Workflow Drilldown
Contractors & Bids • intake
Fail-closed • Append-only receipts • Non-activating UI workflow
start
intake
validate
analyze
recommend
execute
export
complete
Collect the minimum inputs. Missing required fields blocks progression (fail-closed).
Property / Project Name *
Location (City/State) *
Deal Type
Buy/Hold
Flip
BRRRR
ADU
Land Dev
Budget (USD)
Back
Validate
Tip: drafts are stored locally. Exports and receipts are downloaded as files.
⌁
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