Zitro Digital Systems — Simple, Connected Systems for Small Business

01 What We Build

Five systems. One connected setup. Built for how your business actually runs.

Every module is custom-built around how you actually work, and we manage it end-to-end — not licensed to you and left alone. Here's exactly what each one does, and what happens if you skip it.

ID

Module

Function & Failure Mode

Status

CRM-01

CRMCustomer Records

Single source of truth for every client, project, task, invoice, and note. Records who owes what, what's due, and what's overdue — in one place, queryable, always current. WITHOUT IT: leads and follow-ups live in someone's head, an inbox, and three notebooks. Deals fall through the gaps.

Operational

PTL-02

Client PortalsExternal Access

A logged-in surface where your clients see their projects, review invoices, pay online, and file requests — without emailing you for a status update. Suspends access automatically when an account goes past due. WITHOUT IT: you are the portal. Every "where are we at?" is a manual reply.

Deployed

ERP-03

ERPEnterprise Resource Planning

Connects the back office — jobs, inventory, billing, and cash flow — so the numbers match up without a month-end scramble. Update something once, and it updates everywhere. WITHOUT IT: the same figure is retyped into four tools and none of them agree.

Configured

ERM-04

Employee Relationship MgmtInternal Ops

Roster, roles, assignments, and time — structured so work is assigned, tracked, and accounted for. Every task has an owner and a state, not a verbal handoff. WITHOUT IT: who's doing what is a group text, and nobody's sure it got done.

Available

WEB-05

Web PresenceFront Door

Domain, professional email, and a website wired to the systems behind it — so your front door and the rest of your business are one connected thing, not a brochure bolted on the side. WITHOUT IT: your site is a dead-end flyer that can't do anything.

Operational

02 Who It's For

Small operators who've outgrown duct tape but can't hire an IT department.

If your business is real enough to have real problems and too lean to solve them with headcount, this is built for you.

01 The owner-operator

You run the business and you are the business. The system exists so the operation doesn't stop when you step away from your phone.

02 The service trade

Solar, roofing, HVAC, contracting, install work. Jobs, crews, invoices, and clients that need to be tracked without a clipboard.

03 The scaling shop

You've hit the ceiling of what spreadsheets and memory can hold. Growth is now a data problem, not a hustle problem.

04 The one who's done being sold to

You've bought the tools, watched the demos, and still do everything by hand. You want the thing built and run — not another login.

// NOT FOR: enterprises with an IT team · anyone shopping for the cheapest freelancer · businesses that want a template and a login they'll never open. We build systems and stay on to run them. If you want a file handed off, we're not the fit.

03 The Difference

You've hired the freelancer. You've bought the software. Here's what's different.

A freelancer hands you a file and disappears. Off-the-shelf software hands you a login and makes you do the work. We build the system and stay on to run it. Same table, three approaches — read across.

Dimension

Freelancer

Off-the-Shelf SaaS

Zitro Digital Systems

Built for your operation

FreelancerSometimes — if you can spec it

Off-the-shelf SaaSNo — you adapt to it

Zitro Digital Systems▸Custom, end to end

Who runs it after launch

FreelancerYou do

Off-the-shelf SaaSYou do

Zitro Digital Systems▸We do

Systems connected

FreelancerRarely — one-off builds

Off-the-shelf SaaSOnly inside one vendor

Zitro Digital Systems▸CRM, portal, ERP & web — wired together

When something breaks

FreelancerThey're gone

Off-the-shelf SaaSA support-ticket queue

Zitro Digital Systems▸We already know — it's monitored

What you end up with

FreelancerFiles handed off

Off-the-shelf SaaSAnother login

Zitro Digital Systems▸A system that's yours, fully managed

04 How It Works

Discovery. Build. Operate. Three phases, one continuous relationship.

// PHASE 01

Discovery

We start by understanding how your business actually runs day to day — what tools you use, what you do by hand, and where things get missed. No templates, no assumptions. We learn your business before we build anything.

OUTPUT: a clear picture of what's working and what's not

// PHASE 02

Build

We put your systems together — database, client portal, payments, email, website. Custom to how you operate, wired together, and tested before it ever touches a client.

OUTPUT: a live, connected system

// PHASE 03

Operate

We run it for you. Monitoring, updates, fixes, and changes as your business grows. You get a system that works; we keep it running. This is the part freelancers skip.

OUTPUT: managed, ongoing support

05 Proof

One real client. A system that's actually live.

No inflated logo wall. No "trusted by thousands." A working deployment, running in production, that you can measure against.

// REAL CLIENT, LIVE SINCE 2026 LIVE & RUNNING

M&J Solar Screens

Their full system, built and running: a client list, a secure client portal on their own domain, online payments, and a professional business email. Set up, deployed, and running day to day — not a mockup, not a pilot slide.

CRM RecordActive
PortalLive · Domain
PaymentsConnected
Business EmailSet Up
StatusOperating

// M&J SOLAR SCREENS — LIVE WEBSITE LIVE SITE

The public front door — their live marketing site at mjsolarscreens.com, where every visitor becomes a lead.

// M&J SOLAR SCREENS — LIVE CRM SAMPLE DATA

The actual system running M&J's business: dashboard, invoices, proposals, leads, clients, material orders, and a live pricing calculator. Sample data shown — not real client information.

05·A Website ↔ CRM — One System

Their website and their client list — one connected system.

One system, not two. Every lead that comes through mjsolarscreens.com lands straight in their client list — automatically, with nothing to re-type and nothing lost. The website visitors see and the system the business runs on are the same thing.

// WEBSITE → CRM — REAL-TIME PIPELINE LIVE SYNC

Lead captured Synced to CRM

2 SYSTEMS · 1 PIPELINE · NOTHING RE-TYPED

06 Questions

The things owners actually ask before they commit.

Do I own what you build? +

Yes. It runs on your accounts, your domain, and your data — not ours. You own the system; we operate it. If we ever part ways, the system stays with you, running.

I already use QuickBooks and a few other tools. Do I scrap them? +

No. We wire into what already works and replace only what's holding you back. The goal is one connected system — not a rip-and-replace for its own sake.

How long until something is actually running? +

After we understand how your business runs, a first working piece is usually up in weeks, not months. We roll it out in stages, so you're never waiting on one big launch day — pieces go live and start earning their keep as they're built.

What does it cost? +

It depends on what you actually need — that's exactly what our first conversation is for. No packaged tiers — no two businesses are the same, and pretending otherwise is how you end up paying for software you never open. The call tells you whether it's worth building before you spend a dollar.

Are you a freelancer or an agency? +

Neither. A freelancer hands you a file; an agency hands you an invoice. We build systems and stay on to run them. What you get is a system that keeps working — not a project that ends.

I'm not technical. Is that going to be a problem? +

No — that's the entire point. You run your business; the system runs underneath it, and we keep it standing. You never have to become an IT department to get one.

07 System Fit

Not sure what you need? Answer eight questions.

Tell us how your business runs today and we'll map you to what actually fits — a straight read on where to start, before you ever get on a call.

// CLIENT INTAKE — SYSTEM FIT ANALYZER 0 / 8 ANSWERED

01 What kind of business do you run?

02 How many people work in the business?

03 How do you track customers and jobs today?

04 Do you invoice clients or take payments?

05 How often do clients ask you "where are we at?"

06 Do you coordinate a team, crew, or contractors?

07 How's your web presence right now?

08 What's the biggest bottleneck right now?

＋ Optional — so we can send your results and follow up

08 Build Your Stack

You don't need all five on day one. Start with one, add the rest as you grow.

Pick the systems your business needs now. Every module plugs into the same core, so scaling up later is just switching one on — no rebuild, no migration.

// STACK CONFIGURATOR 0 / 5 SYSTEMS ONLINE

Pick the systems your business needs — you can start with just one.

Everything your business runs on, finally in one place.

One connected system, not five separate logins.