212 Platform · multi-tenant CRM-ERP

One platform. Every client.

Zero glue code. Everything a Team needs — nothing it doesn’t. A multi-tenant CRM-ERP built ground-up for the multi-client pattern; every feature scopes to a sub-account by design.

Tell us where it hurts. We’ll build it.

Done-for-you AI — no learning curve, no new headcount.

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Multi-tenant by default

Agency → sub-accounts → members. Each client's contacts, deals, forms, automations, and website live in their own workspace. Built so clients never see each other — the database makes sure of it.

Team Smith #1001Pipeline live
ReMax #1002Site published
AFG Mortgage #1003Automation firing
Sites + VSL funnels, included

Build a multi-page marketing site or single-page video sales letter for any client. Push the button, get a live URL in 1–3 minutes.

Site live
acme-plumbing-2026-05-06.gitlab.io
Pipelines that stay in sync

Six-stage Kanban with drag-drop. Real-time updates across every seat in the sub-account.

New
Qualified
Won
Speed-to-Lead — with the receipts

Form submit → SMS + email + owner notify, in seconds. Every send is logged step-by-step — channel, recipient, error if any. One toggle pauses the whole engine if something goes sideways.

Form submitSMS + EmailAudit log
Pause-all switch. Per-step history. No black box.
Compliance baked in

Unsubscribes work. STOP works. Quiet hours work. You don't think about it, you don't get fined.

UnsubscribeAuto-handled
SMS STOPAuto opt-out
An AI agent that answers — and acts — 24/7

One agent — trained on the client's homepage — works their website chat, inbound SMS, AND inbound phone calls, around the clock. It qualifies the lead, captures the details the moment intent shows up, books the follow-up, and hands off to the operator. Autonomous where it should be, human-in-the-loop where it matters. Leads stop dropping on nights and weekends.

Can someone call me about a quote?
Sure — I’ll grab a few details so the team can follow up.
NamePhoneSend →AUTO-CAPTURED
An assistant that does the work

Ask in plain English — "add this contact," "build a follow-up workflow" — and it drafts the action and runs it once you approve. Agentic, with you in the loop.

Yours, not rented

Your domain, your billing, your customer list. All yours, all the time — no vendor lock-in, no SaaS landlord taking a cut.

22 AI, BUILT IN
$0 per client. Forever.
Built-in AIIncluded
GHL charges per sub-account, every month. You ship it in-product and pay OpenRouter direct — pennies per chat.
Calendar + tasks

Month-grid events linked to contacts, due-today task badge, everything threaded into the activity timeline.

Affiliate program, fully wired

A branded partner dashboard for every affiliate — referral link, live clicks, signups, and commission — tracked automatically, no spreadsheet reconciliation.

Partner Dashboard
+ Invite affiliate
CLICKS
2,340
SIGNUPS
86
Tokens
$4,120
app.yourdomain.com/r/j-riveraCopy
AFFILIATEREFERRALS$HAP TokensSTATUS
Jordan Rivera341,860Paid
Priya Nair211,140Pending
Marcus Webb311,120Paid