● Phase 0 complete — foundation is live

One system to run the whole sales engine.

We're consolidating five separate Gerrard's tools into a single CRM — built to feel like GoHighLevel, with a drag-and-drop pipeline, our brokers and policies in one place, and AI call scoring baked in. This page is where the team reviews it and weighs in.

▶ Open the live demo See the screens
5 → 1systems consolidated
6 → 1databases
12modules
38tables live
$0downtime during migration
Why we're doing this

Five tools, six databases, the same data five times over.

Gerrard's sales runs on five separate apps that were each built one at a time. They all talk to the same GoHighLevel account and re-store the same information — which is expensive, fragile, and makes a single view of a client impossible.

😵 Today — the sprawl

  • Lead distribution, Phone & referral, Call agent, TV dashboard, and Sales dashboard — five apps, three different tech stacks.
  • Brokers are stored five separate times; opportunities are synced from GHL into three different databases by four different jobs.
  • Nuacom calls are pulled in twice. No single place shows a client's full story.
  • Every new tool = another database, another login, more to maintain.

✨ The destination — one CRM

  • One system everyone logs into — contacts, pipeline, calls, renewals, earnings, dashboards.
  • One shared database = one true record per client, broker and deal.
  • Familiar, GoHighLevel-style screens — minimal retraining.
  • New capability becomes a module, not another silo.
See it

The clickable demo

An interactive mock-up of the CRM — not the finished product, but exactly how it will look and work. Open it, click through the sidebar, and drag opportunity cards between pipeline stages. Then tell us what you'd change.

▶ Launch the interactive demo

Full clickable prototype — drag the pipeline cards, browse every screen. Opens in a new tab.

Open demo → Pipeline
Opportunities pipelineDrag-and-drop, GHL-style
 Dashboard
DashboardPipeline value, GBI, ROAS
 Contact
Contact record3-panel, like GHL
 Calls
Calls & AI scoringAuto scorecards
 Renewals
Renewals & policiesRecurring revenue
 Claims
Claims boardReal GHL lifecycle · to confirm
What it does

Twelve modules, one shared core.

The familiar CRM screens you'd expect, plus the Gerrard's-specific tools that make it ours.

▦
Dashboard

Pipeline value, conversion, GBI, ROAS, call scores — at a glance.

⇲
Leads

Inbound lead inbox + automatic routing to the right broker.

Gerrard's
☷
Contacts

Smart lists, filters, and the full 3-panel client record.

≣
Opportunities

The drag-and-drop pipeline — the daily driver for every broker.

✉
Conversations

SMS, email and more in one timeline per client.

☎
Calls

Nuacom calls auto-transcribed and AI-scored for coaching.

Gerrard's
⚑
Claims

The full claims lifecycle as its own board (already runs in GHL today).

To confirm
↻
Renewals

Policy register + renewal pipeline — the recurring-revenue engine.

Gerrard's
$
Earnings

CBN broker earnings + conversions — the real money view.

Gerrard's
▥
Reports

Every existing dashboard, kept as its own view, on shared data.

⚙
Automations

Per-stage follow-ups + workflows + routing that fire as a deal moves.

Strategy to confirm
⚒
Settings

Brokers, branches, pipelines, fields, integrations.

◆
One shared core

Every module reads and writes the same database — so a client, broker or deal exists once.

How we get there safely

Build the new CRM, move the old systems in one at a time.

Nothing gets switched off in a big bang. The new CRM is built alongside the live tools and takes over one capability at a time — each one runs in parallel until it's proven, then we flip it over. No downtime, no lost data.

Phase 0 — Foundation✓ Done

Repo, cloud project, the shared database (38 tables) and nightly backups — all live.

Phase 1 — Mirror the data◷ Next

Pull contacts, opportunities and brokers from GoHighLevel into the new core. Read-only — touches nothing live.

Phase 2 — Dashboards

The unified dashboards go live first — the quickest visible win, lowest risk.

Phase 3 — Calls

AI call scoring moves over; the old call tool retires.

Phase 4 — Intake & earnings

The phone/referral capture form, conversions and earnings move in.

Phase 5 — Lead routing

The lead-distribution engine moves in last (it's the newest and most complex).

Phase 6 — Clean up

Retire the old apps and spare databases. Six become one.

Where we are

Live right now

Code repository✓ Live · private
Cloud project✓ Live · database + queue running
Shared database✓ Live · 38 tables created
Data model✓ Designed · all 5 systems mapped
Backups✓ Live · all data backed up nightly
Interactive demo✓ Ready · open it →

Built to feel familiar

If you've used GoHighLevel, you'll know your way around in minutes:

  • The same contacts list + smart lists
  • The same 3-panel client record
  • The same drag-to-progress pipeline board
  • Auto-save everywhere — no "Save" buttons

…plus calls, renewals and earnings GHL can't give us.

Your turn

Tell us what you think.

This is the moment to shape it — changes are cheap now and expensive later. Open the demo, then weigh in on these:

  1. The pipeline card — what do you need to see at a glance on each deal? (value, next task, days-in-stage, call score, phone…?)
  2. Pipelines & stages — are Commercial / Domestic / Life & Health right, and what are the stages in each?
  3. Renewals — how far ahead should a renewal show up, and who owns it?
  4. Claims engine — is the board above right? Separate team/queue? SLA timers? document handling? (shape not locked yet)
  5. Workflows & follow-ups — keep GHL running the SMS/email sequences while we move the data, or rebuild them in the CRM?
  6. Must-haves we've missed — anything a broker does daily that isn't represented here?
  7. Reports — which numbers matter most on the dashboards?

✉ Send feedback to Greg