Adnan NaeemChief Technology Officer, Techtiz. Forward-deployed engineering, AI consultancy and automation.

Company Brain | Sales, CRM & Lead Automation | Adnan Naeem

All industries/Sales, CRM & Lead Automation

AIFull-Stack Engineer

Company Brain

One View of Every Customer Across Your Business Tools

What it does

A company's customer data is usually spread across several tools: deals in HubSpot, payments in Stripe, invoices in Xero and meeting notes in Notion. Company Brain pulls that data into one system, links it to each customer, answers questions about it and takes action when something needs attention. The demo runs on test accounts with sample customers, and Clay company details are simulated.

Demo

Stack

Next.jsReactTailwind CSSMongoDBClaude AIHubSpot APIStripe APIXero APINotion APIClay APIVercel

IndustrySales, CRM & Lead Automation

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What we built

Daily overview that opens with what needs attention today, such as overdue invoices, open pipeline and closed deals, with the reason for each late payment shown next to the invoice.
One page per customer showing every deal, payment, invoice and note, pulled from HubSpot, Stripe, Xero, Notion and Clay.
Ask the Brain: plain-language questions like "Why hasn't Acme paid INV-1002?" answered by Claude AI, with every claim linked back to the record it came from so answers can be checked.
Automatic follow-ups: when an invoice goes overdue, a follow-up task is created on the deal in HubSpot, with only one task per invoice so nobody gets chased twice.
Built to stay reliable: syncs retry when a tool fails, raise alerts and recover by themselves, and records are never duplicated. A built-in "simulate outage" button shows this live.
Team views: separate views of the same data for sales, finance, operations and marketing.
Frosted-glass interface design.

Company Brain

What it does

Stack

Build something like it

What we built

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