From SaaS Subscriptions to an Internal Business OS

Our client, a US-based solo entrepreneur, moved off Intercom, Instantly and ClickUp and built its own modules inside a single internal business OS. The team now keeps unlimited task history, ships new features in hours without waiting on a vendor’s roadmap, and pays less each month.

Client
Solo entrepreneur
Industry
Marketing, SEO, link building, marketplace aggregation
Services
MVP scaling, custom internal tools, SaaS replacement
Replaced SaaS in this case
Intercom (support), Instantly (outreach), ClickUp (project management), Slack
Wider program
7 SaaS subscriptions replaced so far, 7 more planned
01The client

A US-based MarTech startup that helps SEO teams buy backlinks more efficiently

Our client is a link-building marketplace aggregator. It brings guest-post offers from dozens of marketplaces into one catalog, so agencies and SEO teams can compare prices, order placements and track every order. Behind the product runs its own OMS: the team's own system for orders, requests, tickets, clients, messaging, tasks and finance.

02Business challenges

Revenue lost to operational blind spots

Five recurring problems, each one traceable to the same root cause: no single source of truth linking the physical harbour to the commercial agreements running on it.

02

Disconnected tools

Support chats, publisher emails and tasks lived in separate services that integrated poorly. Nothing was linked to the order it belonged to, so the team moved information between tools by hand.
+
Result
Duplicated work, data silos, workarounds and growing subscription costs as the team and customer base grew.
03

Limited access to its own data

The task tracker exposed only 7 days of history. The founder couldn’t measure how fast the team processed orders and requests without paying for a higher plan
+
Result
Delays, human errors and customers asking "where is my order?" again and again.
04

Unpredictable costs and vendor dependence

Surprise charges and forced plan upgrades made costs hard to predict. New features depended on the vendors’ roadmaps, not on what the business needed.
+
Result
Higher cost per useful feature and slow adaptation, because every change depended on a vendor's roadmap or pricing tier
03Pre-development · Discovery

Why replace SaaS

The main reason was fit, not price. The client didn't need most of what Intercom, Instantly and ClickUp offered, and what it did need never matched its workflow exactly. The team kept building workarounds and adapting to features that weren't made for it.

ClickUp locked the client out of its own data

The founder wanted to measure how fast the team processes backlink orders and user requests. ClickUp's API only showed 7 days of task history, and seeing more meant upgrading from the "Unlimited" plan to "Business". The client paid a few hundred dollars, and the history still didn't work.

Intercom sent a sudden $600 charge

That pushed the client to build its own messaging and tickets module.

On top of that, SaaS pricing tends to jump

Adding a few hundred users can move a company into "custom pricing", with a sales call and a negotiation from a weak position.

The approach was selective, not "replace everything". Tools like Semrush or Stripe stay: rebuilding them makes no sense. The client keeps 19 subscriptions, which make up 84% of its SaaS spend. Smaller tools that cover a narrow need and limit the process are the ones worth replacing.

04Development flow · Roadmap

How it was built: the replacement curve

1

Foundation and Slack replacement

The first replacement was the hardest, because nothing existed yet. Before building any feature, the team had to set up everything a SaaS vendor normally handles behind the scenes: hosting, automatic backups, security, a tech stack, a database, user accounts with access rights, and a backlog to plan the work. An experienced developer designed the architecture and set the rules for testing, deployment and monitoring. Every change now passes several checks before it reaches production. The first module on this base was an internal team messenger with channels, threads and direct messages, which replaced Slack for internal communication. Most of the two weeks went into the foundation, not the messenger itself.
2

Intercom replacement

With messaging, accounts and the database already in place, replacing Intercom meant adding only three pieces:

  • Tickets workflow. Each customer request becomes a ticket with a status and an owner, so nothing gets lost.
  • User data integration. The support team sees the client's account and orders right next to the conversation, without switching tools.
  • Email engine. The system sends and receives emails, and replies land in the same thread.
3

ClickUp replacement

Tasks turned out to be close relatives of tickets: both have an owner, a status and a discussion thread. So the team didn't build a task manager from scratch. It refactored the messaging and tickets modules to add Tasks and Projects, plus a Kanban view. Tasks now link directly to orders, clients and conversations. The full history sits in the client's own database with no time limit. The client can finally analyze how fast the team processes orders and requests, which was the question that triggered the move.
4

The next tool

Every replacement leaves reusable layers behind: accounts, permissions, notifications, email and the deployment process. A new module only needs its own logic. By the client's estimate, the second tool takes about 30% of the first one's effort, and the third takes less than 10%. The client picks the next candidate with a simple rule: whatever is most annoying and easiest to replace. Tools with a real advantage of their own, such as payment systems or large data providers, stay.
05Key features delivered

Key Features Delivered

  • Own order management

    The full cycle from placing an order to publication. Clients see the current status in their account.

  • Built-in publisher outreach (instead of Instantly)

    Templates, follow-ups and the full email history in the order card.

  • Own helpdesk and messaging (instead of Intercom)

    Tickets, channels, threads and direct messages, linked to clients and orders.

  • Own task management (instead of ClickUp)

    My tasks, team tasks, lists, backlog and process maps, with unlimited history.

  • Own data, own access

    Paying a vendor extra just to reach the company's own history behind an API made little sense to him.

  • Small effort, big gain

    Extending the existing messaging and tickets modules with tasks and projects was quick. It brought unlimited history and lower costs.

  • Process first

    The new system follows how the company works, instead of dictating it.

  • Compounding foundation

    Each replacement makes the next one easier, because the shared layers keep growing.

06Results

The main win is speed and fit

The system supports the client's process instead of defining and limiting it. Cost savings come on top and will grow over time, since the client invested in development first.

01Task historyBefore7 days, paywalled behind a plan upgradeAfterUnlimited
02New featuresBeforeOn a vendor's roadmap, or “maybe one day”AfterShipped in about an hour
03Support and debuggingBeforeWaiting on vendor support ticketsAfterIssues found and fixed in minutes
04Tool landscapeBeforeTool zoo with endless integrationsAfterOne unified business OS
05Effort to replace the next toolBeforeFirst tool: about 2 weeksAfterSecond: about 30% of that; third: under 10%
06CostsBeforeSurprise charges ($600 from Intercom, a forced ClickUp upgrade)AfterLower monthly expenses

The client has replaced 7 SaaS subscriptions so far, with 7 more planned. After a year without WordPress and 9 months without QuickBooks and Instantly, the client reports zero regrets.

07Business outcome

From a tool zoo to one business operating system

4

SaaS tools replaced

Support, outreach and task management moved from Intercom, Instantly and ClickUp into one platform.

~90%

less effort for each next tool

The shared foundation means the third replacement took under 10% of the first one's effort.

~1 hour

to ship a new feature

Changes no longer wait on a vendor’s roadmap. The team builds what the process needs right away.

12+ months

without critical bugs

Tested architecture and monitoring keep the in-house system stable in daily use.

7 days → unlimited

task history

The team can now analyze how fast it processes orders and requests.

$200–300

monthly server costs

The whole in-house system runs for less than a typical SaaS bundle.

~50%

faster support replies

Agents see the client's account and orders next to the conversation, with no switching between tools.

~5 hours

saved per person each week

No more copying information between chat, email and the task tracker.

~40%

lower monthly tooling costs

Three subscriptions gave way to modules running on the client's own servers.

Figures are approximate estimates based on the manual workflows and tools the platform replaced.

The client now runs a MarTech platform where SEO teams find, compare and order link placements in one place, while the internal team manages orders, outreach, support and tasks in a single system built around its own process, not around the limits of third-party tools.

We received the software on time and within budget, corresponding to technical specifications. The communication was prompt and transparent, and the project management was exceptional. Thank you!
Max Roslyakov
Solo enterpreneur

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