How I Designed a scalable CRM & ATS with LLM-Powered Automation

Intro

FirmOS helps accounting firms grow by connecting them with qualified leads and top talent. But as their own client base scaled rapidly, their internal systems began to strain under the pressure.

They were managing everything in Airtable - from sales pipelines to applicant tracking, but the setup wasn't designed for scale. Data was fragmented, workflows were manual, and decision-making was slowing down.

I stepped in to re-architect the system so that instead of duplicating bases and automations for every new client, we could sync filtered views from a central database.

This allowed us to maintain a single source of truth while giving each client a customized view of their data.