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DataVest
Command Center
Internal tools & infrastructure dashboard
Tools
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CRM
Contact management, lead tracking, pipeline stages. Cloud-hosted with persistent D1 storage.
Live
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Task Board
Kanban board for managing all project tiers. Drag-and-drop, category filters, cloud persistence.
Live
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Proposal Generator
Create and track client proposals. Status pipeline from draft to accepted. Service-specific templates.
Live
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Email Personalizer
Cold email templates with variable substitution. Preview, personalize, and copy. Plain text β inbox-friendly.
Live
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Website
Client-facing site with contact form, services overview, and AI voice agent integration.
Live
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Offerings
Service catalog with demos, pitch notes, pricing, and quick-send links.
Live
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Implementation Map
Interactive flow tracker β all pipelines, integrations, and status across every business tier.
Live
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Budget Tracker
All recurring costs, one-time expenses, and true monthly burn across every vendor and tool.
Live
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Claw Command
AI operations dashboard β email outreach, leads, API usage, costs, active agents, revenue tracking.
Live
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Analytics Dashboard
Aggregated business metrics. Pipeline health, lead sources, revenue tracking at a glance.
Coming Soon
Active Infrastructure
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Lead Ingest Pipeline
Serverless 24/7 β catches leads from website form, phone calls, and Apollo. Routes to CRM + Telegram alerts.
Active
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AI Phone Agent
ElevenLabs voice agent on (217) 217-2770. Answers calls, qualifies leads, captures contact info β CRM.
Active
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Email Routing
hello@datavestsolutions.com β Cloudflare β Gmail. Send As verified. SPF/DKIM configured.
Active
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Weekly Business Summary
Every Monday 9am β CRM stats + taskboard status delivered to Telegram.
Active