← Team Hub Systems · Tool Stack

Tool Stack

The software that powers CMG — what we use it for, who owns it, who has access. The reference doc for new hires and the source of truth for the Vendor Stack (financial side).

Categories
Communication Project management Workspace & docs CRM & sales Development & AI Payments & finance Infrastructure Client platforms

Communication

Where the team talks and where decisions get recorded.

Slack
Core
Primary async communication. Internal pod chatter, client channels, and integration alerts (Wise, Linear, GitHub).
Owner
Van
Access
All CMG team + per-client guest channels
Google Workspace · Gmail
Core
Email + calendar. Aliases: [email protected], [email protected], etc.
Owner
Van
Access
All CMG team members get a @cmg.la mailbox

Project management

Where pods plan and ship client work.

Linear
Core
Issue tracking for every client engagement. One project per client. Pod Lead owns the board; PM keeps it tidy.
Owner
Pod Lead per client
Access
Pod members. Clients invited as guests for visibility.
Notion
Heavy use
Long-form docs — growth plans, briefs, QBR recaps, client wikis. Anything that doesn’t belong on this hub.
Owner
Pod Lead per client
Access
Pod members + client per engagement

Workspace & docs

File storage and shared documents.

Google Drive
Core
Client folder structure lives here. SOWs, MSAs, creative assets, raw video, decks.
Owner
Van
Access
Org-wide; per-client folders shared with engaged pod members
Figma
Heavy use
All design work. Per-client team. Design libraries shared across CMG.
Owner
Van
Access
Designers + Pod Leads. Clients invited as viewers.

CRM & sales

Pipeline, deal flow, and customer-facing tools.

Attio
Core
CRM. Pipeline tracking for prospects, partners, and existing clients. Owned by the partners until a dedicated Sales hire lands.
Owner
Bryant
Access
Partners + Pod Leads (read)
Intercom
Light use
Inbound conversations from cmg.la and partner sites. Lightweight live chat + email triage.
Owner
Bryant
Access
Partners; route inbounds to relevant Pod Lead

Development & AI

What the AI Developers ship with.

Claude Code
Core
AI coding agent. Every AI Developer runs Claude Code daily. Where most of the agent / automation code is written.
Owner
Van
Access
All AI Developers + Pod Leads
Cusrich.AI
Core
CMG’s in-house AI platform. Hosts the custom agents we run for clients — affiliate management, ad creative pipelines, reporting bots.
Owner
Van
Access
AI Developers + Pod Leads
GitHub
Core
Source control. Org: Collective-Media-Group. All shipped code lives here.
Owner
Van
Access
AI Developers + Pod Leads
Anthropic API
Core
LLM provider for Cusrich.AI agents and internal tooling. Claude models for reasoning, generation, and agentic flows.
Owner
Van
Access
API keys per project; not shared with contractors

Payments & finance

Where money moves — for the team and for the business.

Wise Business
Core
Pays the global contractor team biweekly via batch CSV. See the Contractor Payments SOP.
Owner
Bryant + Van (approvers)
Access
Partners only
Stripe
Heavy use
Client invoicing and inbound payment processing. Connected to QuickBooks for reconciliation.
Owner
Bryant
Access
Partners + future Accounting hire

Infrastructure

Hosting, DNS, and the plumbing.

Netlify
Core
Hosts ops.cmg.la, cmg.la, and client static sites. Auto-deploys from main.
Owner
Van
Access
Van + AI Developers
Cloudflare
Core
DNS for cmg.la and subdomains. Eventually: Cloudflare Access for real org SSO on internal sites.
Owner
Van
Access
Partners only
Vercel
Heavy use
Where Next.js apps deploy — client portals, internal apps. Cusrich.AI hosts its main app here.
Owner
Van
Access
AI Developers
Supabase
Heavy use
Postgres + auth + storage for Cusrich.AI agents and client portals.
Owner
Van
Access
AI Developers

Client platforms

Tools we operate on the client’s behalf. CMG doesn’t typically own these accounts — the client does — but pods need fluency.

Shopify
Per client
Ecommerce platform for most CMG clients. Staff access granted per engagement; offboarded at wind-down.
Owner
Client
Access
Pod members assigned to that client only
Meta Business Suite
Per client
Facebook + Instagram ad accounts, Partnership Ads, pixel/conversions API setup. Partner-level access only.
Owner
Client
Access
Media Buyer + Pod Lead per client
Google Ads
Per client
Search and Performance Max. Linked to Google Analytics + Shopify conversion tracking.
Owner
Client
Access
Media Buyer per client
TikTok Ads / Shop
Per client
TikTok ad accounts, Spark Ads, TikTok Shop. Linked to creator ecosystem managed by the Creators / Affiliate Manager.
Owner
Client
Access
Media Buyer + Creators Manager per client
Klaviyo
Per client
Email + SMS lifecycle marketing for Shopify clients. Used when retention is part of the SOW.
Owner
Client
Access
Growth Marketer per client
GoAffPro / ShareASale / Impact
Per client
Affiliate platform of record. Choice depends on client’s existing stack.
Owner
Client
Access
Creators / Affiliate Manager per client
Living document. When CMG adopts or drops a tool, edit this page same day — new hires lean on it during their first week. Cost / renewal date detail belongs on the Vendor Stack page (coming soon).