Proven in my own operations
Built for marketing, client and company administration.
I build custom CRM, client portal and automation systems that connect your workflows, reduce repetitive work and give you a clear operational view at any time.
No off-the-shelf compromise. No unnecessary features. A digital operating centre aligned with your processes, language and growth.
No obligation · personal · practical
*Actual automation potential depends on processes, data quality and available integrations.
Built for marketing, client and company administration.
Fast, responsive and designed for everyday work.
Multilingual with intelligent language guidance.
Roles, permissions, logs and clear data ownership.
As clients, tasks, documents, invoices and deadlines grow, gaps emerge between spreadsheets, emails, chats and separate tools. A custom system connects the exact steps your business needs every day.
I use these solutions successfully in my own work. They are not theoretical concepts, but proven structures that can be adapted, extended or rebuilt for your business.
The CRM combines tasks, projects, client processes, outgoing invoices, costs, deadlines, routines and control areas in one workspace. Instead of searching through emails, spreadsheets and separate tools, you immediately see what matters.
Outcome: scattered information becomes a manageable and traceable daily workflow.
The client portal keeps tasks, project status, documents, approvals, invoices, messages and access details available in one protected place. Clients and project stakeholders see the same current status on desktop and mobile.
Outcome: collaboration becomes transparent, information stays available and clients experience a more professional service.
The system demonstrates how contacts, prospects, client history, tasks, approvals, reminders, billing planning and custom workflows can be connected in a secure platform. Fields, statuses and reports follow your real operating model.
Outcome: sales loses fewer opportunities, works with more structure and scales without adding tool chaos.
The Demo Hub presents further digital solutions such as protected client packages, video and PDF hubs, meeting hubs, analytics dashboards and specialised platforms. Every solution can be adapted to your brand, processes and audience.
The platform is assembled from the modules you actually need. It can start focused and grow with your organisation.
Contacts, prospects, client history, tags, statuses and follow-ups.
Protected areas for projects, documents, feedback and communication.
Status changes, tasks, reminders, approvals and recurring processes.
Priorities, responsibilities, deadlines, Kanban, notes and files.
Invoice overviews, due dates, reminders and recurring billing logic.
Versions, approval status, secure storage and traceable decisions.
KPIs, bottlenecks, revenue, workload and progress at a glance.
Email, calendar, payments, APIs, import/export and custom rules.
Choose the area with the greatest friction. You will immediately receive a sensible starting direction for the first consultation.
Choose one focus:
A shared data core replaces scattered spreadsheets and makes clients, tasks, finances and deadlines immediately accessible.
We identify time sinks, disconnected steps, risks and the most important goals.
Modules, roles, data structure, automation and priorities are defined clearly.
You see working screens early and can make decisions directly on the system.
Workflows, permissions, logs, backups, notifications and integrations are implemented cleanly.
Rollout, data migration, optimisation and extensions are delivered in controlled stages.
I combine technical development with practical company management. The result is not a theoretical IT project, but a system that makes everyday work easier, more transparent and more scalable.
Both approaches can be combined. Proven modules and structures from my own systems accelerate the start, while fields, roles, views, workflows, automation and branding are tailored to your business.
That depends on how clear and repeatable a process is and which data or integrations are available. In well-structured areas, a large share of manual routine can be prepared or automated. The first consultation establishes a realistic potential.
Yes. Existing data can be reviewed, cleaned and transferred by import or integration. A phased rollout alongside the current system is also possible.
Yes. Roles and permissions can be defined in detail so administrators, employees, partners and clients see only the areas relevant to them.
Yes. German, English and Spanish can be fully integrated. All important screens are built responsively for desktop, tablet and smartphone.
After a short process review, you receive a clear scope with priorities and sensible stages. This creates a transparent basis for decision-making instead of an open-ended IT project.
In a personal consultation, we identify the strongest lever, choose the right existing system as a foundation and prioritise the automation that delivers the highest value first.
No obligation · clear assessment · practical next step2025 Lukas Teissl - All rights reserved