Run your whole operation from one system
We build the internal system your business runs on: clients, deals, tickets, and contracts in one place. Human-in-the-loop, on your infrastructure, and you own the IP.
- Built to SOC 2 controls
- GDPR compliant
- Private AI: data never leaves your servers
One example. A bespoke operations platform: clients, a nine-stage deal pipeline, SLA tracking, and an append-only audit log, so no deal slips through.
Clients, pipeline, tickets, contracts in one place
Built on your infrastructure, the IP is yours
Every change recorded, immutable
How we build the system that runs your operation
We model how your business really works, then build the platform that runs it.
- 01
Map the operation
We map how work really moves: the steps, the handoffs, and the decisions a person must keep.
- 02
Model your data
Clients, deals, and tasks become a clean data model that fits how you work, not a generic template.
- 03
Build the screens your team lives in
A role-aware dashboard, pipeline board, tickets, and client 360, so each person sees only their work.
- 04
Wire the automation
The system assigns owners, opens and routes the next task, and watches every deadline, while a person signs off on what matters.
- 05
Ship it, and hand you the keys
It goes live on your infrastructure with a full audit trail. The code and the data are yours.
Everything your operation needs, in one system
The work, and the record of it, live in one place.
Clients 360
One profile per client: corporate hierarchy, contracts, deals, and full history.
Pipeline board
Drag a deal forward; the system closes the old task and opens the next, routed to the right person.
Tickets
Tasks with a priority, deadline, status, and comment thread, created as deals move or by hand.
Contracts
Premium, dates, and status, with activation and expiry driving each client status.
Role-aware dashboard
Employee, Manager, and Admin, with department scoping, so each person sees only their work.
Audit trail
Who changed what, when, and the value before and after. Immutable.
Stages, roles, and SLA targets ship as editable defaults, confirmed with your team.
It runs the busywork, your team makes the calls
The system handles routing, status, and deadlines. The decisions stay with your people.
Off-the-shelf tools make you remember the process. A custom platform runs it, and stays human-in-the-loop: the system moves and watches the work, a person owns every real decision.
- Assigns the right specialist and opens the first task on a new deal
- Routes each next task to the correct department and least-loaded person
- Handles the accept or decline branch, then archives or moves to issuance
- Keeps each client status current from their active contracts
- SLA watch: green, yellow, red, with at-risk work floated to the top
- Escalates overdue work and flags overloaded staff
Spreadsheets and inboxes, or one source of truth
One system ends the guesswork.
- Client details scattered across files, inboxes, and one person’s memory
- Deals stall because nobody knows whose turn it is
- A renewal slips and no one notices until the client calls
- No record of who changed what, or when
- One profile per client: hierarchy, contracts, deals, and full history
- Each stage opens the next task and routes it automatically
- SLA watch floats at-risk work up and escalates before it is late
- Every change logged, immutable, a full audit trail
What it costs, and how fast
A Build engagement: fixed scope and fee, quoted after a free audit.
Smaller internal tools start from EUR 1,999 and ship in 2 to 4 weeks. A full operations platform is larger and scoped to fit; you see it running on your own data before it goes live.
It is built to SOC 2 controls, GDPR compliant, and human-in-the-loop, on your infrastructure. You own the code, the data, and the IP, with no per-seat license.
The internal platform behind a major insurance brokerage
A live system we designed and built: the internal operations platform that runs one of the largest insurance teams in Greece, anonymized to protect the client.
A nine-stage pipeline, SLA tracking, and an append-only audit log, so no deal slips through
Map the operation
We mapped how clients, insurance deals, and daily tasks moved across the team, and where work slipped between handoffs.
Model clients, lines, and deals
Clients with corporate hierarchies, seven insurance lines each with a specialist, and deals that are one client and one line in flight.
Build the pipeline and tickets
A nine-stage deal pipeline on a kanban board, with tasks that open and route themselves as each deal advances.
Wire the automation
The system assigns specialists, routes the next task to the least-loaded person, handles the accept or decline branch, and watches every SLA.
Ship with a full audit trail
Every change recorded, immutable, with a client’s complete history one click away on their profile.
Questions, answered straight.
It is the internal system that runs your business day to day: clients, deals, tasks, contracts, and the record of every change, in one place. You need one when off-the-shelf tools stop fitting and work starts slipping between handoffs as you grow.
You own it. We build on your infrastructure and hand over the code and the data when we are done. No per-seat license, and no vendor that can change the rules or the price.
Yes. Built to SOC 2 controls and GDPR compliant, with encryption at rest and in transit, role-based and department-scoped access, and an immutable audit log. When data residency matters, it can run self-hosted in your own infrastructure.
A person stays in control. It is human-in-the-loop by design: the platform handles routing, status, and deadlines, but a person owns every real decision, like who signs off and what gets issued.
It is a Build engagement, scoped and quoted after a free audit, so you have a fixed plan and a fixed price before anything starts. Smaller tools ship in a few weeks; a full platform is scoped to fit. You see it running on your own data before it goes live.
Outgrown your spreadsheets and off-the-shelf tools?
Book a free audit. We map how your operation runs, scope the system to run it, and give you a fixed plan and price before you commit.
- Built to SOC 2 controls
- GDPR compliant
- Private AI: data never leaves your servers
Every engagement is led personally by Code2b’s founders, Alex and Dusan. Fixed scope and go-live date agreed up front. No surprise costs.
Free, no obligation.
Book a free automation audit