Company App Platform

Your operating system for customer work

Prototype

CRM candidate · SMB edition

Move every client from first contact to completed work.

A focused CRM workspace built as one app inside a wider company suite. Start with a clear customer record, then orchestrate workflow, tasks, commercial documents, and reporting from one place.

Today’s workspace

128

Active clients

Open tasks

Quotes pending

96%

SLA health

Company apps

CRM Portal

Prototype ready

Clients, workflow, tasks, quotes, orders, invoices, and reports.

Operations

Planned

Shared operational controls and service delivery tools.

Finance

Planned

Billing, collections, and financial reporting.

Legacy parity tracker

Prototype scope is grounded in the latest v8.3 phase evidence; live Apps Script gates remain a migration acceptance requirement.

Capability	Current prototype position	Evidence
Workflow context	Implemented in prototype shell	Phase 4
Client/service lookups	Contract boundary ready; live data pending	Phase 5
Fallback/cache behavior	Documented for PostgreSQL migration	Phase 6
Validation gates	Static evidence captured; live runtime required	Phases 7–8