Just Ask Liz

The Enterprise Operating System (EOS) is designed to serve as the central hub for all company operations, unifying workflows across multiple brands while maintaining clear separation for brand‑specific processes. Built on Softr with Airtable as the backend database, EOS integrates CRM, project and task management, internal communications, and bulk outreach into one scalable system.

Key features include:

• A unified CRM with brand tagging, lead tracking, and client profiles spanning all brands.
• Project management tailored to each brand: consulting campaigns for Just Ask Liz, merch fulfillment for Mic Drop Creative, and a structured event pipeline for Screeny.
• A company intranet for announcements, SOPs, and team resources.
• Bulk communications powered by Airtable data, integrated with email and SMS tools.
• Financial tracking through QuickBooks integration, syncing deals and invoices for high‑level visibility.

The system enforces dual‑layer permissions, combining user roles (Internal, Sales, External, Client) with brand‑level access, ensuring users only see what is relevant to them. Internal users can toggle between “All Brands” or individual brand dashboards, while clients and freelancers have restricted, personalized views.

For Screeny, EOS supports a sequential event pipeline where clients progress through structured phases (intake, contract, onboarding, SOW, execution, settlement), with tasks unlocking step by step to reduce overwhelm.

Together, these modules create a scalable, future‑ready operating system that empowers teams, streamlines client collaboration, and prepares the company to expand into additional brands with minimal friction.