AI systems · CRM
Custom CRM and AI systems that tame the chaos.
Brandtropic builds custom CRMs and AI systems for small businesses in the United States and Canada. We move an operation that lives in Google Sheets and WhatsApp into one place — leads, tasks, passwords, analytics and an AI assistant trained on how your business works — with Brandtropic System, our own platform, at the center.
- What it is
- Advisory, apps, CRM and custom AI systems, with Brandtropic System at the center.
- Best for
- Operations that run on spreadsheets and chats — and lose leads between them.
- How it runs
- Monthly, because systems only pay off when they run continuously.
- Pricing
- Quoted in three tiers — Basic, Mid and Heavy. US clients invoiced in USD.
- Where
- Remote across the US and Canada, on Pacific Time.
Sound familiar?
Everyday problems with a name. If one of these is yours, the fix is a system, not another app to log into.
- “My whole operation lives in Google Sheets and WhatsApp.”Nobody knows who’s doing what. The answer is in a chat from three weeks ago, on someone else’s phone.
- “Leads come in and I lose them between chats.”Inboxes, DMs and sticky notes. A lead that waits too long for a reply becomes a sale for whoever answered first.
- “Who has the login for the ads account?”Every login the business depends on, scattered across group chats and memories. One person leaves, and the access leaves with them.
- “Every new client is a small fire.”Growth exposes the cracks. What worked at the start breaks as you grow, and the team spends its day looking for things instead of doing them.
Brandtropic System, module by module
Not another tool to log into: the dashboard your business lives in. The passwords, the numbers, the content, the follow-ups and the AI that helps you work, under one login. It grows with your package, up to fully custom modules built for how you actually work.
- LeadsThe CRM. Every lead tracked from first click to signed project, with its follow-up and where it came from.
- ProjectsWho does what, and what is stuck. Tasks on one board your whole team uses.
- Live analyticsWired into your site. Real traffic and real leads, on the same screen as everything else.
- WebsiteSpeed, indexing and uptime, watched for you.
- StrategyThe plan, and whether it is actually happening.
- MarketingWhat you spent, and what came back.
- Password vaultEvery shared account, secured and logged — never in a group chat.
- Asset generatorPosts and banners built from your own brand system.
- AI assistantDrafts, answers and reports on request, trained on your operation, not on generic data.
- Rain of IdeasConcepts on demand. You keep the good ones; the rest cost nothing.
Brandtropic System comes with the bigger packages. It is not required to work with us.
Custom AI systems, built on how you work
When the standard modules aren’t enough, we build what’s missing. Four kinds of work, often in the same project.
Advisory
Before building anything, we look at how work actually moves through your business — where leads arrive, where they wait, where they get lost — and tell you what to fix first. Sometimes the answer is a process, not software.
Apps
Internal tools and apps for the jobs your team repeats every day, designed in your brand so they feel like part of the company, not a rented tool. For an outdoor marketplace, that was an operations dashboard for bookings, guides and payments.
CRM
Your clients, leads and team to-dos in one place, shaped around how you sell and follow up. Every person who writes to you gets logged with their follow-up, and leads from your website’s forms land there on their own.
Custom AI tools
Assistants trained on your own documents and the way your business works: first-line answers to common customer questions, drafts in your brand voice, reports on request. Automation goes where it earns its place. AI drafts; your team decides.
How we build it
We look before we build anything. Then the system grows one module at a time, as the business asks for it.
Map how you work
The sheets, the chats, the logins and the steps nobody wrote down. Half an hour with you, then a clear picture of where time and leads go missing.
We look firstOne home for leads and tasks
Leads, follow-ups and tasks move into one place first, because scattered chats are where most operations lose leads and hours.
The first fixConnect and train
Your website’s forms and live analytics wired in. The AI assistant trained on your documents and your way of working.
ConnectedGrow it
Every month we adjust what your team uses, retire what it doesn’t and add custom modules when the business needs them.
Every month
Six tools. One hub.
From the work: a fintech that started with no brand, no product and no systems.

Fintech · Brand, web, app and operations
Harmony Investments
Besides the identity, website and app design, we built one operations hub that replaced six disconnected tools: the website, analytics, passwords, client chat, an AI assistant and team communications.
Read the case studyWhat it costs
Monthly, because a system only pays off when it runs — and your operation will keep changing.
We don’t publish fixed prices. Systems are quoted in three tiers — Basic, Mid and Heavy — sized to how many modules you need, how much has to be built custom and how many people will use it. You get a clear proposal before you commit: what we’ll build, what it costs and how long it takes.
Brandtropic System comes with the bigger packages, like Full Ecosystem, where campaigns, leads, production and data run in one place alongside your marketing. If you’re starting from zero, start with the brand and the website; the system can come when the business asks for it.
US clients are invoiced in USD. Canadian businesses, see how we work with Canada.
Questions about AI systems and CRM
Straight answers, no runaround.
What is a CRM, and does a small business need one?
A CRM keeps your clients, your leads and your team’s to-dos in one place. Every person who writes to you gets logged with their follow-up, and nothing gets lost in a stray chat. If leads already slip between WhatsApp, email and a spreadsheet, you need one.
Why a custom CRM instead of an off-the-shelf tool?
Off-the-shelf tools like HubSpot fit many teams, and if one fits yours, we’ll say so. A custom system makes sense when your team bends its work around the tool: it is built around how you actually sell, deliver and follow up, and it grows with you.
What is Brandtropic System?
Brandtropic System puts your tasks, leads, blog and analytics in one place, like a board your whole team uses. It comes with the bigger packages and grows up to fully custom modules.
Do I need Brandtropic System to work with you?
No. It comes with the bigger packages and you can ignore it. It exists because most operations lose leads and hours in scattered chats, not because we need you inside a platform.
What can a custom AI assistant do for a small business?
Draft posts and reports in your brand voice, answer common customer questions from your own documents and help your team find what it needs. It is trained on how your business works, not on generic data, and a person decides what goes out.
Does it connect to my website?
Yes. Leads from your website’s forms land in the system with their follow-up, and live analytics show real traffic and real leads from your site on the same screen as the rest of the operation.
How are AI systems priced?
Systems work monthly, because they only pay off when they run continuously. Each one is quoted in three tiers — Basic, Mid and Heavy — with a clear proposal first: what we’ll build, what it costs and how long it takes. US clients are invoiced in USD.
Get your operation out of the group chat. Into one system.
Tell us how your business runs today. We reply with a first read of your case and a clear proposal — what we’ll build, what it costs and how long it takes. No commitment.