I build the systems sales and ops teams run on.
I'm Isai Guerrero. I build CRMs and the automations around them for small and mid-size businesses. I turn messy sales and operations work into software, and AI helps me build it faster.
Over the last two years I've built software that real-estate, home-equity and other small and mid-size businesses use every day.
Along the way I've shipped:
- A system that replaced HubSpot and an outside software agency for a real-estate marketing company of about $10M a year
- A CRM for a home-equity lender that checks which of five loan programs a customer qualifies for, tracks every deal, sends follow-ups and handles e-signatures
- An AI phone assistant that calls leads for a real-estate business, with daily test calls and an alert if its script changes
- A tool that tells each sales rep who to call next, using simple rules a rep can check
- A text and email follow-up system that keeps in touch with leads automatically
- A marketplace that connects homeowners with licensed local pros, with state license checks and Stripe payments
The common thread is the CRM, where leads, deals, tasks and follow-ups live. It's also where most teams lose time working around software that wasn't built for them. That's the problem I now focus on.
I'm in the US and work fully remotely. Advisory Labs is the name I work under, which is why it's in my email address. If your team is fighting its CRM, send me a message.
How I work
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I build it myself, with AI.
AI writes the software from my instructions; I decide how it works, check every change and decide what goes live. You talk to the person doing the work.
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I look after it once it's live.
Moving your data, putting updates live, and fixing it when something breaks.
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Your team keeps working.
The new system runs next to the old one until the data matches and your team is ready to switch.
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I use AI only where it helps.
Some problems need AI. Many just need simple rules. I'll tell you which.
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I'm honest about fit.
If your problem isn't one I should take on, I'll say so and point you somewhere better.
If your team is working around its CRM, let's talk.
A free one-hour call. You'll get an honest read whether or not we end up working together.