CRM work

Portfolio

Optimize, build, and migrate CRM systems for nonprofits and medical clinics. Church data and clinic rebuilds lead. Earlier AI and realtor work sits below so it does not look like the current offer. No invented reviews. No client names.

Church Data Platform

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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Clinic CRM Rebuild

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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Church Operations Hub

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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24/7 AI Receptionist

Earlier work

24/7 AI Receptionist

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

Earlier work
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AI Chief of Staff

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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Voice-Run Realtor CRM

Earlier work

Voice-Run Realtor CRM

A realtor CRM built before the current nonprofit and clinic focus. Kept here as a case, not as the lead.

Earlier work
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