Lead Pipeline — Inbound to Close
Supporting Systems — Detail
CRM & Lead Pipeline
20 workflows · 637 leads
- CTM webhook to ClickUp task creation
- AI-powered lead research & profiling (GPT-4)
- Budget qualification ($150k+ fast-track)
- Mailchimp audience sync & drip campaigns
- Google Booking to pipeline status update
Accounting & FOS
30 workflows · 3 entities
- Xero integration & bank CSV import
- Payroll processing & WHT calculations
- Tax compliance & BAS reporting
- Automated P&L with reconciliation
- Multi-entity ledger management
Monitoring & Alerts
Real-time · Telegram
- Error monitoring across all 66 workflows
- Telegram bot alerts on failures
- VPS health checks (CPU, memory, disk)
- Daily system reports to team channel
- PM2 process monitoring & auto-restart
HR & Payroll
7 workflows · automated
- Weekly payroll digest & monthly summary
- Anomaly detection & reconciliation alerts
- Journal auto-generator for Xero
- Permata batch payment CSV generator
- WHT submission confirmation
Tax & Compliance
6 workflows · Indonesian tax
- WHT filing reminders & monthly auto-reports
- DJP filing alerts & Ami reminders
- Tax advisor monthly export packages
- Compliance tracking across all entities
- Penalty alert system with escalation
Website & Marketing
WordPress · Mailchimp · SMTP
- regenesispod.com on WordPress / SiteGround
- CTM interest form → lead capture
- Mailchimp audience sync & drip campaigns
- WP Fluent SMTP welcome email sequences
- Regional mailing list segmentation
Google Workspace
16 drives · 27,715 files
- 16 organized drives with naming convention
- Sheets as data sync layer (CRM, Mailchimp)
- Gmail integration for 3 business accounts
- Calendar for scheduling & event triggers
- Automated file management & sharing
SOP System
118 SOPs · 11 departments
- ClickUp-managed with version control
- HTML generator for web portal
- Quality scoring & gap analysis
- Manufacturing: 3/10 rewritten to 8.4/10
- Live at sops.regenesispod.com
Product & Manufacturing
V3 Production · Supply Chain
- V3 pod assembly & quality control
- Philippines shell manufacturing (Heinimex)
- China component assembly pipeline
- BOM management & procurement tracking
- IoT firmware & electrical systems