Proof, not a promise: CRM, scheduling, and billing in one platform
Built for a nonprofit equine-assisted therapeutic riding program serving children with disabilities. The scope goes beyond storing contacts. The client's name is withheld here. It is a real, currently operating organization.
An illustrative preview of the kind of dashboard this produces, not a screenshot of the client's actual, private system.
What was actually built
- Rider, family, instructor, volunteer, and horse management with a full case history
- Conflict-aware weekly scheduling, including drag-to-reschedule
- Goal and milestone tracking against a documented progress scale
- Secure document storage for waivers, certifications, and signed forms
- Billing status tracking tied to funding sources
- A public application form with a real digital signature that creates the rider's CRM record automatically, with no staff re-entry required
Why it's trustworthy with sensitive data
- Role-based permissions down to the individual field. A board member sees a rider's program status, never their medical record.
- Two-factor authentication required for administrative roles
- A complete audit log of every sensitive read and write
- Encrypted secrets, strict security headers, and a locked-down content policy, the same posture this site itself runs under
How it was actually run
- A staging environment so real staff could test with fictional data before go-live
- Automated tests and continuous integration on every change
- Deployed the same day features were built, not the same quarter
Try the live demo →
This is a demo environment seeded with fictional data, not the client's real records. It is also intentionally behind a login wall so you can get a feel for the access-control layer, not just the interface. Once you're in, the demo itself has five different accounts, a board member, a program director, two instructors, and a volunteer, so you can see how the same system looks different depending on who is using it. Full account details come in the email.
Already have demo login details? Go to the demo login page →