Feature Bank

Full-stack document and file management system that attaches files to any CRM or platform entity — clients, projects, deals, patients, orders — with version tracking, role-based access control, expiration alerts, and in-browser PDF preview. Production-ready and reusable across any platform that handles documents.

Configurable, event-driven notification system that delivers real-time in-app alerts and email notifications triggered by platform events — task assignments, status changes, deadlines, messages, payment events, and system alerts. Bell icon with unread count, dropdown panel, and per-user delivery preferences. Production-ready infrastructure reusable on every platform.

AI tool that analyzes a completed user profile against platform-specific best practices, scores it 0-100, and outputs a prioritized list of specific improvement recommendations — with one-click AI rewrites for individual sections. Turns a weak profile into a strong one without a career coach. Reusable for any platform where profile quality drives outcomes.

Visual Kanban-style board for managing projects and tasks with drag-and-drop cards across configurable stages, filters by assignee/priority/date, swimlane views, overdue indicators, and a full detail panel on card click. Reusable as a core workflow component across any project management or operations platform.

CRM-style pipeline manager for freelancers tracking every submission, proposal, or application through configurable stages — with running pipeline value, follow-up reminders, win rate analytics, and bulk status updates. Turns scattered opportunity management into a structured, visible system.

End-to-end structured program system — users enroll, get a track with milestones and check-in tasks, log progress, receive automated reminders, and coaches see all enrolled clients in a unified dashboard. Generates weekly progress summaries. Reusable for fitness, nutrition, mental health, education, or any structured accountability program.

AI tool that takes minimal client input and generates a complete, structured creative brief — executive summary, campaign objectives, audience personas, core messaging pillars, tone and voice guidelines, channel strategy, deliverables list, and KPIs. Any section can be regenerated individually. Exports to PDF. Cuts brief writing from hours to minutes. Reusable for any agency, marketing team, or creative studio.

Automated invoicing system that generates invoices from project or service records, tracks payment status through a full lifecycle (draft → sent → viewed → paid/overdue), and sends escalating automated payment reminder sequences until resolved. Admin dashboard shows all outstanding invoices with aging buckets. Reusable for any business that bills clients.

Configurable role-based access control system that restricts what different user types can see and do — admins, clients, staff, and viewers each get precisely scoped permissions per entity and action. UI elements show/hide by role. Permission changes are logged. Client-specific data scoping ensures portal users only see their own records. Critical infrastructure for any multi-user platform.

Self-serve booking and quote request flow for service businesses — customers select a service, input job details, choose a time slot, and receive an instant estimate or callback confirmation. Integrates with Google Calendar. Admin can accept, counter-quote, or decline from CRM. Tracks booking conversion rates. Works 24/7. Reusable for any local service business.

Specialized editorial publishing platform for counter-narrative and media analysis content — with structured article types (analysis, opinion, deep-dive, fact-check), claim vs. evidence formatting, author profiles, community discussion layer, and a media annotation toolkit. Admin content moderation queue. Newsletter distribution integration. Platform-specific — not a generic blog.

Premium product catalog experience for luxury DTC brands — editorial-first layout with full-bleed photography, narrative product descriptions in luxury brand voice, sensory/ingredient note breakdowns (top/mid/base for fragrance), inspiration stories, pairing suggestions, a preference-based product finder quiz, wishlist, gift features, and collection groupings. Elevates brand perception and drives higher AOV through storytelling.

Fully integrated internal operating system combining CRM, project management, task tracking, invoicing, communication logging, and reporting — built to replace fragmented tools with one unified platform. Core entities link together: Clients → Projects → Tasks → Invoices. Real-time dashboards show health across all active engagements. The foundational architecture for SLC Site Studio's own operations and white-label deployments for agencies.

Deal management and profit tracking platform for real estate investors — tracks acquisition costs, renovation budgets, timelines, sale prices, and net profit per flip with dashboard reporting.

Purpose-built CRM for financial advisors that manages client relationships, tracks portfolios, logs interactions, monitors goals, and surfaces follow-up opportunities — all within a single platform.

Client-facing dashboard showing real-time campaign performance metrics, channel breakdowns, KPI progress, and trend visualizations — giving clients full visibility into their marketing results.

AI-powered campaign automation system that generates campaign briefs, content, and scheduling recommendations based on client goals, audience data, and past campaign performance.

Full manuscript lifecycle management with version history, chapter organization, draft/revision tracking, and export to standard publishing formats.

In-platform AI writing assistant that helps authors draft, edit, expand, rewrite, and improve their content in real time — acting as a co-author rather than just a spell checker.

Interactive product configurator that lets customers build a custom product by selecting ingredients, quantities, formats, and branding options — generating a live quote and order summary as they build.

Longitudinal performance tracking system that logs metrics over time, visualizes trend charts per metric, calculates improvement percentages over configurable windows, surfaces top performers per category, and exports performance history as a PDF recruiting or progress packet. Reusable for any performance-based or measurement-driven platform.

Structured athlete profile system with sport-specific stats, highlight reels, academic info, and a recruiter-facing showcase view designed for discovery. Includes a recruiter portal with advanced filters, profile view tracking with athlete notifications, and a public-facing showcase page. Reusable for any two-sided talent discovery platform.

Dashboard that pulls live keyword rankings via API, tracks movement over time (up/down/new/dropped), generates automated weekly reports, and gives clients a real-time view of their SEO performance. Turns rank tracking from a manual chore into a live, automated intelligence feed.

Automated pipeline that generates SEO-optimized content at scale — service pages, location pages, blog posts — using AI prompted against a structured brief. Accepts single briefs or bulk CSV input. Outputs production-ready page content with SEO title, meta description, H1, structured body with H2/H3, internal link suggestions, and CTA. One-click admin review and publish. Built for dominating local and niche search at volume.

Guided multi-step onboarding flow that progressively collects user profile data across configurable steps — skills, goals, preferences, bio, portfolio, certifications — with per-step save, resume capability, completion percentage tracking, and downstream action triggers on completion. Reusable for any platform that requires rich user profiles from day one.

AI-powered matching system that analyzes a user's full profile against available opportunities — jobs, gigs, recruiter listings, programs — and surfaces a ranked, scored "For You" feed with match percentage and plain-language explanations. Re-runs on profile updates and new opportunity additions. Reusable for any platform connecting people to opportunities.

Guided multi-step digital onboarding flow capturing intake information, health history, program interest, consent to treatment, HIPAA acknowledgment, and communication preferences

Full medication record management with dosage, frequency, route, prescriber, refill tracking, pharmacy details, and change history

Bidirectional Google Calendar sync for provider availability management — booked appointments create calendar events, and provider availability blocks sync to the platform's booking engine automatically

Subscription-based membership billing for clinical programs (Men's Hormones, Women's HRT, Weight Loss, Functional Medicine) with Wix Payments integration, auto-renewal, and visit limit tracking

Time-series health metric tracking with charts, trend indicators, clinical threshold alerts, and patient self-reporting from the portal

Full lab order and result tracking system with OptimalDX integration for report delivery, provider interpretation, critical value flagging, and patient notification tracking

Full audit log of every user action in the platform, with specific tracking of PHI access events for HIPAA compliance

Full clinical task system with task types (order labs, follow up, review results, etc.), priority levels, role-based assignment, and safety-critical flagging

A specialized AI-assisted clinical charting mode that uses competency-based encounter profiles to guide and structure provider documentation

AI analyzes new patient intake data and generates a risk level, complexity score, priority score, preliminary problem list, and recommended visit type

Fully integrated telehealth video visit infrastructure with automated room creation, client consent recording, session tracking, and transcript capture

Automatically generates structured SOAP note suggestions (Subjective, Objective, Assessment, Plan) from telehealth visit transcripts

Proprietary AI grading system for sneaker evaluation that accepts multi-angle condition photos, box condition, and seller-reported details, then outputs a fractional KixN Grade (e.g. 8.5/10) with subscores across five dimensions. Staff can override AI grades with documented reasons. Grade feeds directly into the price recommendation engine. Platform-trust centerpiece for KixN.

Multi-step automated email sequences triggered by customer lifecycle events — welcome, post-purchase, win-back, cart abandonment, renewal reminders. Each flow is a configurable sequence of steps with delays, personalized templates, and exclusion rules. Tracks delivery, open, click, and unsubscribe rates per step. Built for e-commerce and SaaS retention. Reusable for any platform with a customer lifecycle.

Legal compliance gating system that enforces age verification and research-only terms acceptance before checkout can complete. Stores acknowledgment records with timestamp, user ID, and IP address per order. Persistent "For Research Use Only" banners on all product surfaces. Hard gate on checkout — no bypass. Reusable for any regulated product category requiring legal disclaimers.

Automatically creates and manages Google Drive folders per customer and project with file access from within the CRM

Full subscription management with Stripe — recurring billing, MRR/ARR tracking, trial periods, cancellation, and invoice generation

Automated synthetic user journeys running on schedule to test critical platform workflows and alert on failures

Automated Statement of Work creation from discovery inputs using AI — generates a full professional SOW with scope, deliverables, timeline, milestones, payment schedule, exclusions, and terms. Client receives a branded, shareable approval link (no login required), approves or requests changes with a timestamp, and approved SOWs automatically advance the deal stage and trigger project creation.

Points-based loyalty program with configurable earning actions (purchases, signups, reviews, referrals), membership tiers with point multipliers, real-time points balance, in-checkout redemption, tier upgrade emails, and a customer-facing loyalty dashboard. Increases LTV, repeat purchase rate, and brand attachment without discounting.

Configurable automation engine triggering actions based on CRM events — deal stage changes, task creation, notifications

Connects Gmail so all email communications are logged against customers, deals, and projects automatically

Bidirectional sync between CRM and QuickBooks for customers, invoices, and payments

AI-powered authenticity verification engine that accepts high-resolution photos of key authentication markers and outputs a confidence score (0-100%), positive signals array, risk flags array, and a five-tier verdict band. Risk-flagged listings route to mandatory staff review before going live. Verified listings display a trust badge. Protects buyers and platform reputation from counterfeits.

Real-time market data integration that pulls lowest ask, highest bid, last sale price, 30-day volume, and price trend from external market APIs (StockX, GOAT, or equivalent) for each item being evaluated. Stores a point-in-time snapshot on the record. Feeds into price recommendation logic. Staff can refresh on demand. Enables informed consignment pricing decisions backed by live market data.

Multi-tenant CRM architecture where a single platform hosts multiple businesses with complete data isolation, per-business custom branding, configurable pipelines and fields, and role-based access scoped to each tenant. One platform, infinite deployments. The foundational pattern behind all SLC Site Studio CRM builds.

Per-product Certificate of Analysis (COA) document linking system with prominent display on product pages, per-variant COA support, admin upload/link management, COA view event logging for compliance tracking, and automatic inclusion in post-purchase confirmation emails. Builds trust with research buyers who require documented quality standards.

Full affiliate program management — unique referral codes per affiliate, 30-day cookie tracking, configurable commission structures (flat, percentage, or tiered), automated attribution at checkout, payout management with batch approval, affiliate-facing dashboard, and automated email notifications. Turns customers and partners into a commission-driven revenue channel.

AI-powered system that analyzes all enriched prospect data — company info, news signals, website gaps, tech stack, decision maker profile — and generates a ranked set of strategic insight cards and prioritized next-action recommendations tailored to each prospect. Turns raw intelligence into a rep's daily battle plan.

Scheduled AI blog post generator that automatically produces full SEO-optimized posts on a configurable cadence — targeting specific keywords, geographic areas, and brand voice. Each post is generated with SEO title, meta description, structured HTML body, internal links, and CTA. Posts enter a review queue before auto-publish or manual publish. Drives organic traffic 24/7 without staff effort.

Automated news and signal monitoring system that polls news APIs for each tracked prospect or company, scores incoming stories for sales relevance, stores flagged signals with type tags, and surfaces them as actionable intelligence cards. Triggers outreach recommendations when high-relevance signals are detected. Reusable for any platform where timing-based intelligence drives conversion.

Automated prospect enrichment system that processes a queue of raw prospect records and populates missing fields with company data, contact details, website intelligence, social signals, and a completeness score — using a combination of external APIs (Hunter.io, news APIs) and AI/LLM analysis. Turns a name and domain into a full sales intelligence profile without manual research.

Structured library of reusable, step-by-step sales playbooks tied to industry vertical, prospect type, and signal trigger. Each play defines the sequence of actions, messaging templates per step, success conditions, and tracked outcomes. Reps select the right play and follow a guided workflow. Win rates and completion rates tracked per play to surface what actually works.