OpsPilot | CRM, Invoicing & AI Operations Dashboard

OpsPilot: bringing client operations, invoices, and reporting into one workspace.

The problem Freelancers and agencies often manage clients, deals, invoices, and recurring retainers across disconnected spreadsheets and chat apps.

My solution I built a multi-tenant operations dashboard with a CRM pipeline, invoicing, scheduled automation, and an AI assistant grounded in workspace records.

Key features • Client records and deal stages • Branded PDF invoices and recurring retainers • Reminder automation and scheduled tasks • Revenue and receivables reports • Owner/member roles and a data-aware AI assistant

Engineering notes The engineering work includes tenant-scoped access, invoice calculations, scheduled jobs, and idempotent payment updates. Demo payments use Midtrans Sandbox.

Built with: Next.js · React · TypeScript · PostgreSQL · Prisma · Groq · Recharts · Tailwind CSS