All Case Studies
Internal Ops PlatformCPG / E-commerce

Infinite CBD Operations Platform

A $40M+ revenue CBD company was running its entire internal operation on spreadsheets and disconnected tools. Inventory, CRM, reporting, all fragmented, all manual.

Measurable Result

Real-timereporting replacing a half-day weekly analyst compile across all locations

The Challenge

CPG / E-commerce

The business had scaled past the point where spreadsheets were viable. Inventory was tracked in one place, leads in another, and location-level reporting required a part-time analyst to compile manually every week. Reorder decisions were reactive, not data-driven. The team was managing growth by adding people, not systems.

Constraints

Off-the-shelf solutions didn't fit the regulatory nuances of a CBD operation. The platform needed to handle multi-location inventory logic, compliance-aware data structures, and a CRM that matched the actual sales workflow, none of which existed in a single off-the-shelf tool.

The Solution

What we built

A unified internal operations platform consolidating inventory management, automated reorder workflows, a multi-location reporting dashboard, and a CRM with lead scoring. All data flows into a single system, no manual exports, no spreadsheet assembly required.

Tech Stack

Custom Web AppReal-Time Inventory TrackingAutomated Reorder TriggersMulti-Location ReportingCRM with Lead ScoringRole-Based Access Control

What Changed After Launch

Real-time inventory visibility across all locations, no more end-of-week spreadsheet pulls
Automated reorder workflows eliminated reactive purchasing and stockout events
Multi-location reporting dashboard reduced weekly reporting from half a day to real-time
CRM with lead scoring replaced a fragmented inbox-and-spreadsheet sales process
Leadership has full operational visibility from a single dashboard
Removed the need for a dedicated analyst role to compile weekly reports

Why It Mattered

"This company had done the hard work of scaling revenue. The platform let their operations finally catch up to their growth, without adding headcount to manage the complexity."

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