Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos
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Built for modern agency operators

Run your entire agency
in one execution system.

From lead to delivery, everything is structured, tracked, and automated — without switching tools.

Send Contract Client Signs Send Welcome Email Create Workspace
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4.9 Trusted by 950+ operators
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Lead Captured
Deal Won
Contract Sent
Client Signed
Workspace Created

Where Operational Chaos Actually Starts

It’s not lack of effort. It’s fragmented structure. When revenue, delivery, and execution live in separate tools, complexity compounds.

Fragmented Stack

  • Leads in email
  • Deals in notes
  • Tasks in another tool
  • Revenue in spreadsheets

Operational Drag

Context switching, admin fatigue, revenue uncertainty.

1

Unified Revenue → Execution

Lead → Deal → Project → Task operates inside one deterministic flow.

2

Automatic Data Continuity

No re-entering contacts. No rebuilding pipelines. No spreadsheet math.

3

Real-Time Operational Visibility

Revenue forecasting, workload tracking, and system health — automatically calculated.

BUILT FOR THE PRIMARY OPERATOR

Built for solo founders
who refuse to operate in chaos.

The market assumes someone else handles execution. Most systems are designed for delegation. But you are the closer. The builder. The decision-maker. Creative Ecom Builder™ gives you operational clarity without forcing you to build a team first. From lead capture to delivery, everything runs inside one structured operating layer — contracts sent, onboarding triggered, and client workspaces created automatically. Hire when you're ready. Operate with precision today.

Solo B2B Founders

Capture leads, qualify deals, forecast revenue, and execute delivery — inside one structured system.

Operators Wearing Multiple Hats

Sales, execution, follow-ups, reporting — without stitching together five platforms.

Agencies Scaling Intentionally

Add people when ready — not because the software forces operational complexity.

Instead of managing tools like

HubSpot
ClickUp
Notion
Trello
Zapier
Google Sheets
Operational Reality

Running revenue shouldn’t feel this fragmented.

When your sales, delivery, and reporting live in separate systems, clarity disappears. Complexity increases. Execution slows.

01

Leads without Continuity

Contacts captured in forms never properly connect to deals, projects, or execution workflows.

02

Manual Revenue Tracking

Forecasts rebuilt in spreadsheets. Pipeline math calculated manually. No real-time visibility.

03

Disconnected Execution

Deals close — but projects aren’t automatically created. Tasks live outside the revenue system.

1,000
Trusted by 1,270+ agency operators
Access Your Workspace

See Your Tasks, Clearly

Track every task in real time. Switch between List and Kanban views without losing context.

Core System Flow — Revenue to Execution

A closed-loop operating system built for solo B2B founders.

01

Lead Entry Layer

Website form, landing page, or manual import. Leads appear instantly, auto-scored, logged, and timestamped.

02

Qualification Layer

Tag as “Qualified” and the system auto-creates a Contact and pushes into the Deals pipeline. No duplication. No tab switching.

03

Deal Pipeline Layer

Pipeline value, forecast revenue, close rate, revenue velocity, risk score — automatically calculated from deal data.

04

Revenue Intelligence Layer

Total revenue, monthly revenue, forecast confidence, revenue at risk — computed directly from system data.

05

Conversion to Execution

When a deal is marked “Won”, a Project is automatically created. From there, you can instantly generate and send a contract using your own terms — no external tools, no manual setup.

06

Client Welcome & Onboarding

Once the contract is signed, send a welcome email directly from the project. The system automatically creates a client workspace where onboarding, asset collection, and delivery begin — fully structured from day one.

07

Client Workspace & Delivery

Clients are assigned dedicated workspaces. Tasks, projects, and delivery timelines are fully visible and actionable for both internal team and client.

08

Project Management Layer

Tasks sync across list, Kanban, and calendar. Due dates tracked. Overdue flagged. Email reminders sent.

09

Activity & Audit Layer

Every action is logged. Who did it. When. What changed. Fully traceable.

10

Workspace Health Layer

Operational visibility across tasks, revenue, project status, and system activity.

Lead → Qualification → Revenue → Conversion → Client Welcome & Onboarding → Client Workspace & Delivery → Project Management → Activity & Audit → Workspace Health → Tracking → Intelligence.

One deterministic operating loop. No Zapier. No 5-tool stack.

Frequently Asked Questions

A quick look at how Creative Ecom Builder™ works for founders, agencies, and service teams.

Creative Ecom Builder™ is a structured execution system that connects your CRM, projects, contracts, onboarding, and delivery into one unified workspace — designed to run your entire agency without switching tools.
It’s built for solo founders, consultants, and agencies who handle both sales and execution — and need a system that supports real operations without adding complexity or requiring a team.
The system follows a structured operational flow — leads are captured, qualified, and converted into deals. Once a deal is won, a project is created, contracts are sent, and onboarding is triggered automatically. From there, tasks, timelines, and delivery are managed in one place, with full visibility across the entire client lifecycle.
Yes — manage leads, contacts, pipelines, and deals. When a deal is marked as won, a project is automatically created, and you can generate and send contracts directly inside the system.
Yes. Clients receive access to a dedicated workspace where they can view progress, upload assets, and track delivery — without seeing your internal operations or CRM data.
Yes — the Starter plan includes a 3-day free trial so you can experience the full system, including CRM, projects, contracts, and onboarding flows.
Aprilyn Pia, Founder of Creative Ecom Builder
CEB™ ACTIVITY INTELLIGENCE

“When execution breaks down, it’s rarely because people didn’t work — it’s because no one could see what actually happened.”

— Aprilyn Pia, Founder

Activity Intelligence records real operational history — not opinions, not assumptions, but what actually happened across tasks, deals, projects, and access.

Explore Activity Intelligence →
Recent Activity screenshot showing operations Operational timeline screenshot displaying user activity Overview screenshot of dashboard showing Activity Intelligence
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