Custom web and mobile apps with multi-tenant portal architecture
Custom Systems and Platforms
Portfolio
Built Around Your Workflow
From scheduling engines and client portals to full web and mobile apps, we build systems that align with how your team actually operates.
Veteran-Owned | U.S.-Based | Security-First
What We Build
Foundational components we ship repeatedly with quality and speed.
Scheduling engines with travel, prep, and service-time logic
Client portals for billing, messaging, approvals, and docs
E-commerce and POS integrations (Stripe, Square, Shopify)
Data pipelines and analytics dashboards for KPI tracking
AI voice agents and text assistants connected to CRM workflows
Third-party integrations across operations and finance tools
Security-first architecture with role controls and audit trails
Services and Capabilities
End-to-end delivery from design to launch to ongoing optimization.
Custom Platforms and Apps
Full-stack apps, scheduling, subscriptions, and white-label portals.
CRM and Workflow Orchestration
Pipeline automation, lead routing, SLA tracking, and sync logic.
AI Agents and Voice
Inbound/outbound voice workflows with qualification and action tools.
Commerce, Billing, and Finance
Quotes to invoices to subscriptions across integrated payment systems.
Data and Analytics
Event tracking, ETL pipelines, dashboards, and reporting layers.
Security and Compliance
RBAC, encryption, audit logs, uptime monitoring, and controls.
Creative and Growth Systems
Marketing automation, campaign workflows, and content operations.
Systems Integration
Connect legacy and modern systems into one reliable operating flow.
Operational Tooling
Internal utilities that remove repetitive team workload.
Industries We Serve
Selected verticals where our systems perform daily in real operations.
Animal Care
Daycare, grooming, boarding, and training operations unified across booking and care workflows.
Insurance
Lead triage, policy pipelines, producer routing, and compliance checkpoints.
Mortgage Referrals
Lead routing, status visibility, document intake, and partner reporting.
Cleaning Services
Recurring schedules, reminders, dispatch logic, and service feedback loops.
Furniture Retail
POS and e-commerce sync with inventory visibility and CRM follow-up.
Finance and Consulting
Onboarding workflows, document automation, and meeting pipeline control.
Golf and Country Clubs
Tee-time logic, event operations, memberships, and dues automation.
Emerald Owl ProductionsRiver Bend Country Club (New Bern, NC)
Featured Portfolio Build
StrategixPets Platform
StrategixPets is part of our portfolio as a full operational system for daycare, boarding, grooming, and training teams. It demonstrates how we deliver vertical-specific automation end to end.
How We Work
1
Discover
Free consult to define goals, constraints, and system gaps.
2
Design
Roadmap, wireframes, and technical plan tied to outcomes.
3
Build
Agile sprints with staging previews and user feedback.
4
Launch
Deployment, team onboarding, and documentation handoff.
5
Optimize
Monitoring, analytics, and iterative improvement cycles.
Results Pattern
Common transformation pattern we see after implementation.
Before
- Manual scheduling across disconnected tools
- Missed calls and lead drop-off
- No consistent KPI visibility
After
- Unified portal with automated workflows
- AI handling and SLA follow-up
- Dashboard reporting with clear ownership
“StrategixAI helped us consolidate disconnected systems and unlock automation across operations. The impact was immediate.”
Operations Director
Regional service business
Better response timesFewer no-showsLess manual ops
Let's Build Your System
Tell us your goals and we will map the fastest path from concept to measurable ROI.
Plan Your Build