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Createby HaveSight

Experience · Operations · Intelligence — Wilmington, NC

We design and build the digital side of your business.

From the experience your customers see to the systems your team uses behind the scenes — websites, applications, CRM, portals, learning, workflows, payments, AI and integrations, connected by design.

Most businesses don’t need another disconnected tool. They need the public experience, the operations behind it and the intelligence between them designed as one system — built in phases, by the people you actually talk to.

Today

After

  • Captured once
  • Reviewed by a person
  • Followed up on time
From scattered and manual to clear and connected.

One connected business

Experience. Operations. Intelligence. Connected by design.

Experience is what your customers, members or clients see and use. Operations is what your team uses to run the business. Intelligence is the automation, AI and integrations that make both sides lighter.

Most companies buy these from separate vendors and spend years stitching them together. We design them as one system. You can begin anywhere in this chain and expand over time; nothing here has to be built at once.

Experience

Operations

Intelligence

  1. 01

    Public website

    The experience customers, members or clients meet first.

  2. 02

    Inquiry · store · enrollment

    Guided forms, booking, orders or sign-up — captured once.

  3. 03

    Portal or account

    Where a customer, member or learner picks up where they left off.

  4. 04

    CRM & delivery

    Contacts, pipeline, projects and the work actually getting done.

  5. 05

    Reporting & workspaces

    Status, workload and operational financial visibility, by role.

  6. 06

    Automation & AI

    Routing, drafting, reminders and integrations — with review where judgment matters.

Most clients start with one part — often the public experience or a single internal system — and connect the next piece when it earns its place. The point is that each addition fits the same structure instead of becoming another island.

Where it usually starts

Your business may not need more software. It may need the right system.

Most organizations we meet are not short on tools. They are short on connection between them. The work happens anyway — it just costs more attention than it should.

  • A public website disconnected from internal operations
  • Leads copied by hand into a CRM — or into nothing at all
  • Courses, resources and customer content spread across tools
  • Store, orders and payments disconnected from fulfillment
  • Financial and project status assembled manually every week
  • Customer and team communication that depends on memory
  • The same information typed into three different places
  • No clear view of where jobs, clients or projects actually stand

Solutions

Three layers, built to work as one.

Experience, Operations and Intelligence — plus the implementation work that keeps all three useful. Most projects combine parts of each into one system, delivered in phases.

Good builds start with clarity

We begin by understanding the business, the workflow and what should improve. For some clients that becomes a focused assessment; for others it moves straight into a clearly scoped build.

01What your customers see and use

Experience

High-end public websites and customer-facing applications: guided inquiry and enrollment journeys, booking and scheduling, stores and catalogs, payments and subscriptions, customer and member portals, and learning or course experiences.

Explore Experience solutions
02What your team uses behind the scenes

Operations

Custom CRM and pipeline, project and service delivery, scheduling, estimating and pricing, fulfillment workflows, internal dashboards, reporting and operational financial visibility, role-based workspaces and team communications.

Explore Operations solutions
03What makes both sides lighter

Intelligence

Internal AI applications and knowledge assistants, document extraction, drafting and summarization, automation and routing, reminders and follow-up, AI-assisted reporting, integrations and APIs — with human approval gates where an action matters.

Explore Intelligence solutions
04Supporting all three

Implementation & Ongoing Improvement

Business and solution discovery, UX and application design, platform choice, data structure and migration, integrations and payment setup, then testing, launch, training and refinement as the business changes.

See how implementation works

Business-first discovery

Built for the way you actually work.

We do not arrive with a product to sell you. We arrive with questions: who touches this work, where does it stall, what should a customer be able to do without calling, and what would “better” look like on an ordinary Tuesday?

From there we design the smallest useful version and build it in phases. AI is used where it genuinely helps: reading, drafting, summarizing, sorting, remembering. Your people stay in control of the decisions and the relationships, and a person reviews anything that matters before it leaves the building.

Business first
Process and people before platforms.
No hype
AI used deliberately, honestly scoped.
Local and personal
You work directly with us.

Ideas, explored

Three interfaces that show what lives behind the website.

Client applications sit behind a login, so we build concept demonstrations instead — fictional interfaces exploring real business problems: a pipeline spread across inboxes, an internal AI operations view, a public experience wired into the system behind it. Our Work also has our live client platforms.

These are fictional demonstrations created to show the kinds of systems we can design. They contain no client data, screenshots, proprietary workflows or claimed outcomes.

Cedar & VineConnected website & customer experience
Concept
Cedar & VineRequest a visit

Sample service company

Careful work, clearly scheduled.

Start an inquiryBook a consultation
Service A
Service B
Service C

Guided service inquiry — step 2 of 3

Service type: Sample option
Timing: Within 30 days
Preferred window: Weekday morning
Continue to review

Connected handoff

  1. Website inquiry submittedSource: guided form
  2. Record created in CRMSample Contact · new
  3. Consultation slot heldConcept booking step
  4. Owner reviews before replyPerson decidesReviewer: owner

Connections

  • CRM
  • Calendar
  • Email
  • Forms

Fictional company, content and options

Concept Demonstration

Cedar & Vine

Connected website & customer experience into CRM

Northstar CRMContact record & pipeline
Concept

New

7

Qualified

5

Proposal

4

Won

3

Contact record

Contact

Sample Contact

Company

Sample Company LLC

Stage

Proposal — sample

Owner

Team member A

Open tasks

  • Send scope summary
  • Confirm site visit window
  • Check estimate assumptions

Communication timeline

  1. Day 1Inquiry received from website
  2. Day 1Acknowledgement sent
  3. Day 3Call logged — notes attached
  4. Day 6Follow-up drafted automatically

Follow-up automation

Approval required

Draft prepared for day-6 follow-up. Held until a person approves it.

Invented names, stages and sample counts

Concept Demonstration

Northstar CRM

Custom CRM & communications

WorklineInternal operations & financial visibility
Concept

Intake

6

Scheduled

11

In progress

8

Awaiting sign-off

3

Workload by team

  • Team A
  • Team B
  • Team C

Invented sample trend

Project profitability — sample data

ProjectBudgetActualVar.
Project 10424,00022,400+1,600
Project 11816,50017,300-800
Project 12631,00028,900+2,100

Fictional sample figures for illustration — operational visibility only, not an accounting system

AI-assisted exception summary

Human review

Three sample jobs are stalled: two waiting on confirmations, one without an owner. Summary prepared for review — no action taken automatically.

Needs attention

  • Job 2041Waiting on parts confirmation
  • Job 2058No owner assigned
  • Job 2063Sign-off pending 3 days

Recurring reports

  • Monday operations summaryWeekly
  • Budget vs actual reviewMonthly
  • Open exceptions digestDaily

Concept Demonstration

Workline

Internal AI operations & financial visibility

How we work

Five steps, no theater.

A clear path from conversation to something useful in your hands.

  1. 1

    Listen

    We learn the business, the people and where the work snags.

  2. 2

    Find

    We identify the opportunity with the highest practical value.

  3. 3

    Design

    We shape the journeys, data and roles into a plan you can picture.

  4. 4

    Build

    We create, test and launch in phases you can react to.

  5. 5

    Improve

    We train, measure usefulness and expand only when it helps.

Wilmington, North Carolina

Built here. Designed to work wherever you do.

We live and work in the Wilmington area, which means we can sit at your table, walk your shop floor and watch the real process instead of guessing at it. That proximity is a design advantage — you notice different things in person.

We also support a small number of clients beyond the region when the fit is right. The collaboration stays personal either way: you talk with the people building your solution.