Case studies

Selected automation, CRM, and software projects.

Each case study covers the problem, the previous workflow, the solution, and the implementation — with the actual screenshots from the systems I built.

01

AI-Powered CRM Automation

Make.com pipelines, lead nurture engines, and CRM lifecycle automation

A layered automation architecture: Make.com pipelines ingest and route every inbound event in real time, AI classifiers detect hot keywords and buying intent, conditional logic splits buyers from sellers, and multi-touch nurture sequences run automatically with appointment reminders counted down to the meeting.

02

Marketing & Lead Generation Systems

Facebook monitoring, sheets sync, first-touch routing, registration reminders

An acquisition and nurture ecosystem: Facebook ad engagement routed into monitoring scenarios, real-time Google Sheets to CRM contact synchronization, conditional buyer vs. seller first-touch outreach, and multi-stage registration reminder drip cadences.

03

Custom Websites & Digital Platforms

Grely's Pharma, Maharlikan, Mitzi Santayana, Sean Bodnar

Custom-built web platforms per client: a commercial brand platform for Grely's Pharma UltraPure, a web platform and agent commission portal for Maharlikan Mortuary Care, and luxury real estate sites for Mitzi Santayana and Sean Bodnar (KW Lucido Agency) with community hubs and lead intake engines.

04

Business Management Systems

Social leads, service requests, and buyer nurture pipelines

A three-pipeline CRM architecture: a 5-stage social media leads tracker, a 13-stage service request and job progress workflow, and an 11-stage buyer qualification and appointment pipeline — each with automated stage transitions and clear ownership.