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Universal CRM
Citizen CRM • Company CRM • Work Bridge (portable)
Pipeline
Opportunities and projects. Same CRM, configurable by industry profile.
Citizen
DealStageValueNext
123 Main St — Fix & FlipAnalyze$42kExport deal memo
Oakland Duplex — HoldUnderwrite$18k/yrRequest docs
ADU Build — Permit PathExecute$—Permit packet
Inbox People Work Bridge
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Universal CRM
Sovereign • Directory‑Bound • Portable
Active
Citizen CRM
Your personal workspace. Always yours.
Active
Inbox People Pipeline
Company CRM
Company‑wide CRM for your business.
Directory
Open Company CRM
Work Bridge
Link your Citizen CRM to a company (Directory only).
Disconnected
Connect to Company