In-house product · in operation
OS CRM
Our CRM, operated by people and by AI agents.
It is the system ELROI Labs uses for its leads, follow-ups, tasks and reports. We built it, we use it every day, and we can implement the same for your business.
- Type
- In-house product
- Status
- In daily operation
- Technology
- Laravel + React
- Infrastructure
- Own server with Coolify
How it connects
CRM with an MCP server
Leads and pipeline, multichannel follow-up, tasks, clients, projects and reports. Every lead has its next action and date, so none is left without follow-up.
- MCP server: an AI agent can query and operate the CRM
- Every action uses the user’s permissions and is logged under their name
- Pipeline and activity reports by channel and by person
Built-in WhatsApp
Messages go out from the business number through Evolution API and stay in each lead’s history.
- AI writes drafts with the business context: services, tone and cases
- A person reviews and approves every message before it is sent
- A WhatsApp bot replies with the business context
Automated content
Social posts are scheduled with Postiz, installed on our own server. When something is published, a webhook logs it in the CRM.
- Post scheduling on Instagram and Facebook
- Every published post logged automatically in the CRM
Agents for daily operations
AI agent routines that work on top of the CRM and prepare each day’s work.
- Morning plan: what is due today
- End-of-day close: what got done and what is pending
- Follow-up queue with each lead’s next action
What we can implement for you
- A custom CRM with your pipeline, stages and reports
- WhatsApp connected to your CRM, with AI drafts and human approval
- A bot that answers with your business’s real information
- Automated publishing of your content, with a log of what went out
- Agents that prepare your day and remind you of follow-ups
Want something like this in your business?
Tell us how you follow up today and what you would like to automate. We reply on WhatsApp.