Propelity builds operations dashboards and workflow automation for small and mid-sized businesses. We connect the systems you already run, your CRM, accounting and vendor portals, into one view of the work, the money and the deadlines, then automate the repetitive steps in between.
The Problem
Your tools work. Nothing sits above them.
Job status lives in the CRM. Money lives in accounting. Deadlines live in a manufacturer’s portal or someone’s spreadsheet. Answering a simple question, like “where does this claim stand?” or “what did we pay out this month?”, means opening three systems and reconciling them by hand.
That’s where margin quietly leaks: missed deadlines, unclaimed reimbursements and hours of re-keying the same data. The fix is rarely another tool. It’s a layer that reads from the tools you already have and shows the whole picture in one place.
What We Build
One view of the work, the money and the deadlines.
- Operations dashboards that pull live from your CRM, accounting system and vendor or manufacturer records, so everyone works from the same numbers.
- Deadline and claim tracking that shows what’s due, what’s at risk and what’s been paid before anything slips.
- Workflow automation for the repetitive back-office steps: commission, invoicing, onboarding and the data entry that connects them.
- Leadership views that put performance, finance and pipeline on one screen, reading from the same ledgers your reports come from.
- Team and coaching views that give each person their own numbers, their own priorities and a clear next step.
- AI where it earns its place, from a cockpit powered by Claude to tools that review documents and flag what needs a human.
Proof
Built for real businesses, used every day.
SoFlo Solar: Warranty & Reimbursement Cockpit
Tracking one warranty claim meant checking five tools. We built a single dashboard, powered by Claude, that connects SoFlo Solar’s CRM, accounting system and manufacturer warranty records. Their team now sees job status, profitability, claim standing, deadlines and payouts in one place. Anthropic published it as a customer story.
“Faster warranty claims, fewer things slipping through the cracks, and more time for our team to spend taking care of homeowners instead of spreadsheets.”
Luis & Laura, Co-Founders, SoFlo Solar
The Third Group: 624 hours a year returned
For this executive search firm, automating commission and invoicing returned an estimated 208 hours of owner time a year, and automating onboarding and training returned a further 416. That’s more than fifteen work weeks handed back to the people who should be selling.
The work now runs as two connected dashboards: a leadership view of performance, finance and marketing, and a coaching view that gives each of twelve recruiters a day-by-day onboarding program, their own numbers and a weekly action list.
How It Works
Working software in weeks, not quarters.
01 · Discovery
We sit with the people doing the work and map what actually happens, not what the process document says. You get a written scope with a fixed price before anything is built.
02 · Build
We connect your systems and build the views your team needs. You see working software early and often. An operations dashboard usually takes one to two weeks.
03 · Launch
We go live with you, watching real jobs, claims and invoices flow through and fixing what the data reveals.
04 · Tuning
In the first weeks we refine the views, add the reports people ask for and automate the next step once the first one sticks.
Who It’s For
For teams whose margin leaks between systems.
This is typically right for installers and contractors handling warranty or reimbursement claims, professional-services firms running commission, invoicing or onboarding by hand, and any business that reconciles the same job across three or more systems.
It’s a poor fit if you want a strategy document with no build attached, or if nobody internally can make decisions about how the work should run. The best results come from working directly with the people who do the job.
Propelity builds dashboards and automation for businesses nationwide.
Questions
Operations dashboard FAQs
Do I have to replace my CRM or accounting software?
No. The dashboard reads from the systems you already run. Your team keeps working where it works today; the dashboard shows the combined picture.
Which systems can you connect?
Most CRMs, accounting systems and vendor portals can be connected. We confirm exactly what’s possible with your tools during discovery, before you commit to a price.
How long does it take?
Discovery typically takes one to two weeks, and an operations dashboard usually takes one to two weeks to build. Automation is added in steps, starting with the task that costs you the most time.
What does it cost?
Every project is scoped to your business, and you get a fixed price in writing before anything is built. The scope is tied to the hours and money the work will return.
Do you work with businesses outside Florida?
Yes. We work remotely by default with businesses across the U.S. The Third Group, for example, has offices in New York, Charlotte and South Florida.
See your whole operation in one place.
Tell us which systems you’re reconciling by hand. If we’re not the right fit, we’ll say so.