§ 01 — AURORA · HOUSTONEST. 2024

Software that pays for itself.

We build operations platforms, client portals, and marketing systems for service businesses. No theme templates. No generic CRMs. Just software designed around how you actually work.

Start a project →See the work

CUSTOM-SCOPED · NO PACKAGESCODE YOU OWN4–12 WK TO LIVE

§ 02 — TRACK RECORD5 OF MANY

Shipped. Retained. Still running.

The work below is real. Client names are withheld out of respect for the relationships. Receipts available on a discovery call.

LAWN CARE OPERATOR

DENVER METRO

$991K

BUSINESS IMPACT

ops + portal + scheduling

HVAC SERVICE CO

HOUSTON

5 YR

RETAINER

ops + booking + comms

CARPET CLEANING

HOUSTON

3-5×

CYCLE IMPROVEMENT

ops + scheduling

CPA PRACTICE

HOUSTON

RED

COMPLIANCE TIER

CRM + portal + web

RESTORATION FIRM

HOUSTON

35 PR

PROMPT BUILD

ops + portal

BUSINESS-IMPACT FIGURES ARE CLIENT-REPORTED OVER 12+ MONTHS POST-LAUNCH. RESULTS VARY BY OPERATION SIZE, MARKET, AND IMPLEMENTATION TIMELINE.

§ 03 — WHAT WE BUILD3 SYSTEMS · 1 SHOP

Three systems that work as one.

We build all three so the seams disappear. A lead from the website lands in the CRM, becomes a quote in the ops platform, surfaces in the client portal as an agreement, and comes back as paid Stripe revenue. One shop. One stack.

01FIELD-TESTED

Operations platforms.

The internal CRM your team actually wants to open. Dispatch, scheduling, invoicing, reporting, AI agents on intake.

Custom pipelines per service line
Tech mobile + admin desktop
Stripe billing + dunning
Real-time dashboards

Lawn care · HVAC · Carpet · RestorationLearn more →

02FIELD-TESTED

Client portals.

Self-serve portal for your customers. Sign agreements, upload docs, track work, see invoices, pay. Reduces support load.

Branded to your business
Auth + magic-link sign-in
Document signing + audit log
Pay-by-portal flow

CPA · Mortgage · Real Estate · ImmigrationLearn more →

03FIELD-TESTED

Marketing systems.

Website + lead funnels + email automation + compliance pages — wired to your ops platform so leads close.

Conversion-tuned landing pages
Compliance pages (CPA, TDPSA, TCPA)
Lead → CRM hand-off
Search + structured data

All service businessesLearn more →

§ 04 — CASE STUDIES2 OF 2 FEATURED

Specimens from the field.

Real builds, anonymized industries. The numbers are real and client-reported. Full case studies + receipts available on a discovery call.

LAWN CARE OPERATORDENVER METRO

A four-route lawn care operation ran on spreadsheets. Now it runs on software it owns.

"It pays for itself every week."
— Owner, lawn care operator

THE PROBLEM

Owner managing four trucks across the Denver metro on a stack of Google Sheets, Calendly, Stripe, and group text messages. Lost work, double-booked routes, no view of margin per route.

WHAT WE SHIPPED

Custom ops platform: route-aware scheduling, mobile tech check-in, Stripe billing-on-completion, weekly margin reporting. Client portal for invoice + agreement self-serve.

4.5 YR

RETAINER

$991K

BUSINESS IMPACT

3-5×

CYCLE FASTER

Read the full case study →

CPA PRACTICEHOUSTON

A regulated tax practice needed a CRM their compliance officer would actually sign off on.

"My compliance officer said yes the first time."
— Managing partner, CPA practice

THE PROBLEM

CPA practice handling sensitive client data under IRC §7216, GLBA Safeguards, and Circular 230. Off-the-shelf CRMs failed encryption + retention rules. Audit risk on every client touch.

WHAT WE SHIPPED

CRM + client portal + marketing site built RED-tier: AES-256-GCM PII at rest, GLBA 15-min idle session timeout, §7216 consent signing flow, custom per-table audit triggers.

78 PR

PROMPTS SHIPPED

RED

COMPLIANCE TIER

19 REG

FRAMEWORKS

Read the full case study →

BUSINESS-IMPACT FIGURES ARE CLIENT-REPORTED OVER 12+ MONTHS POST-LAUNCH. INDIVIDUAL RESULTS VARY.

§ 05 — PROCESS4 STEPS · DISCOVERY TO RETAINER

Four weeks to live. Four years to retired.

Nothing about how we work is mysterious. Here’s the whole sequence, end to end.

Discovery

2 WEEKS

We sit with you and your team. Map every workflow. Pull every PDF. Read your contracts. Watch how dispatch actually works on a Tuesday.

DELIVERABLE · Operational map + scoped problem statement

Blueprint

1 WEEK

Pixel-faithful spec. Interaction Matrix. Compliance pass. You sign off on the build before we write a line of code.

DELIVERABLE · Blueprint + cost + timeline lock

Build

4–12 WEEKS

You see progress weekly. QA tests every build before it touches your data. Production-grade from day one — no "we’ll fix that later" technical debt.

DELIVERABLE · Live system + documentation + handover

Retain

MONTHLY

Software is alive. We keep it shipping. You keep the money it earns you. Most clients are on year three, four, or five with us.

DELIVERABLE · Continuous improvement + monthly reporting

§ 06 — SHIPPED AGAINST21 FRAMEWORKS

We’ve built under serious regulation.

Operators in regulated industries don’t have time to retrain their software shop. We come pre-fluent. Below: every framework we’ve actively shipped against.

GLBA

FEDERAL

Gramm-Leach-Bliley Act

Financial data safeguards rule.

INDUSTRY · CPA · Mortgage

IRC §7216

FEDERAL

IRC Section 7216

Tax preparer disclosure + consent.

INDUSTRY · CPA

Circular 230

FEDERAL

Treasury Circular 230

Tax practitioner standards.

INDUSTRY · CPA

TDPSA

TEXAS

Texas Data Privacy & Security Act

TX consumer privacy.

INDUSTRY · All TX clients

CPA (CO)

COLORADO

Colorado Privacy Act

CO consumer privacy + GPC mandate.

INDUSTRY · All CO clients

TCPA

FEDERAL

Telephone Consumer Protection

SMS / call consent management.

INDUSTRY · All clients

CAN-SPAM

FEDERAL

CAN-SPAM Act

Commercial email rules.

INDUSTRY · All clients

WCAG 2.1 AA

INTERNATIONAL

Web Content Accessibility

Public-facing UI accessibility.

INDUSTRY · All clients

RESPA

FEDERAL

Real Estate Settlement Procedures

Settlement charge disclosure.

INDUSTRY · Mortgage · Real Estate

TILA / Reg Z

FEDERAL

Truth in Lending Act

Loan cost disclosure.

INDUSTRY · Mortgage

ECOA / Reg B

FEDERAL

Equal Credit Opportunity

Anti-discrimination in lending.

INDUSTRY · Mortgage

FCRA

FEDERAL

Fair Credit Reporting Act

Credit pull notice + handling.

INDUSTRY · Mortgage

Fair Housing

FEDERAL

Fair Housing Act

Anti-discrimination in housing.

INDUSTRY · Real Estate · Mortgage

MREC

MARYLAND

Maryland Real Estate Commission

MD-specific real estate rules.

INDUSTRY · Real Estate

NAR Settlement

INDUSTRY

NAR Buyer-Agent Settlement

New buyer-rep agreement rules.

INDUSTRY · Real Estate

EPA RRP

FEDERAL

EPA Renovation, Repair & Painting

Lead-safe work practices.

INDUSTRY · Restoration

OSHA

FEDERAL

Occupational Safety & Health

Worker safety standards.

INDUSTRY · Restoration · Trades

SB 1255 (TX)

TEXAS

Texas Mold Assessment Bill

Mold remediation licensing.

INDUSTRY · Restoration

UPIL

JURISDICTIONAL

Unauthorized Practice of Law

Immigration paralegal scope rules.

INDUSTRY · Immigration

IOLTA

JURISDICTIONAL

Interest on Lawyer Trust Accounts

Trust accounting for legal firms.

INDUSTRY · Immigration · Legal

CO AI Act

COLORADO

Colorado AI Act (eff. Jan 2027)

High-risk AI algorithmic disclosure.

INDUSTRY · All CO clients

Most shops won’t take regulated industries on. We’ve already shipped against 21 frameworks. The list keeps growing because the work keeps growing.

§ 07 — THE SHOP2 CITIES · 1 SHOP

Built where the work happens.

We run from Aurora and Houston — two cities where service businesses actually keep the lights on. Lawn crews. HVAC techs. Carpet cleaners. CPAs. Restoration teams. Mortgage brokers. Immigration attorneys.

Most software shops in these spaces sell off-the-shelf CRMs to people who needed something built around their actual workflows. We do the opposite. We sit with the owner, map every step, then build the system around the shop.

Then we stay. Most of our clients are on year three, four, or five with us. We don’t hand off and disappear. We build, we ship, we retain.

2024

ESTABLISHED

3-5 YR

AVG RETAINER

100%

RETENTION

FIG. 01 — OPERATING REGIONREV. 2026.06

§ 08 — START

Tell us what’s broken.
We’ll tell you what we’d build.

Send a short note about your operation. We respond within 48 hours with a scoped proposal — no automated drip sequences, no SDR will call you, no “book a demo” funnel.

Start a project →

OR admin@peregrineio.com832.526.0300

CUSTOM-SCOPED · NO PACKAGES · A HUMAN READS EVERY SUBMISSION

Software that pays for itself.

Shipped. Retained. Still running.

Three systems that work as one.

Operations platforms.

Client portals.

Marketing systems.

Specimens from the field.

A four-route lawn care operation ran on spreadsheets. Now it runs on software it owns.

A regulated tax practice needed a CRM their compliance officer would actually sign off on.

Four weeks to live. Four years to retired.

Discovery

Blueprint

Build

Retain

We’ve built under serious regulation.

Built where the work happens.

Tell us what’s broken.We’ll tell you what we’d build.

Software that pays for itself.

Shipped. Retained. Still running.

Three systems that work as one.

Operations platforms.

Client portals.

Marketing systems.

Specimens from the field.

A four-route lawn care operation ran on spreadsheets. Now it runs on software it owns.

A regulated tax practice needed a CRM their compliance officer would actually sign off on.

Four weeks to live. Four years to retired.

Discovery

Blueprint

Build

Retain

We’ve built under serious regulation.

Built where the work happens.

Tell us what’s broken.We’ll tell you what we’d build.

Tell us what’s broken.
We’ll tell you what we’d build.

Tell us what’s broken.
We’ll tell you what we’d build.