where is request #913?” lands in Slackpings 3 people
- 2Someone digs through the ticketing tool10 min hunt
- 3Someone else checks a spreadsheet copystale copy
- 4The answers disagree, a thread startsping-pong
- 5The requester gets a guess, not a statusstill unsure
20+ minutes, 3 people interrupted · the answer is a guess
On the surface
- Request #913 has one live record on the surfaceone home
- Stage, owner, and next step visible to anyonelive
- Blockers flagged before anyone has to askauto
- The requester self-serves the answerself-serve
Seconds, zero interruptions · the answer is the record
Works with the tools you already run
No rip-and-replace — the surface wires into your stack.+ any tool with an API
- Slack
- Microsoft Teams
- Google Sheets
- Airtable
- Notion
- Jira
- Asana
- HubSpot
- Odoo
- QuickBooks
- Xero
- Zendesk
How it works
The capabilities that deliver it
An internal operations platform is built from three engineering capabilities working together.
Primary
Integration & Platforms
The connective layer and internal platform that gives every tool a shared source of truth and one operating surface.
Shared source of truthReliable APIsOne surface
Explore capabilitySupportingAutomation
Trigger, routing, and approval logic that moves work across the surface so people stop re-entering data by hand.
TriggersRoutingApprovals
Explore capabilitySupportingProduct Engineering
The internal tools, portals, and dashboards your teams are missing — built to production standards on the platform.
Internal toolsPortalsDashboards
Explore capabilityDo the math
How much of the week goes to finding out what is going on?
Slide to your reality. This is only arithmetic — the review tells you which of those hours a surface can actually absorb.
125
115
Status-chasing overhead
20hrs/week
≈ 920 hours a year spent asking where things stand, chasing approvals, and stitching reports instead of moving the work forward.
Planning estimate based on the inputs above, not a forecast of savings.
Assumes ~46 working weeks a year. We will tell you which of those hours a surface can absorb — and which it should not.
How we deliver
From scattered tools to one operating surface
Four steps, and each one hands you a concrete artifact — not a status update.
- 01 · Discover
Map your systems
We map the tools your teams work across, where the data actually lives, and where visibility and ownership break down.
You get
A map of your tools, data, and ownership gaps
Done when
The biggest visibility gap is named and chosen first
- 02 · Design
Design the surface
We define the operating surface — screens, roles, statuses, and how data flows in from each connected tool.
You get
The surface design — screens, roles, data flows
Done when
Every status and owner has exactly one home
- 03 · Build
Build and connect
We build the first slice of the platform and wire your SaaS stack into a shared source of truth with safeguards.
You get
The first slice of the platform, live in your stack
Done when
One team runs a real workflow on the surface
- 04 · Operate
Operate and expand
We ship with monitoring, confirm data moves cleanly, then expand the surface as more of the operation moves onto it.
You get
Monitoring plus the rollout plan for the next slice
Done when
The pilot team completes the agreed workflow and permission checks
Is this the right starting point?
Where an Internal Operations Platform fits
We would rather map your systems and tell you it is not the right starting point than sell you a platform you do not need.
Good fit when
Start here- Work runs across spreadsheets and scattered tools with no single operating surface
- Roles, statuses, and approvals need one home instead of living in inboxes and exports
- Leadership stitches operational visibility together by hand from a dozen apps
- You can point to the biggest visibility or ownership gap to fix first
Not a fit when
Not yet- An off-the-shelf SaaS product already fits how your operation runs
- There is no defined internal process to build a surface around yet
- One team on one spreadsheet is genuinely enough today
- You need a one-off report, not a monitored internal platform
Not sure which side you are on? Most teams aren’t — until the workflow is mapped.
YOUR FIRST ENGAGEMENT
Start with one team and one daily workflow.
An internal platform should make a real role easier to perform. Define the task before deciding which screens and integrations to build.
Start with a conversation
Bring a spreadsheet, queue or report your team uses daily, and show us what they do next.
An example helps; a finished specification is not required.
BEFORE IMPLEMENTATION
Know what you are agreeing to.
- A role-based workflow and screen plan
- Permissions and integration boundaries
- A scoped first release and data-transition approach
We agree the scope, delivery approach and price before implementation. Where discovery is needed, its scope and fee are agreed first.
Keep useful systems in place. Agree which records the new workspace owns and which remain in existing tools.
BEFORE YOU GET STARTED
Internal Operations Platform questions
Scope, delivery and what happens next. The details that help you decide.
A RELEVANT WAY TO WORK WITH US
MVP Launch
Scope a focused first release with agreed deliverables and a written quote. Existing prototypes are reviewed for what can be reused.
Explore MVP LaunchAsk about your projectAre we replacing our CRM or ERP?
Only if that is explicitly agreed. A workspace can sit alongside existing systems. We define the owner of each record and the responsibilities of the new interface before building it.
How do roles and permissions work?
We map the actions each role may view, create, approve or change. Those boundaries become implementation requirements and acceptance checks for the first release.
Can we roll it out to one team first?
Yes. A defined team and workflow often provide a manageable first release. Data migration, onboarding and expansion to other roles are included only where listed in the agreed scope.
What happens before implementation starts?
We review the intended outcome, existing systems and dependencies, then agree deliverables, acceptance checks, responsibilities and price. If discovery is needed first, its scope and fee are agreed separately before that work begins.
How long will the work take?
The delivery plan depends on scope, access, integrations and review dependencies. We agree milestones after that assessment rather than promise the same timeline for every system.
What access or preparation do you need?
Bring an example of the workflow or user journey and an overview of the systems involved. We agree the access needed for the work. Do not send passwords or private customer data through the enquiry form.
What happens after handover?
Handover, documentation, defect coverage and any ongoing support follow the chosen offer and written scope. New features, additional integrations and continuing maintenance are not assumed to be included.
Start here
Give your operation a single surface
We will map the systems your team works across, find the biggest visibility gap, and show you the first slice of the operating surface to build.
20–30 minutes · No preparation needed · Not ready for a call? Send a note instead