Functional DemoBusiness Platform

CRM Empire

Central CRM that unifies a cluster of home-service apps under one role-based platform.

What it solves

Home-service companies run their sales and operations across scattered tools, and switching CRMs in bulk is painful enough that most never do. New reps also inherit a convoluted mess of training files and operational documents with no single place to find them. CRM Empire is built to be the affordable hub that ties the whole app cluster together, making it easy for a company to move everything to one system.

Built for Home-service and contracting companies and their admins, managers, and sales reps.

Overview

CRM Empire is a multi-tenant CRM for contracting companies. It provides a smart customer directory with advanced filtering and saved views, full customer profiles, a Kanban job-flow pipeline with customizable stages and stage automations, and a central dashboard of KPIs with an optional rep leaderboard. A company directory with customizable resource buttons stores training files and videos for onboarding reps. Role-based access control and per-user visibility rules govern what each person can see, and a plugin layer links job data across the other apps in the cluster via a plugin API and webhooks. It also includes an automations engine, tasks, activity/audit logging, and a contract templates and e-signature workflow.

What this demonstrates

Implements four-tier role-based access control with per-user field and record visibility on top of a company-scoped multi-tenant schema. Builds a configurable pipeline engine with stage automations and a cross-app plugin layer that links job records between separate applications through a webhook and plugin API. Adds a contract lifecycle with templates, envelopes, signing links, and captured signatures, plus a background job pipeline for automations.

What makes it different

Most CRMs lock your data inside themselves. This one is the hub that links a whole cluster of home-service apps together and makes switching worth it.

Central hub for the app clusterJob data entered once links across every purchased app via the plugin layer.
Role-based access and visibilityFour roles from super admin to rep, with per-user visibility rules on records and KPIs.
Customizable pipelineStages and stage automations are configured per company rather than fixed.
Company knowledge in one placeA company directory with custom resource buttons stores training files and videos for onboarding.
Affordable central adoptionPositioned as a low-cost CRM that other subscriptions plug into.

Core capabilities · 16

Smart customer directorySaved Views
Contact list with advanced filtering by name, area, and job type, plus saved views.
Customer profile
Full profile with property, homeowner, and project status details.
Job flow pipelineKanban Job Flow
Kanban board where jobs slide through customizable stages from lead to close.
Job detail
Detailed job view including insurance, property, and homeowner information.
Stage automations
Actions configured to fire when a job enters a given pipeline stage.
Automations engine
Rule-based automations processed on a background queue.
Central dashboard
Financial and job KPIs with an optional company-wide rep leaderboard.
User visibility controls
Admins set which KPIs and records each user can see.
Company directoryCustom Resource Buttons
Team roster plus customizable buttons linking files and in-page video previews.
Contracts
Contract templates, envelopes, signing links, and captured e-signatures.
Documents
Uploaded document storage attached to records.
Tasks and activities
Task assignment and an activity log across records.
My Apps
View purchased and available cluster apps and manage subscriptions.
Plugin API and webhooks
Links job records across separate apps and receives external events.
Role-based access control
Company, team, and owned scopes across super admin, admin, manager, and rep roles.
Team invites
Invite-token flow for onboarding new users into a company.

How it works

Admin

Configure roles and per-user visibility
Define pipeline stages and stage automations
Set which KPIs each rep can see
Connect cluster apps via the plugin layer
Monitor the central dashboard and leaderboard

Rep

Add a lead as a contact
Find it through the smart customer directory
Open the full customer profile
Create a job and move it through pipeline stages
Let stage automations fire on the way to close
Watch job data sync across plugged-in apps

Key screens

CustomersSmart contact directory with filters and saved views.
Customer ProfileFull contact and project status view.
Company DirectoryTeam roster and customizable resource buttons.
DashboardKPIs, financials, and rep leaderboard.
Job FlowKanban pipeline board.
Job DetailInsurance, property, and homeowner details for a job.
AutomationsAutomation rule configuration.
My AppsCluster app subscriptions.
SettingsCompany, role, and pipeline configuration.
Sign ContractPublic signing page for contract envelopes.

Data model

Company
User
Team
Contact
Job
JobStageHistory
Pipeline
Stage
StageAutomation
Task
Document
Activity
RoleTemplate
CustomFieldDef
SavedView
AutomationRule
AppSubscription
CompanyResource
AuditLog
UserVisibility
InviteToken
UserPluginAccess
PluginJobLink
ContractTemplate
ContractEnvelope
ContractSignature
PluginWebhook

Screens · 9

AdjusterBook professional adjuster directory home with stats (178 adjusters, 726 reviews, 32% avg approval), an Add Review search box, and Browse/Top Rated/Company/By State tiles — AdjusterBook directory home

Crew Tracker dashboard opened within CRM Empire's plugin sidebar, showing 2 total jobs, draft recent jobs for Mike Williams and David Davis, and one pending crew application — Crew Tracker plugin dashboard

Homeowner claim portal dashboard within CRM Empire showing claims counts (1 total, 1 active, 1 pending supplement) and a recent claim for John Homeowner marked Pending Supplement — Homeowner claim portal dashboard

SuppoTrack Supplements Timeline within CRM Empire with search and filter controls and an empty table reading No supplements yet — Empty supplements timeline

CRM Empire Job Flow kanban board with pipeline stages (New Lead 52, Contacted, Inspection Scheduled, Estimate Sent, Contract Signed) holding roofing job cards — Job Flow pipeline kanban

CRM Empire job detail for Sarah Johnson (JOB-09116) showing owner, location, created date, and a Contact Information panel with phone, email, and address — Job contact detail

CRM Empire Customers table listing contacts with phone, email, location, source, and job count columns, plus an Add Contact button — Customers contact list

CRM Empire Company Directory with team member cards (Admin User, Sales Manager, Sales Rep, Jane Smith) and an empty Training & Resources section — Company team directory

CRM Empire My Apps page showing 10 active app integrations as cards with pricing and features, including Supplement Tracker, Review Booster, and Homeowner Portal — My Apps integrations marketplace

How it is built

A React and Vite single-page app talks to an Express API backed by PostgreSQL through Prisma. Authentication uses JWT access and refresh tokens, and background automations run on a BullMQ queue over Redis. Other apps in the cluster connect through a plugin API and webhooks, with each integration URL configured per environment.

Classification

Industries: Home Services
Capabilities: CRM Dashboards Authentication Workflow Automation Analytics Reporting Document Generation Notifications Role-Separated Interfaces Multi-Tenant Architecture Background Job Pipelines
Technologies: React Vite Tailwind CSS Node.js Express Prisma PostgreSQL Redis BullMQ Zod Docker

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