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Custom operating systems for growing companies

Your whole company, on one screen.

Sales, cash, clients and your whole team, live in one system. Every payment matched to the person who earned it, every client followed through to renewal, payroll that builds itself and reports nobody has to rebuild. Built around your company, and yours to keep.

Book a demo → Look inside

Your brand on itYour own serversSet up for you

Leadershiplive dashboardsSalespipeline · targetsFinancecash · P&LPayrollinvoices · commissionsClientsonboarding · renewalsSupportinbox · satisfactionMarketingchannels · ROIOperationsautomations · auditPeopleroles · time offAIreviews · draftsIntegrationsyour tools, connectedReportingone source of truth

Sound familiar?

Six tabs. Six different answers.

Revenue in the CRM doesn't match the payment processor. The payroll sheet is a week behind. Nobody notices a client drifting until they ask for a refund. Every Monday someone rebuilds the same report by hand.

Look inside

Every team gets its own workspace.

Real screens from systems we build, filled with sample data. Pick a team, or let it play through. Everyone signs in to one place and sees only what their role allows.

See it on your numbers →

What we build

One system for your whole company. Built for you.

Most companies run on a CRM, a payment tool, a few spreadsheets and the one person who knows where everything is. We replace that with one system: the backend, the screens every team works in, the automations and the AI, shaped around how your company already works.

05

Every team's workspace

Each person signs in to one place, in your brand, and sees only their part of the company.

SalesFinanceClientsSupportMarketingPeople
04

Dashboards & reports

Live numbers for every department, each one traceable to the record behind it. Nobody rebuilds a report again.

Company dashboardP&LForecasts
03

Automations & AI

Syncs, reminders, invoices, call reviews and reply drafts that run on their own, each with a run history and an off switch.

WorkflowsCall auditReply drafts
02

Integrations

Your CRM, payment platforms, calendars and helpdesk feed the system automatically, so every number agrees.

CRMPaymentsCalendars
01

Backend & database

The foundation: installed on your own servers or cloud account, on a database only you hold, with an API you control.

PostgreSQLREST APIYour servers

Every team, covered

What each team signs in to.

Over a hundred screens already exist, so we start from a working system rather than a blank page. Anything your company needs on top, we build into the same place.

01

Sales

From first call to paid deal

  • Pipeline & leaderboardsKPIs by source and team, with rankings that update as revenue lands.
  • Call auditAI review of recorded calls: risky claims, missed steps, compliance.
  • Booking assistantFollow-ups that book meetings, and a calendar to confirm them.
  • Daily reportsEnd-of-day reports, with who submitted and who didn't.

02

Finance

Every dollar, matched to a person

  • Payment ledgerNet revenue, refunds, collections and what's due in the next 7 days.
  • Late paymentsInstalments and invoices past due, with who owns the follow-up.
  • P&L & expensesProfit and loss built from real payments, payroll and spending.

03

Clients

No client slips through

  • OnboardingContract, welcome and kickoff, triggered by the sale.
  • RenewalsClients nearing their end date, with follow-ups that tighten.
  • Account healthCheck-ins, progress and risk for every client.

04

Support

Answers with the whole record beside them

  • Shared inboxCustomer tools beside every thread, and AI-drafted replies.
  • Satisfaction & qualityRatings, why people rated badly, and graded tickets.
  • Billing & account requestsCancellations, refunds and data requests in one place.

05

Marketing

Know which channel pays

  • Channels & campaignsLeads, booked calls and revenue per channel and campaign.
  • Email & contentSequences, broadcasts, and what each creator shipped.
  • Events & webinarsSign-ups, attendance and the revenue each one led to.

06

People & operations

Payday without the spreadsheet

  • Payroll & contractor invoicesBuilt from logged work and collected revenue, approved and paid in one board.
  • Pay plansCommission tiers, retainers, revenue share and hourly rates.
  • Roles, time off & offboardingWho sees what, who's away, and access removed on the last day.

Underneath every screen

Built for the whole company, not one team.

Permissions, an audit trail, automations with an off switch, your brand, and AI that does actual work. The things that make a system safe to hand to forty people.

Roles & permissions

A sales rep sees their own pipeline and the leaderboard. Finance sees invoices. Nobody sees what they shouldn't. Try it:

Sales rep · leaderboard
Sales rep · payments ledger
Sales rep · company P&L

Audit log

Every refund, approval, role change and edited end date is recorded with who did it.

Your brand

Your name, logo and colour, so it feels like your company's own system. Pick a colour and watch every screen on this page change:

Light or dark

Every screen works in both, for late evenings and early starts.

AI that does work

It reads every recorded sales call, scores support tickets, drafts replies from your knowledge base and flags what clients keep asking. People check it, and it never sends anything on its own.

Call auditConversation scansTicket gradingReply draftsAssistant

Automations with an off switch

Syncs, reminders, invoices and alerts run on schedule. Each one has a health check, a run history and a switch, and you're told when one fails.

Weekly invoices · Mon 06:00Running
Renewal reminders · dailyRunning

An API, and your own database

Your system runs on your own servers or cloud account, with a database only you hold. A REST API with keys you control takes in leads and sign-ups from your website and forms, and reads users and the audit log.

POST /api/v1/leads
{ "email": "jonah@example.com", "source": "webinar" }
→ 201 Created

Integrations

Works with what you already pay for.

Your CRM, payment platforms, calendars and helpdesk feed one source of truth, so nobody re-types anything and every number agrees. Your team keeps the tools it likes. Don't see yours? We build the connector.

  • CRMCloseCloseHubSpotHubSpotPipedrivePipedriveGoHighLevelGoHighLevelSalesforceSalesforce
  • PaymentsStripeStripePayPalPayPalWhopWhopSamCartSamCartPaddlePaddle
  • Calendars & callsCal.comCal.comCalendlyCalendlyGoogle CalendarGoogle CalendarZoomZoomGoogle MeetGoogle MeetFathomFathomAircallAircall
  • SupportZendeskZendeskIntercomIntercomCrispCrispHelp ScoutHelp ScoutFreshdeskFreshdeskGmailGmailGoogle WorkspaceGoogle WorkspaceOutlookOutlook
  • MarketingMeta AdsMeta AdsGoogle AdsGoogle AdsTikTok AdsTikTok AdsGoogle AnalyticsGoogle AnalyticsAhrefsAhrefs
  • Email & messagingKitKitMailchimpMailchimpActiveCampaignActiveCampaignKlaviyoKlaviyoPostmarkPostmarkResendResendSendGridSendGridMailgunMailgunSlackSlackDiscordDiscordWhatsAppWhatsAppTwilioTwilio
  • Community & docsCircleCircleSkoolSkoolKajabiKajabiTeachableTeachableDropbox SignDropbox SignDocuSignDocuSignPandaDocPandaDocGoogle SheetsGoogle SheetsAirtableAirtableNotionNotionPostgreSQLPostgreSQL
  • Automation & AIZapierZapierMakeMaken8nn8nTypeformTypeformAnthropicAnthropicOpenAIOpenAIClockifyClockifyTime DoctorTime Doctor

+ APIDon't see yours? Webhooks and a REST API cover the rest, and we build the connector.

How it works

From first call to everyone logged in.

You don't configure anything yourself. We plan it with you, build it on your data, move your history in and get your team using it.

01

Discovery call

You show us how the company runs today: the tools, the sheets, the reports and the steps done by hand.

30 minutes
02

Blueprint

We map your teams, data and workflows into one system and give you a dated plan and a written quote.

Plan & quote
03

Build & connect

We connect your tools, move your history in and ship working screens every week, on your real data.

Weekly releases
04

Launch & grow

Your team moves in and we train the people who run it. New team, new product, new report? We add it.

Ongoing

Questions

Good questions to ask.

Is it off-the-shelf software or built for us?

Built for you, on a proven base. The parts most companies need, like dashboards, payments, payroll, permissions, automations and AI, already exist, so you're not paying to start from zero. Everything is shaped around your teams, your rules and your brand, and anything new is built into the same system.

Who is it for?

Any company that runs on more tools and spreadsheets than people can keep track of: sales-led companies, agencies, service businesses, e-commerce, education and operations-heavy teams. If your numbers live in five places, it's for you.

What can you build?

Anything your company runs on: dashboards and reports, internal tools, client and partner portals, automations, the database and backend underneath, and AI inside your workflows. It all lives in one system, so every new piece shares the same data, logins and permissions.

Do we have to stop using our CRM or payment tools?

No. Your system connects to the tools you already use, whether that's HubSpot, Stripe, Whop, PayPal or something else, and keeps them in sync. Your team keeps working where they like, and everyone sees the same numbers.

Where does our data live, and what do we own?

Your data lives in your own servers or cloud account, not ours, on a standard PostgreSQL database, and it is always yours. Work we build specifically for you is yours once it's paid for, and you get a permanent licence to the parts we reuse across systems, so it keeps running and you can keep changing it whether or not you keep working with us. We only work inside your accounts under a written agreement. The full detail is in our terms.

What does it cost?

It depends on the size of your team and what we build. After the first call you get a written quote, so you know the number before anything starts.

How long until we're using it?

It depends on how many tools we connect and how much history we bring in. You get a dated plan with the quote, and your team sees working screens in the first weeks, not at the end.

Is the first call free?

Yes. Book a time below and tell us what's slowing your team down.

Book a demo

Thirty minutes. Your business on screen.

  • We walk through a working system, team by team, on screen.
  • You show us how you run today: the tools, the sheets, the reports.
  • We tell you what we'd build first, how long it takes and what it costs.
Mihai Baltoiu
Mihai BaltoiuFounder, BDM Data Systems

Rather write? mihai@bdmdatasystems.com