The operating system for sales, support, delivery, and automation.

Architecture

Reads from tenant-scoped rollups and queue states instead of raw event noise.

Database

Uses denormalized summaries for leads, deals, tasks, messages, invoices, and alerts.

API Design

Serves summary, queue, risk, and drilldown endpoints for live operational views.

Frontend

Dense widgets, overdue queues, next-step cards, and fast drill-in panels.

Automation

Feeds escalation checks, follow-up reminders, and priority routing.

Security / Deployment

Tenant-scoped and role-filtered with auditability on every decision. Background refresh jobs keep the dashboard fast without blocking the app.

Architecture

Centralized CRM workflow with inline edits and event-based activity tracking.

Database

Lead, contact, company, deal, task, timeline, and assignment tables with tenant ownership.

API Design

CRUD plus stage updates, assignment, merge, archive, and timeline endpoints.

Frontend

Table-first execution workspace with inline edits, filters, and quick actions.

Automation

Triggers lead scoring, routing, follow-up creation, and task generation.

Security / Deployment

Server-side RBAC and field-level control for sensitive customer data. Optimistic UI with server reconciliation to keep the workspace responsive.

Architecture

Webhook-first message ingestion with thread state and human takeover controls.

Database

Conversation, message, template, webhook event, and thread ownership tables.

API Design

Webhook ingest, send reply, template send, assign, mark read, and takeover endpoints.

Frontend

Inbox on the left, thread center, customer context on the right.

Automation

Routes messages, sends replies, and escalates to humans when confidence is low.

Security / Deployment

Webhook signature validation, idempotency, and org-level phone isolation. Queue-backed sends and retries keep messaging reliable under load.

Architecture

Model abstraction on top of OpenAI, OpenRouter, Claude, and Gemini.

Database

Stores agents, prompts, tool calls, inference logs, and retrieval references.

API Design

Chat, qualify, summarize, retrieve, and decision-support endpoints.

Frontend

Exposed through operational actions instead of a chat-only interface.

Automation

Generates replies, summaries, recommendations, and qualification signals.

Security / Deployment

Tool permissions and prompt versioning keep the AI controlled and auditable. Fallback routing and usage tracking protect the system from provider issues.

Architecture

Registry of workflows, triggers, rules, runs, and retry state.

Database

Tracks workflow definitions, executions, errors, secrets, and rule ownership.

API Design

Create, update, inspect, retry, and disable workflow endpoints.

Frontend

Workflow list, run history, failure queue, and credential visibility.

Automation

Lead creation, message received, no reply, payment overdue, and booking flows.

Security / Deployment

Scoped secrets, approval rules, and audit logging for sensitive operations. N8N is isolated internally and accessed through signed application requests.

Architecture

Composes data from CRM, conversations, payments, projects, and documents.

Database

Customer profile, summary snapshots, health indicators, and relationship links.

API Design

Profile, timeline, related objects, health, and action endpoints.

Frontend

Single-page account view with timeline, status, and next-step context.

Automation

Raises renewal reminders, escalation flags, and follow-up tasks.

Security / Deployment

Tenant isolation with visibility controls for sensitive account data. Precomputed snapshots keep profile pages fast and operationally useful.

Architecture

Documents are versioned, chunked, indexed, and published by state.

Database

Document, version, chunk, category, and embedding records.

API Design

Ingest, search, publish, deprecate, and retrieval APIs.

Frontend

Editor, category tree, article state, and search surface.

Automation

Detects stale content and surfaces relevant articles to AI and support.

Security / Deployment

Draft and published access controls with source traceability. Background indexing jobs keep retrieval current without blocking edits.

Architecture

Event capture plus rollups for funnel, channel, team, and time dimensions.

Database

Event tables, rollup tables, and org-scoped materialized metrics.

API Design

Metrics endpoints for pipeline, response time, workload, and revenue views.

Frontend

Compact charts with filters and drill-down into operational records.

Automation

Anomaly detection can generate alerts and escalation tasks.

Security / Deployment

PII masking and tenant-scoped metrics access protect sensitive data. Incremental rollups keep metrics responsive and cheap to query.

Architecture

Projects, milestones, tasks, comments, and attachments linked to customer records.

Database

Project, milestone, task, checklist, comment, and attachment tables.

API Design

Project CRUD, task board updates, assignee changes, and progress endpoints.

Frontend

List and board views with quick detail drawers for execution.

Automation

Creates work from wins, support issues, and onboarding events.

Security / Deployment

Project-level access rules and org membership enforcement. Real-time updates can degrade gracefully to polling when needed.

Architecture

Users, teams, roles, permissions, queues, and ownership assignments.

Database

Membership, invite, queue, role, and assignment records.

API Design

Invite, deactivate, role change, team mapping, and assignment endpoints.

Frontend

Admin surfaces for teams, operators, and workload visibility.

Automation

Load balancing and assignment routing keep execution moving.

Security / Deployment

RBAC enforced server-side with audit logging. Admin-only routes and org-specific settings keep the area contained.

Architecture

Subscription and billing state are stored separately from product content.

Database

Plans, subscriptions, invoices, payments, and usage ledger records.

API Design

Checkout, portal, invoice, usage, and webhook endpoints.

Frontend

Subscription status, invoice history, and plan management screens.

Automation

Payment failure, renewal, and delinquency workflows protect revenue.

Security / Deployment

Signed webhooks and no client-side trust for billing state. Webhook retries and idempotency keep billing state accurate.

Architecture

Every request resolves organization context before reading or writing data.

Database

Organization, membership, invite, tenant setting, and audit log tables.

API Design

Tenant-aware middleware and org-scoped resource APIs.

Frontend

Org switcher, branding, permissions, and settings experiences.

Automation

Onboarding, routing, and default settings can be tenant-specific.

Security / Deployment

Strict row ownership, permissions, secrets isolation, and audit trails. Single codebase, horizontal scaling, and cache keyed by tenant.