I turn scattered sales, operations, and client‑delivery work into CRM, workflow‑automation, integration, dashboard, and AI systems that teams actually use.
I lead CompanyConnect.Tech, a business‑systems consultancy serving clients worldwide from Johannesburg, South Africa and Austin, Texas. As a monday.com partner, I design practical systems that help teams follow up consistently, remove repetitive admin, connect the tools they already run on, and get reliable operational visibility.
| Capability | What it means for your business |
|---|---|
| CRM & revenue operations | Lead capture, ownership, follow‑up, pipeline visibility, and handoffs that stop opportunities slipping through the cracks |
| Workflow automation | Dependable workflows for admin, approvals, notifications, onboarding, quoting, invoicing, and internal coordination |
| Integrations & APIs | CRM, finance, comms, project, form, and data systems connected so no one re‑enters information |
| Dashboards & reporting | Management views that surface sales, delivery, workload, and performance in real time |
| AI‑enabled operations | Safe, useful AI for documents, lead qualification, support triage, internal knowledge, reporting, and other judgement‑heavy work — with named human ownership and escalation |
Platforms: monday.com · Make · Zapier · n8n · HubSpot · Zoho · Salesforce · QuickBooks · Xero · Google Workspace · Microsoft 365 · Airtable · Notion · OpenAI · Anthropic · custom APIs
| Repository | What it is |
|---|---|
| companyconnect-engineering-hub | The technical trust route — architecture, security, and due‑diligence content linked to inspectable source. Start here if you're evaluating. |
| companyconnect-operations-blueprint | Flagship client‑safe reference system: a runnable TypeScript lifecycle for synthetic lead intake → qualification → opportunity → quote → approval → onboarding → invoice trigger → support → KPIs → structured audit events. Idempotency, retries, human escalation, API contracts, tests, CI, CodeQL. |
| lead-to-quote-automation-demo | Focused, inspectable TypeScript API: validated lead qualification, next‑action recommendation, quote‑brief preparation, and audit logging. |
| companyconnect-systems-portfolio | The commercial view — problems solved, delivery patterns, implementation process, and how to engage. |
Every public repository is client‑safe by design: no customer configuration, credentials, live links, or confidential operating detail.
Over the past few months my build work has centred on production AI operations for service businesses — moving AI from one‑off experiments to supervised systems that run day to day:
- Multi‑agent orchestration — role‑scoped agents with per‑agent model policy, ordered failover chains, and tiered execution permissions, so an automation degrades gracefully instead of stopping.
- Model routing & resilience — provider‑agnostic model selection across OpenAI, Anthropic, and others; guarded fallbacks; explicit cost and context controls.
- Guarded automation — allowlisted vs. reviewed execution modes, approval gates on outward actions, structured audit events, and hard boundaries around sensitive data.
- Channel & CRM integration — conversational operations over the messaging channels teams already use, wired to CRM/board records with idempotent updates.
The client‑safe proof for these patterns lives in the repositories above; the confidential implementations stay with the businesses they were built for.
- Discover the bottleneck. Map the current process, tools, data, handoffs, and the outcome worth improving.
- Design around the team. Define the future workflow, ownership, safeguards, system roles, and success measures.
- Build and test. Configure CRM, automation, integrations, dashboards, or AI capability with real exception handling.
- Launch and enable. Train the people who use it, hand over documentation, support adoption.
- Measure and improve. Review performance and prioritise the next opportunity as the business changes.
If your team is losing time to inconsistent follow‑up, disconnected tools, manual operations, or reporting uncertainty, I'd be glad to help identify the highest‑value fix.
- Book a free strategy call: https://companyconnect.tech
- Service packages: https://companyconnect.tech
- LinkedIn: https://www.linkedin.com/in/lloyd-lew
- Email: letsconnect@companyconnect.tech
CompanyConnect.Tech · monday.com partner · Johannesburg, South Africa & Austin, Texas · serving clients worldwide