Ten capabilities. One coherent system.
Most CRMs are a stack of half-features bolted on over a decade. Architect is ten capabilities built once, on top of the same set of composable primitives.
Schema-driven from the ground up.
Most CRMs have a fixed data model with custom fields bolted on. We built the opposite: nothing is hardcoded. Every entity, every field, every relationship, every stage, every workflow is configuration — not code.
That means you can model anything: solar projects with M1/M2/M3 milestones, real estate transactions with title contingencies, agency retainers with deliverable tracking, manufacturing orders with QA gates. Whatever your business actually does, Architect represents it without forcing you into someone else's mental model.
Builder mode and use mode are the same view.
This is the single biggest UX decision we made and the one nobody else has gotten right. When you configure your CRM, you're looking at the exact same screen your team will use every day — just with edit affordances added.
Click a field, edit it in place. Add a tab, see it appear where it'll live. Drag a section, watch it snap into the grid your team will actually scan. No abstract builders. No "preview mode." No surprises when you flip the switch.
Per-field data sources. Manual or API.
Every field in Architect can pull from a static list you control or from a live API you connect.
A "Region" dropdown can be manually defined (Central California, Southern California, Nevada) or it can pull live from your service-area system. A "Sales Rep" field can be a manual roster or sync from your HR platform. This isn't a workflow feature bolted on — it's how every field works, everywhere.
LLM-native construction is real here.
Because every part of Architect is configuration rendered automatically, an AI can construct your entire CRM by emitting configuration calls — not by generating UI code.
Describe your business in plain English and watch your CRM appear, fully working, in real time. Edit anything you don't like. The AI never has to render anything itself, which means it never produces broken interfaces.
Migrate from anywhere in under an hour.
Most CRMs treat migration as a service-tier feature you pay $5,000 for and wait three weeks to finish. We treat it as the front door.
Connect HubSpot, Salesforce, GHL, Pipedrive, Zoho, AccuLynx, or any major CRM via OAuth. Architect pulls your schema, proposes mappings with confidence scores, lets you confirm or edit them, and migrates your data — including your automations, custom fields, relationships, and workflow stages — in under an hour.
See the migration walkthrough →STAGE TRANSITION RULES · INSTALL TASK
Workflow logic that models how work actually happens.
Stages, transitions, gates, parallel tracks, dependencies, money triggers, failure paths — all first-class objects.
Your sales rep can't move a deal to Closed Won until the contract is uploaded. Your install task can't start until permits clear AND the customer has signed AND inspection passes. Your dealer fee fires automatically when M2 hits.
Other CRMs have triggers OR dependencies OR stages but none have all three working together. We do.
Permissions designed for real operations.
Row-level, column-level, and view-level permissions that are easy to configure.
Your sales reps can edit early-stage deals but not closed ones. Your ops team can see install records but not commission data. Your install techs see only their assigned jobs and only the fields they need to fill in. Every CRM claims to do this; most require a PhD or a consulting engagement.
Form-feel, sheet-power,
doc-collab, chat-workspace.
We borrowed the best of every category of tool you already use. One product, one mental model, four superpowers.
Form-feel
Sheet-power
Doc-collab
Chat-workspace
Offline and online — real, not marketing.
Local-first storage with sync to the server when you reconnect. Your field tech surveys a roof with no signal, fills in the entire site survey, and the moment they get back to the truck and reconnect, every field syncs.
Conflict resolution handled. No lost data. No "save and pray." This is the engineering bar that took Linear and Figma years to clear — we built it in from day one.
Built for any industry. Optimized for none.
Solar, roofing, real estate, agencies, wholesale, education, marketing, legal, accounting, insurance, recruiting, manufacturing, healthcare admin, property management, construction, logistics, e-commerce ops, nonprofits.
Not because we built features for each — because we built the right primitives once and let configuration handle the rest. Pick a template if you want a starting point. Build from scratch if you want full control. Import from your existing CRM if you want the easy path.
See industry patterns →