CRM work

Portfolio

Nonprofits

Church Data Platform

A 4-campus church could not get quick answers from its own data. Giving, attendance, and guest reports now load in seconds — and leaders ask questions in plain English instead of waiting on staff. Anonymized. No client name.

Data platformDashboardsChurch CRM data

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Medical clinics

Clinic CRM Rebuild

A four-location wellness clinic was buried in manual orders, billing, and scheduling. A Zoho CRM rebuild put it on one stack — including partner payouts — so the owner was not the system. Anonymized. No client name.

ZohoClinic CRMBilling automation

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Nonprofits

Church Operations Hub

Seven departments at a large Arizona church ran on scattered files and status meetings. One connected workspace so the team could see where work stood. Anonymized. No client name.

OperationsWorkflowChurch staff

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Earlier work

24/7 AI Receptionist

Earlier service-business work: an AI receptionist that books calendar times. Not the current offer. Current work is systems and CRM for small businesses, nonprofits, and clinics.

Earlier work

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Earlier work

AI Chief of Staff

A custom agent connected to internal tools with approval gates. Not the headline offer. Swissman Systems is CRM optimize, build, and migrate.

Earlier work

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Earlier work

Voice-Run Realtor CRM

A realtor CRM built before the current small-business focus. Kept here as a case, not as the lead.

Earlier work

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