Case Study: AllProWebTools (Loveland, Colorado)

Executive Summary

AllProWebTools is a founder-led SaaS platform built to give small business owners visibility and operational control in one system, supported by hands-on implementation.

It is a consolidation play: instead of stitching together separate tools for CRM, email marketing, website management, task tracking, and reporting, owners can run sales, marketing, and internal execution from one operating dashboard.

Value comes from both the toolkit and the onboarding posture: setup support, training, and ongoing guidance so the system becomes part of the team’s daily rhythm rather than another app that fades away after purchase.

I created the software because owners were being forced to manage disconnected systems, which created blind spots, reduced follow-through, and made data-driven decisions difficult. The product’s operating intent was to reduce day-to-day chaos by making activity visible and making follow-up unavoidable.

Solving the Problem

• Fragmented tool stacks that created operational blind spots.
• No single customer record tying together communications, purchases, and follow-up.
• Work and follow-up living in email threads, spreadsheets, sticky notes, or memory.
• Limited visibility into task ownership, work-in-progress, and throughput.
• Marketing activity not tied to outcomes through consistent reporting.
• Adoption issues without structured onboarding and role-based training.

What I Built:

I designed and led development of an integrated platform combining CRM, email marketing analytics, website tools (CMS, blogging, hosting), tasks and projects, internal messaging, employee timecards, reporting and analytics, and optional commerce functions such as invoicing, inventory, and shipping.

I included a “business timeline” that unified activity such as purchases, employee clock-ins, client requests, and tasks into a single view, reinforcing the product’s role as an operating dashboard rather than a narrow CRM.

From 2009 to 2023, I operated the business end-to-end across product, engineering, onboarding and training, sales operations, marketing operations, support, and human resources. By 2023, the team reached 11 roles spanning engineering, sales, marketing, administration, and customer service. 

The core operating pattern used in deployments mirrored fractional COO work: diagnose workflow bottlenecks, define what the owner must see weekly (pipeline, tasks, work-in-progress, timecards, and campaign results), standardize stages and required fields, translate recurring work into task sequences, and then reinforce adoption through a consistent review cadence.

I sourced and setup all business systems and equipment including: computers, VOIP Phones, email server, etc.

I led with an SOP-first culture and personally did the interviewing, hiring, and training of staff. 

Timeline of Key Moments

• 2009 – Company started; I personally started programming the code for an integrated CRM, ecommerce, and supporting tools.
• 2009-2012 – Foundational build phase: core architecture and early adopter feedback loops.
• June 18, 2014 – Public demo and launch party for version 3.0 at the Fort Collins office.
• Feb 23, 2015 – Reached 150 client companies.
• August 20, 2015 – Version 4 launch party
• November 16, 2015 – Move to a larger Loveland location
• 2016-2019 – Continued platform expansion and partnerships including Phone.com
• 2019-2023 – Mature operating period focused on product enhancements and onboarding and training new clients.

Client Reviews

G2Crowd lists an overall rating of 4.8 based on 66 reviews.

A Few Testimonials:

• Kevin W. McCarthy: “Dave was gracious and forthright in every business dealing.”
• Ella Glasgow: “Putting all my business essentials in one place.”
• Cheryl Anderson: “Extremely patient and helpful in explaining technical aspects.”
• Lorraine Armgardt: “A perfect solution for customer relations and productivity.”
• Greg Armgardt: “Solutions that make them more efficient and profitable.”
• Katie Schroeder: “Meticulous in his approach to business.”
• Brenda Bowen: “Customer service is exceptional… every step of the way.”
• Julia Huitt: “Stayed with me until it worked perfectly.”
• Rich Bradfield: “Brilliant and sustainable solutions.”
• Howard Weisberg: “Brought a project in shambles to a great finish.”

Transferable Value

This founder-operator experience maps directly to fractional COO work because the product was implemented through operational coaching, not sold as “software only.” Deployments required workflow decisions, accountability design, role-based training, and reinforcement through cadence.

The platform’s design reflects an operating model: unify the customer record, codify work into tasks and timecards, and review a single dashboard weekly. That is how execution becomes predictable, bottlenecks surface early, and owners stop carrying the business in their head.

Scaling the company required the same cross-functional operational pressure that C-level and HR buyers care about: hiring and training a multi-role team, maintaining service quality, supporting adoption, shipping releases, and building disciplined sales and marketing operations.