Systems

CRM Architecture, Automation, Integrations & AI Tools

The operational layer most firms never get right.

This is the operational layer most firms never get right. I wire together the CRM, automations, APIs, dashboards, and internal tools that keep marketing and sales moving without manual chaos.

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Typical investment$4K–$30K+ · Scoped by stack size and integration depth

What this usually includes

CRM architecture and lifecycle automation design
Lead scoring, onboarding, nurture, and reactivation workflows
Membership, LMS, and e-commerce platform integrations
Custom calculators, dashboards, and internal tools
AI assistants, AI-enabled workflows, and API-based automations

95% reduction in manual overhead and 48 hours saved per week.

Graston Technique

0 manual enrollment stepsLifecycle workflow

Provider directory membership funnel with zero manual enrollment steps.

The Launchpad

Production-ready internal toolsCustom tooling

Custom calculators, analytics dashboards, SEO scanners, and AI-powered support tools built for production.

Internal tools

Graston Growth Engine — admin command center

Live build

See the Graston Growth Engine in action.

A two-sided provider directory with real-time spatial search, AI-powered support automation, and a per-provider analytics dashboard — built as a production system, not a demo.

Explore the live build See the full build breakdown