Twin‑Ex Platform
A custom platform that runs the back office on autopilot.
The operations platform we built to run Twin-Ex itself: pipeline, finance, meetings, knowledge base and BI — a whole back office behind one login and one source of truth. 16 screens, 24 cloud functions, and a team of two founders running all of it.
Six disconnected tools — CRM, invoicing, spreadsheets, calendar, chat and BI — unified into one system, with a manual control behind every automation.
A growing studio drowns in disconnected tools — a CRM here, invoices there, a separate spreadsheet for every number, and a lot of copy-paste in between. That work quietly eats the day, and no off-the-shelf tool ties the ends together.
- 01 / 06
A lead arrives — on its own
When someone fills in the Smart Form, the lead lands automatically in the first column of the pipeline — with the service, package and budget already captured. No typing, no copying from email.
The lead lands here — service, package and budget attached - 02 / 06
The pipeline — one board for every deal
A kanban board moves each lead through five stages: Lead, Smart Form, Discovery call, Requirements & proposal, Active. Every card carries the deal value, how long it has sat in its stage and a health flag; above the board — a probability-weighted revenue forecast, a lead-source breakdown and win rate.
Watch a card get dragged between stages — and the forecast update instantly.
Weighted revenue forecast, liveA health flag on every card - 03 / 06
A client dossier — everything in one place
Every client gets one dossier holding the deal, the documents, the meetings and the decisions. Instead of hunting through spreadsheets and inboxes, the full history sits on a single screen.
Watch a dossier open — everything is already there.
Deal, documents and meetings — one screenThe full history, no digging - 04 / 06
A portal for the client
Every project carries a portal the client sees from their side — progress status, files and payments — fed from the same source of truth. What we see inside and what the client sees outside never drift apart.
What the client sees — same source of truthStatus, files and payments - 05 / 06
BI — the month's numbers, live
The dashboard opens straight onto what decides whether the month is healthy: live P&L, cash, active deals and subscriptions — updated from every system event in real time. And meetings sync from Microsoft 365, with AI insights that summarise the context and the follow-up.
Live P&L — from every system eventMeetings and payments — update on their own - 06 / 06
And over everything — an embedded AI assistant
SHAI, the AI agent we built, is available over any screen — a morning briefing, finance status and tasks, and follow-up drafts approved with a click. It has a case study of its own.
Available over any screen
Two people, run like twenty — the platform does the back office.
From lead capture to active project, the lifecycle runs automatically — with a manual control behind every step. And this is exactly the kind of system we build for a business that needs a back office of its own.