Packs
trainer • Packs
Role-grade assets: forms, templates, packs, audits.
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Investor Pack ZIP (placeholder)
— Declared pack: investor exports + receipts
Lender Pack ZIP (placeholder)
— Declared pack: underwriting-ready outputs
Compliance Pack ZIP (placeholder)
— Declared pack: checklists + attestations
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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