Interactive case study
5 months build window

Green Guardian

B2B Sales Ops & CRM Suite

Headline outcome
“Processed $4.5M in sales pipelines with zero sync-drift across QuickBooks and GHL.”
Business Outcome: Linked CRM webhooks and QuickBooks ledger reconciliations, cutting invoice matching lag from 72h to 2s.
$4.5M
Processed Sales
Zero
Sync Drift Errors
2s
Reconciliation Latency
React 19ExpressTypeScriptMongoDBQuickBooks API
Green Guardian sign-in experience

Why it matters

Optimized sales workflows and financial tracking for high-volume B2B operations.

Current signal

Production

Focused delivery from architecture through working interaction model.

Mission

Why this system had to exist

I engineered the Green Guardian B2B Sales Ops & CRM Suite to streamline workflows and financial tracking for high-volume solar operations. Solar sales and installation pipelines involve multiple stages, from lead capture to site survey, installation, and invoicing. Managing this lifecycle requires coordinating data between sales reps, installers, and accounting teams. When these operations are managed in disconnected systems, data drift occurs, resulting in incorrect commissions and delayed installations. The setup required building a custom CRM with React 19 and Node.js that integrates with GoHighLevel and QuickBooks. The goal was to automate lead lifecycle tracking, synchronize customer invoices in real time, and display revenue analytics on role-based dashboards. This suite centralizes sales operations, helping solar firms track performance and scale revenue.

Moment 01

I engineered the Green Guardian B2B Sales Ops & CRM Suite to streamline workflows and financial tracking for high-volume solar operations.

Moment 02

Solar sales and installation pipelines involve multiple stages, from lead capture to site survey, installation, and invoicing.

Moment 03

Managing this lifecycle requires coordinating data between sales reps, installers, and accounting teams.

Moment 04

When these operations are managed in disconnected systems, data drift occurs, resulting in incorrect commissions and delayed installations.

Stage 1 of 4
Immersive sandbox
QuickBooks Ledger Reconciler latency: 2s
Solar Deal Invoiced Size:$15,000
GHL Webhook Match Status:
QuickBooks Synced Status:Synced

Architecture explorer

Select a layer to inspect the operating shape of the system.

Active layer

React 19 Concurrent Mode

Real-time GHL sync with webhook processing and data normalization

This layer participates in the wider system boundary described in the story above, connecting runtime behavior, user-facing interaction, and safety constraints into one deployable stack.

Before / after transformation

The outcome is easier to feel when you switch between baseline and optimized states.

Before

Invoice Matching

72 hours manual matching

After

Optimized resolution

Under 2 seconds auto-ledger sync

What shipped

Real-time GHL sync with webhook processing and data normalization

QuickBooks OAuth & financial reconciliation engine

Dynamic role-based dashboards (Admin, Sales, Installer, Customer)

Automated revenue pacing and performance analytics