Rep
8 screens- Referral leads & own pipeline
- Org chart
- Training & meetings
- SOPs
- Brand & social assets
- Digital business card + QR
- Partner directory
- Merch & reviews
Operations Portal
The layer your CRM is bad at.
Who a lead belongs to, what that rep is owed, where a recruit sits in the org, and the month of content nobody has time to write. It mirrors into GoHighLevel rather than replacing it.
The difference
Five jobs, done properly.
| The job | How it's done today | In the portal |
|---|---|---|
| Lead attribution | A rep's name typed into a CRM field, or a text message. Nobody can prove who brought what. | Every referral carries the partner and the rep. Both see the same record. |
| Referral partners | A shared link and an honour system. | Per-partner link, live dashboard, commission calculated from deal size. |
| Commission | A spreadsheet reconciled monthly — and argued over. | Derived from the pipeline stage, on bands you configure. No reconciliation. |
| Org structure | A slide deck that goes stale in a fortnight. | Live chart with recruitment lines and per-role commission uplift. |
| Rep onboarding | A folder of links emailed on day one. | Training, SOPs, assets, a digital business card and a referral link — issued with the account. |
Access
Fifteen modules, three tiers.
Enforced server-side on every request — not hidden in the navigation. A rep signing in sees eight screens; an owner sees all fifteen.
Team
+ admin- Referral pipeline & stage editing
- Portal accounts
- Payout detail
Admin
all 15- Social queue & content plan
- Event studio
- Blog studio
- Library
- All links index
Who it fits
Ten to eighty reps.
Large enough that leads get lost between people. Small enough that there is no marketing department and no operations hire. Solar, roofing, insurance, real estate brokerages — anywhere reps bring referrals and get paid on them.
- Four fifths of the system is company-agnostic — what changes is content, not architecture
- Configured per company: brand tokens, commission bands, service area, CRM webhooks, social accounts
- Mirrors into your CRM after the database write, so a CRM outage cannot lose a lead
- The content engine is built in — the same pipeline, inside the portal
Tell us where your business is losing time.
We'll tell you whether that's an automation problem, an AI problem, or a product problem — and then we'll build the fix.