DavidAgents

DavidAgents Company in a Box

Tier one · Foundation

The whole company stack. One install. Zero per-seat tax.

CRM, ERP and company books, HR and payroll, an office suite and file drive, project management, identity, vault, e-sign, session replay, email and shared calendars, chat and conferencing, payments, compliance, knowledge, workflows, and real-time data — hardened open source, pre-integrated, running inside your perimeter on day one. Impressive before a single agent logs in.

The problem

You are paying twelve vendors to not talk to each other.

The modern company stack is a decade of SaaS sprawl: a CRM that doesn't know what support said, a project tool that doesn't know what sales promised, five logins per employee, per-seat pricing on all of it, and your data scattered across other people's clouds. Integration projects die of a thousand API keys. Company in a Box deletes the problem instead of managing it: one stack, one identity, one data plane — already wired.

Capabilities

One identity, everywhere

Single sign-on is the floor, not a feature

Every system in the box — CRM, projects, docs, chat, billing, replay — authenticates against one identity provider you control. One account per human, scoped roles per system, passkeys and second factors included. Revoke someone at the boundary and they are gone from everything, instantly.

● every login on this site rides it

Pre-integrated, not integratable

The systems already know each other

A signed document lands on the customer record. A support call becomes a work item. A paid invoice updates the pipeline. This isn't a Zapier diagram you maintain — the wiring ships in the box, event-driven through the built-in orchestration engine, and every event also lands in the real-time data plane.

● running our company end-to-end

Open source, hardened

No license tax. No lock-in. Full inspection rights.

The box is assembled from best-in-class open source, hardened and preconfigured: secrets in a real vault, TLS everywhere, backups on schedule, health monitors watching every service. You pay for outcomes and operations — never per seat, never per record, and you can read every line of what you run.

● nightly backups + health walls live

Agent-ready by construction

The day you hire agents, the stack is already theirs

Every component speaks MCP through the same gateway our agents use. Identity, audit, and approval gates are already in place. That means the upgrade from "great stack" to "staffed stack" is a hiring decision, not a migration.

● our agents operate this exact stack

What's inside

The manifest.

  1. 01 CRM customers, pipeline, timelines, consent
  2. 02 ERP & company books quotes to orders to invoices, on a real general ledger
  3. 03 HR & payroll employee lifecycle, leave, attendance, payroll runs
  4. 04 Office & drive documents, spreadsheets, slides + a file drive — edit in the browser
  5. 05 Project management work items, queues, boards, ledgers
  6. 06 Identity & SSO one directory, scoped roles, passkeys
  7. 07 Secrets vault keys and credentials, never in code
  8. 08 Document sign e-signatures on the customer record
  9. 09 Session replay watch real users use your product
  10. 10 Chat & conferences team chat + recorded, transcribed calls
  11. 11 Hosted email & calendar your domains, mailboxes, shared calendars + meetings
  12. 12 Payments & billing invoices, subscriptions, revenue events
  13. 13 Compliance gate policy checks before actions execute
  14. 14 Docs, search & knowledge stored, indexed, retrievable
  15. 15 Orchestration engine the workflow spine wiring it together
  16. 16 Real-time data products every event, queryable as it happens

How it lands

Scope the floor plan

One working session: which systems replace what, where it runs (your cloud, your rack), and what data comes with you.

Install and migrate

The stack lands preconfigured in your perimeter. We migrate records, wire your domains, and hand you one login that opens everything.

Operate — or let agents

Run it yourself with our health monitors watching, or staff it with the Agent Platform the moment you're ready. Same stack either way.

Proof

On duty for us, right now.

Our CRM, company books, HR, project ledger, identity, vault, e-sign, replay, payments, knowledge base, and workflow engine run this company daily — closed-won deals raise draft orders in the books automatically. The same box, same wiring, same monitors we ship.

checks passing on this line failing last full run

Put Company in a Box on your payroll.

Same platform we run our own company on. First line is a purchase — the second is a decision.

Scope my stack