You will get Custom CRM with Built in AI Automation
Rising Talent
Project details
Built by engineers, not marketers. Every part is scriptable and AI-aware — so the CRM adapts to your business instead of forcing you to adapt to it.
- Dynamic business objects. Don't settle for "Contacts / Deals / Tasks" — define any object you need (Attorneys, Cases, Donors, Listings) with custom fields, pipelines,
and forms. No schema migrations, no developer required.
- AI assistants everywhere. A dedicated Claude-powered agent builds email templates, landing pages, reusable components, automations, and integration scripts — each with
version history and visual previews.
- Universal integration framework. Wire your CRM into any API — SMTP, Stripe, SMS, webhooks, or custom — by describing it in plain English. Map campaign outputs to
integration inputs with a dropdown and run anything against any provider.
- Bring your own keys. Per-org Anthropic keys, per-org SMTP credentials, per-org everything. Multi-tenant by design.
- Production-ready. Soft deletes, temporal tables, audit trails, rate-limited public endpoints, per-org isolation baked in.
Try it if you're tired of rigid SaaS CRMs that bill per feature and still can't do what you need.
- Dynamic business objects. Don't settle for "Contacts / Deals / Tasks" — define any object you need (Attorneys, Cases, Donors, Listings) with custom fields, pipelines,
and forms. No schema migrations, no developer required.
- AI assistants everywhere. A dedicated Claude-powered agent builds email templates, landing pages, reusable components, automations, and integration scripts — each with
version history and visual previews.
- Universal integration framework. Wire your CRM into any API — SMTP, Stripe, SMS, webhooks, or custom — by describing it in plain English. Map campaign outputs to
integration inputs with a dropdown and run anything against any provider.
- Bring your own keys. Per-org Anthropic keys, per-org SMTP credentials, per-org everything. Multi-tenant by design.
- Production-ready. Soft deletes, temporal tables, audit trails, rate-limited public endpoints, per-org isolation baked in.
Try it if you're tired of rigid SaaS CRMs that bill per feature and still can't do what you need.
Programming Languages
HTML & CSS, JavaScriptCoding Expertise
Cross Browser & Device Compatibility, Performance Optimization, DesignWhat's included $10,000
These options are included with the project scope.
$10,000
- Delivery Time 14 days
- Number of Revisions Unlimited
- Number of Pages 10
- Design Customization
- Content Upload
- Responsive Design
- Source Code
Frequently asked questions
About Roger
Full Stack Software Engineer and AI Integrations SME
St. Augustine, United States - 5:45 am local time
I build intelligent, production-grade systems end-to-end: AI agents, full-stack web applications, enterprise data warehouses, and Azure cloud infrastructure. Over 13 years I've shipped platforms that handle real money, real users, and real data at scale — across mortgage servicing, legal tech, real estate, and automotive.
Most developers do AI or full-stack or databases. I do all three at a senior level, which means I can architect AI systems that actually scale — with proper data layers underneath, real observability, and infrastructure that holds up in production.
━━━━━━━━━━━━━━━━━━━━
WHAT I'M BEST AT
━━━━━━━━━━━━━━━━━━━━
🔹 AI / LLM Engineering
Anthropic Claude (SDK, tool calling, prompt caching, MCP server development), OpenAI embeddings, Google Gemini, RAG pipelines, vector/semantic search, multi-agent orchestration. I build autonomous systems — not chatbot wrappers.
🔹 Full-Stack Web Development
Java/Spring Boot, Node.js/Express, Next.js 15 + TypeScript, React, Vaadin, WebSocket streaming UIs, Stripe, OAuth 2.0, real-time progressive rendering.
🔹 SQL Server & Data Architecture
Microsoft Certified Professional. Query tuning (execution plans, DMVs, Extended Events), indexing strategy, Always On AG, TDE, partitioning, full-text indexing. Enterprise data warehouses using Inmon methodology with ETL pipelines integrating 30+ concurrent sources.
🔹 Azure Cloud Infrastructure
Stood up a complete Azure environment from scratch for a mortgage company: hybrid identity (Entra ID), VPN Gateway, SQL Managed Instance, AVD/FSLogix, Functions, App Services, DevOps CI/CD. Cut cloud costs 30% through PowerShell automation.
━━━━━━━━━━━━━━━━━━━━
RECENT PROJECTS
━━━━━━━━━━━━━━━━━━━━
Autonomous AI Agent Orchestration Platform (2026)
Custom MCP server with 15+ tools built on the Claude Agent SDK. SQL Server-backed shared agent memory bank with hybrid search and quality scoring. Claude agents autonomously browse sites, write and test extraction scripts, coordinate workflows, and persist institutional knowledge across sessions — fully unattended.
Car-Search.ai (2025)
Full-stack automotive search platform indexing 50,000+ UK dealer listings. AI-powered natural-language search using OpenAI embeddings stored in SQL Server. Interactive Leaflet.js map with 1,100+ dealers and proximity radius filtering. Stripe-backed Pro subscription tier with split-panel AI chat. Real-time WebSocket conversation engine with Claude tool-calling.
BriefMaker (2025)
AI-powered appellate brief drafting system for Florida attorneys, grounded in verified primary sources. Scraped case law from the Florida Supreme Court and all five DCAs plus 1,013+ statute chapters. PDF appellate record ingestion with full-text indexing. Prompt-cached Claude analysis, template-based brief structure, real-time streaming output.
Leonard Legal Platform (2026)
Complete tech stack for a Florida law firm: 100+ geo-targeted SEO pages, Clio practice management OAuth integration with auto token refresh, Stripe consultation booking, Java/Spring Boot document management app, and social media automation across Facebook and Google Business Profile.
Realty Software Solutions (2024)
RESO Data Dictionary-aligned real estate platform with real-time MLS sync, RAG-powered property enrichment, Spring Boot + Vaadin application, OAuth 2.0 multi-provider auth, and recursive AI-driven web scraping.
Oceanside Mortgage (2021–2023)
Zero-downtime migration of mission-critical SQL Server databases and BytePro LOS to Azure SQL Managed Instance. Inmon-methodology enterprise data warehouse with SSIS/SSRS. CRM-to-BytePro middleware via Azure Functions. Direct mail campaign management application.
━━━━━━━━━━━━━━━━━━━━
TECH STACK
━━━━━━━━━━━━━━━━━━━━
Languages: Java, JavaScript, TypeScript, Python, C#, T-SQL, PowerShell
Backend: Spring Boot, Node.js, Express, Next.js 15, Django, Vaadin, REST, WebSocket
Frontend: React, Next.js, Tailwind CSS, real-time streaming UIs
AI: Anthropic Claude SDK, MCP, OpenAI, Gemini, LangChain, LlamaIndex, RAG, vector search
Database: SQL Server 2012–2025, Azure SQL, SSIS, SSRS, CLR assemblies, dimensional modeling
Cloud: Azure (Entra ID, AVD, Functions, App Services, SQL MI, Monitor), AWS, GCP
DevOps: Git, Azure DevOps, CI/CD, PowerShell, Linux, Windows Server
Automation: Puppeteer, Playwright, headless browser orchestration
Security: OAuth 2.0, RBAC, AES encryption, Stripe, MFA, Conditional Access
━━━━━━━━━━━━━━━━━━━━
HOW I WORK
━━━━━━━━━━━━━━━━━━━━
I treat software like a fiduciary responsibility. My code runs where bugs cost money, violate regulations, or affect real people's lives — mortgage compliance, legal filings, payment processing. Expect clean architecture, SOLID principles, thorough testing, and clear written communication.
I'm comfortable owning a project end-to-end or integrating into your existing team. I write honest estimates, flag risks early, and don't disappear mid-project.
Steps for completing your project
After purchasing the project, send requirements so Roger can start the project.
Delivery time starts when Roger receives requirements from you.
Roger works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery call and feature selection
Discovery call to understand your business use case. Overview of different features we can implement.
Development Lifecycle
Prototype will be deployed to azure where the end user can log in and test features. They will subsequently provide feedback and anything that needs to be adjusted.