Case study · 03 · 2026
Twin‑Ex Platform
A custom operations platform — automations, live dashboards, and AI agents that run the back office so a small team operates like a big one.
Software · Automation · BITwin‑Ex PlatformLive
Active deals0
Billed this month₪0
Open invoices0
P&L · this quarter
The challenge
A growing studio drowns in disconnected tools — CRM here, invoices there, spreadsheets for the numbers, manual busywork in between — the work that quietly eats the day.
The approach
One custom platform tying it together: a CRM with a kanban pipeline and a per-lead cockpit, a live P&L and KPI dashboard, finance wired to invoicing, the full lead lifecycle automated from Smart-Form pull to active project, calendar + repo + chat connected, and an embedded AI assistant — with a manual control behind every automation.
5+tools unified
autolead lifecycle
liveP&L + KPIs
Lead
Discovery
Active
Smart Form
Lead
Discovery
Active
MS 365SlackGitHubVercelSupabase
The outcome
Two people, run like twenty — the platform does the back office.
Built by
Gilad Goldhar
Co-founder
Tamir Dahan
Co-founder