Operations PortalKeel productTampa, FL2026

Keel Internal Hub

Keel Automation · Automation agency operations

One screen for the owner and staff: CRM, deals, projects, invoices, payables, the phone line, and an AI assistant that can act inside the system with every action audited.

hub.keelautomation.com

Layout schematic of the product. Screens are shared on request during a walkthrough.

1
screen to run the day
100%
of destructive actions audited
RLS
forced on every table
TOTP
MFA on every internal login

The problem

Running an agency meant a CRM, an accounting tool, a project tracker, a shared inbox, and a phone app that never agreed. Status lived in whoever answered last. We were the exact shop we sell to.

What we built

  • Role-scoped dashboard: owner sees margins and payables, staff see projects and tasks
  • CRM with contacts, companies, deals, and inbound leads landing automatically from the website
  • Invoicing with Stripe and payment status next to the project it belongs to
  • Quo phone and SMS wired in so calls and texts attach to the right contact
  • AI assistant (Anthropic) with tool calls that read and write through the same audited server actions
  • GitHub, Gmail, and Supabase snapshot syncs so client repos and databases are mirrored read-only
Built with:Next.js 16SupabaseStripeTwilioAnthropicOctokitTailwind v4

Similar problem in your shop?

Fifteen minutes on the phone is enough to know whether the same approach fits. Pick a time and Cole calls you.

Call (813) 902-4763
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