Architecture
How the pieces connect, and how the app is laid out.
System diagram
Live connectionScheduled or on-demand sync
- App + Postgres Source of truth for all CRM data.
- Google Sheets Two-way listings sheet; import and export.
- Google Forms Deal forms filled in-app; responses filed per deal.
- Google Drive One folder per deal and per listing, documents collected automatically.
- Website import Pulls current listings from the public site (method to be confirmed).
- PWA Installable on phones; offline read of pages already opened.
- Maps Leaflet with OpenStreetMap tiles. Free, no keys. MapLibre GL later if wanted.
Sitemap
- Dashboard
- Pipeline snapshot
- Tasks
- Activity
- Lease expirations
- Properties
- Grid / List / Map
- Listing editor
- Photos
- Specs and description
- Documents
- Flyer preview
- Linked deals, clients, marketing
- Import and Export
- Contacts
- Clients and leads
- Listing matches and deals
- Deals
- Pipeline board
- Deal detail
- Timeline and tasks
- Google forms, docs, Drive
- Marketing
- Request board
- Templates
- Development later
- Projects, budget, milestones
- Settings
- Google connection
- Roles and permissions
- Everywhere
- Search and command palette (Ctrl K)
- New menu, notifications, pinned and recent
- Keyboard shortcuts (?)