The operating layer

One operating record for every customer service.

The platform connects public requests, approved mockups, plans, billing, payment arrangements, provisioning, backups, monitoring, incidents, points and customer access.

CRM Integration Hub
PLATFORM PREVIEW
TheAppGuy CRM Integration Hub preview
Example interface · live records depend on connected services
How the system connects

One traceable workflow from request to support.

Actions are only shown as complete after the real service, backup, monitor or payment record confirms them.

01Public requestService, plan and requirements
02CRM intakeClient, project and approved promise
03BillingInvoice, arrangement and account status
04ProvisioningInstallers, nodes and verification
05OperationsBackups, monitors and incidents
06PortalCustomer-visible status and support
Operational modules

Built for the work that starts after launch.

The interface shows real records and honest states. Provisioning remains queued until a compatible agent or provider connection exists.

BACKUP MANAGER

Schedules, retention and restore points.

Backup records show what ran, when it ran, where it was stored and whether it can be restored.

ServiceLast backupRetentionStatus
clientsite.ca03:1530 daysSuccess
business-mail03:2230 daysSuccess
game-server-0303:3114 daysSuccess
Example records shown for design preview
MONITORING

Incidents with recovery history.

Open
2
Recovered
12
Targets
8
Preview metrics
AUTO INSTALLERS

Approved templates, not arbitrary commands.

  • WordPress
  • Laravel
  • Minecraft
  • Linux VPS
  • Windows VPS
PAYMENT ARRANGEMENTS

Terms and due dates stay visible.

Split payments, extensions, reminders and grace periods are documented—not handled through scattered messages.

POINTS & REWARDS

A separate ledger from cash payments.

Earned, redeemed, pending and expired points remain auditable and cannot silently alter revenue records.