07 · CRM

Every conversation is a workflow step.

Proassistly's CRM is not a spreadsheet with kanban — it is a state machine per transaction, wired to communications and AI actions.

Model

Lead → deal → transaction, in one graph.

 Lead (Zettlein or web)
   │
   ▼
 Qualification ──▶ Property match ──▶ Tour scheduled
                                          │
                                          ▼
                                     Offer draft ──▶ Offer submitted
                                                          │
                                                          ▼
                                                    Negotiation ──▶ Reservation
                                                                        │
                                                                        ▼
                                                                Due diligence
                                                                        │
                                                                        ▼
                                                              Contract e-sign
                                                                        │
                                                                        ▼
                                                                    Closing
                                                                        │
                                                                        ▼
                                                              Post-sale services

 Every transition:
   · writes AuditLog
   · fires EventBridge event
   · updates SLA clock
   · may trigger Zettlein action (nudge, doc, escrow, dispatch)

Modules

The CRM surface inside Proassistly.

crm/01

Pipelines

Per phase, per market

Configurable pipelines per country and property type; owned by internal ops today, opened to brokerage tenants later.

crm/02

Comms hub

Unified inbox

Email, SMS, Telegram, WhatsApp threaded per contact; Zettlein drafts, humans approve, everything is logged.

crm/03

Task engine

SLA-aware

Tasks derived from pipeline stage — "collect deposit", "order title check", "send disclosure" — with escalation.

crm/04

Assignment rules

Round-robin + coverage

Route leads by geography, language, price band, or partner coverage; overflow to a Zettlein-only queue.

crm/05

Automations

Event → action

Any domain event can trigger templates, reminders, doc generation, service dispatch or escrow updates.

crm/06

Analytics

Funnel + cohort

Conversion by stage, time-in-stage, agent/AI attribution, listing quality vs. offers, service revenue per deal.