04CRM & business systems

One place for how your team works.

Customers, requests, projects, documents and approvals — in one system shaped around your process, instead of spreadsheets, chats and someone’s memory.

Sanitized previewOn this page: HatalyX Business OS — our private internal system, shown sanitized with placeholder data. It is not a product for sale and not a client system.

HatalyX Business OSPrivate internal system · Sanitized preview

Sanitized previewPlaceholder names and figures. Business OS is HatalyX’s own internal system — shown to explain how we build software, not offered as a product.

What it solves

When the business outgrows spreadsheets and chats.

Five signs a business system would earn its place. A system is always built for one company, so the answers here are shown in our own sanitized system — never in someone else’s.

  1. Customers, requests and work live in spreadsheets, chats and someone’s memory.

    One record per customer: requests, offers, projects and conversations together.

    Business OS preview — Clients (sanitized)

  2. Nobody can see which offer is waiting for whom.

    Approvals with a status and a history everyone can see.

    Business OS preview — Approvals (sanitized)

  3. Work stalls somewhere between people.

    Projects and orders stage by stage, with tasks, owners and due dates.

    Business OS preview — Projects and Tasks (sanitized)

  4. The same details are typed twice, into different tools.

    Automations and integrations, so information is entered once.

    Business OS preview — Automation; more on the AI & automation page

  5. Off-the-shelf CRMs force a process you don’t have.

    Modules chosen and shaped around how your team actually works.

    Agreed module by module in your offer

What we build into it

What we build into a business system.

Capabilities, not a boxed product: each system is built for one business, from the modules it needs. Your offer lists them — and what stays out.

Customers & requests

  • CRM: customers, contacts and their history
  • Requests from your website, forms and messengers in one inbox
  • A status and a next step for every customer
  • Search across customers, projects and documents

Work & documents

  • Projects and orders, stage by stage
  • Tasks with owners and due dates
  • Offers and documents, with versions
  • Approvals with a clear history
  • Roles and permissions: who sees and edits what

Overview & connections

  • Dashboards with the figures you actually check
  • Automations for routine steps
  • Integrations with your website, email and messengers — scoped per project
  • AI-assisted summaries and drafts, approved by a person
  • Handover, training and support

Example interface

A client record, read closely.

The heart of most business systems: a list of customers, and behind each name the record a team works from. Shown in our own Business OS, with placeholder data.

Sanitized preview HatalyX Business OS — our private internal system. Placeholder names and data; not offered as a product.
  1. Every customer, with a next step

    Status and next step on one line, so nothing waits in someone’s head.

  2. The record behind each name

    Offers and their versions, documents and history — in one place.

  3. Approvals everyone can see

    What is waiting, what is approved — and for whom.

In the work

What is real, and what isn’t shown.

No client business system is shown on this site. These live projects show where a system’s data begins: booking requests with their own numbers, and menus their owners manage themselves.

Motel, grill & restaurant · Gat, Zakarpattia

Ari Zona

Every booking request gets its own number, and the guest finds it again with that number and a phone — the kind of record a business system is built around.

  • Booking requests
  • Lookup by number
Read the case study

Menus with their own admin panel

Three restaurants change items and prices themselves, through admin panels HatalyX built. The panels are private; the menus are live.

  • Don Corleone

    Restaurant & pizzeria · Dyida · digital menu with its own admin panel

    don-menu-pi.vercel.app
  • Stare Misto

    Café, restaurant & billiard club · Vynohradiv · food and bar menus, own admin panel

    stare-misto-qr-menu.vercel.app
  • Sushi From Serg

    Sushi · Netishyn · searchable menu with its own admin panel

    sergs-sushi-shine-main.vercel.app

Real client workSanitized preview

Business OS above is HatalyX’s own system, sanitized — not a client project and not for sale. The live projects show the first layer: requests and content their owners manage. A client’s system is scoped module by module in the offer, before any work starts.

Web applications

How the work goes

From first conversation to launch.

Five steps, the same for everything we build. You know what you get, for how much and when — before any work starts.

How projects are scoped and paid
  1. 01

    Consultation

    We get to know your business and your goals. A short conversation shows what you need — and what you don’t.

  2. 02

    Offer & plan

    A detailed offer and plan: exactly what you get, for how much, and when.

  3. 03

    Design & development

    We design and build the system and keep you informed along the way — no black boxes.

  4. 04

    Testing & approval

    We test on key screen sizes and modern browsers, fix what we find, and prepare the launch with your approval.

  5. 05

    Launch & support

    We launch, train you to manage it, and stay close afterwards — one message, and we help.

Other services

The rest of what we build

All services, side by side
  • Websites

    Corporate, catalogue, hospitality and ordering sites — built around how customers decide.

  • Web applications

    Booking engines, portals, admin panels and tools that run in the browser.

  • Mobile applications

    Phone-first products for daily use — shown as a HatalyX concept.

  • Commerce & booking

    Catalogues, price lists, ordering, reservations and availability.

  • AI & automation

    Automations and AI-assisted drafts — with a person making the decisions.

Start a project

Have something in mind? Let’s build what your business actually needs.

A free, no-obligation conversation. Tell us about the business — we’ll recommend only what is worth building.