The Platform
Inside Origin.
Origin is the base CRM. Four core tabs, one unified dashboard, and a clean structure your team can actually use. Custom-fit to your operation — not the other way around.
At a glance
Your active operation, in one view.
The dashboard pulls every active project across every status into a single, scannable layout. Project IDs, addresses, age, balances per status, and a global search across the whole system. Everything visible, nothing buried.
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Sample data shown · statuses, fields, and flags configured to your business
The Core
What's included in Origin.
Four tabs. One source of truth. Configured to how your business actually runs.
Projects
Every project lives in one place. Open the modal to see status, balance, contact info, full history, and connected files — without leaving the screen.
- Project ID, status, type, and address
- Amount, deposit, and balance per project
- Linked client info — company, contact, phone, email
- Status log dropdown with full activity history
- Days-old & creator audit trail
- Direct access to the project folder
- Admin edit mode for clean-up
Clients
Every relationship at your fingertips. Each client modal carries contact details, location, and every project under their name.
- Client ID, name, address, location
- Contact: phone, mobile, fax, email
- Linked project history per client
- Direct line to the client folder
- Admin edit mode for clean-up
Supply
Inventory and supply data with status awareness. Track unit and piece pricing, supplier, group, and get flagged when codes go stale.
- Material name, code, description, measures
- Group, supplier, unit & piece price
- Status logs — who updated, days since last touch
- Configurable stale-code flagging
- Admin edit mode for clean-up
Status Logs
Every change captured. A complete activity feed across projects, clients, and supply — searchable, audited, and tied to the user who made it.
- Linked record (project / client / supply)
- Timestamp + user
- Transaction type + value
- Comments & notes
- Cross-record search
Add-ons
Layer in what you need.
Origin is the base. Features layer on top — pay only for what fits your operation.
Automated Quoting
Generate quotes directly from a project. Built off blueprint, material spec, or templated line items. Stop rebuilding quotes from scratch every time.
QuickBooks Sync
Invoice status visible inline on every project. Stay in sync between your books and your operations — no double entry, no reconciliation drift.
Workflow Automation
Email and SMS follow-ups, status notifications, internal alerts, and repetitive task automation. Your team focuses on the work that actually makes money.
Custom Dashboards & Tools
Internal tools, reporting dashboards, and client-facing portals built around your operation. If a view doesn't exist off the shelf, we build it.
Pricing is custom — every Origin deployment is built around your specific workflow. Book a walkthrough and we’ll scope it together.
Process
How we work.
A straightforward path from first conversation to a running system.
01
Discovery
We learn how your business runs — your workflow, your pain points, your goals.
02
Design
We map out exactly what your system needs to do. No guesswork, no bloat.
03
Build
We build your Origin deployment from the ground up, custom-fit to your business.
04
Deploy
We set everything up, train your team, and make sure it works on day one.
05
Support
Ongoing support, add-ons, and updates as your business grows and needs change.
Technology
Our Stack
Proven tools, battle-tested in production.
Frontend
React
Next.js
TypeScript
Tailwind CSS
Framer Motion
Backend
Supabase
PostgreSQL
Zod
Infrastructure
Vercel
GitHub Actions
Sentry
See Origin in action.
Book a 30-minute walkthrough on a real deployment. We'll show you exactly how it adapts to your business.
Book a Demo