Proof behind better broker pipelines and deal operations
See what Systemify has built across valuation, seller lead capture, qualification, communications, documents, reporting, and connected operations. We lead with work in a business-sale marketplace, then show relevant systems experience from other industries without presenting those clients as brokerages.
Valuation and seller-pipeline systems in an M&A marketplace
These projects were delivered for The Law Practice Exchange, a marketplace focused on law-firm sales and acquisitions. They are the closest evidence for the valuation and seller-sourcing problems business brokers bring to us.
Legal Services / M&AThe Law Practice Exchange
30-Minute Process Rebuilt to Run in 5 Minutes — A More Reliable System for the #1 Law Firm Marketplace
Direct M&A evidence: a production valuation workflow rebuilt for faster background execution, greater reliability, richer context, and human-reviewed delivery.
- Valuation workflow
- AI reliability
- Document creation
Legal Services / M&AThe Law Practice Exchange — Lead Capture
Converting Anonymous Ad Traffic Into Qualified Leads — Without a Form Fill
Direct M&A evidence: a seller-lead system that identifies business visitors, checks fit, triggers timely outreach, and creates qualified CRM records.
- Seller lead capture
- Qualification
- Communications
- CRM
Comparable workflow problems solved in other industries
These clients are not business brokerages. Their projects demonstrate the underlying capabilities used in broker systems: lead handling, qualification, follow-up, document creation, CRM design, reporting, integrations, and human-reviewed AI.
HospitalityAmington Hall
From 1 Hour Per Quote to 5 Minutes — Without Changing a Single Tool
Shows how structured intake, CRM data, pricing logic, and document generation can shorten response time while preserving human review.
- Lead response
- Document creation
- CRM integration
Financial ServicesFinancial Services Agency
Agents Doubled Their Daily Capacity — AI Drafts Suitability Reports in Under 60 Seconds
Demonstrates structured qualification, AI-assisted document drafting, CRM updates, and an approval gate before client delivery.
- Qualification
- Document creation
- Human approval
E-commerce / D2CBased Bodyworks
8 VAs Replaced With 1 — Custom Influencer CRM Centralises 250+ Spreadsheets
Shows how fragmented records and handoffs can be consolidated into a controlled CRM with clearer ownership and reporting.
- CRM consolidation
- Data operations
- Reporting
Marketing AgencyMass Tort Marketing Agency
One Full-Time Moderator Eliminated — 100+ Ad Accounts Managed Automatically in Real Time
Demonstrates high-volume classification, prioritized responses, exception handling, and human oversight across sensitive communications.
- Lead response
- AI classification
- Communications
E-commerce / D2CLux Armony
"Made Me a Lot of Money" — Automated Psychological Pricing for 20+ Countries
Shows how documented business rules can drive consistent calculations across markets without relying on manual updates.
- Rules automation
- Data processing
- Quality control
E-commerce / D2CEndure
Zero Missed Follow-Ups — Automated Retention System Keeps Every Customer in View
Demonstrates event-driven follow-up that surfaces the right contact, context, and next action while keeping communication human.
- Follow-up
- Communications
- Pipeline reminders
Marketing AgencyLiveDove Media
Real-Time Client Dashboards Replace Weekly Manual Reporting — Hours Per Week Returned
Shows how recurring reporting can be replaced with connected data flows and live dashboards for clearer pipeline and performance visibility.
- Reporting
- Dashboards
- Data integration
Industrial ManufacturingVarvier Filtration
AI-Powered Cold Email System Scales Outreach for French Industrial Manufacturer
Demonstrates repeatable prospect sourcing, qualification, personalized outreach, reply classification, and follow-up exception handling.
- Lead sourcing
- Qualification
- Follow-up
Financial ServicesAI Automation for Financial Services
KYC Generated Instantly. Suitability Reports in 60 Seconds. Advisors Focus on Clients — Not Paperwork.
Demonstrates automated intake and AI-assisted document creation with an explicit professional review step before external use.
- Qualification
- Document creation
- Human approval