Built for the data your brokerage actually carries.
Workspace isolation at the database level. Role-based access on every endpoint. Signed webhooks, encrypted secrets, and an append-only conversation log so nothing gets lost.
Workspace isolation by construction
Every record — leads, messages, billing rows, audit entries — is scoped to a single workspace. Cross-workspace reads and writes simply are not possible. This is how every well-built SaaS works under the hood, including the ones your CRM runs on.
Authentication & role-based access
Role-based permissions on every endpoint. Tokens scoped to workspace. Session policy and rotation handled centrally. Owner, agent, and read-only access levels are standard; custom roles available for brokerages.
Append-only conversation audit
Every inbound message, every AI response, every workflow execution — written to an append-only log. So when you need to know exactly what was sent and when, the answer is there. Exportable for compliance review on request.
Signed webhooks & observability
HMAC-signed webhook handshakes for every inbound source. Sentry on backend and frontend. Health checks on Twilio, OpenAI, Claude fallback, Calendar, and Stripe — surfaced live in the platform Errors page.