CRM Overview

Last verified against code: 2025-02-03

What this CRM is

A property-management and housing-services CRM built with Next.js and Supabase. It supports coordinated entry, client and household management, resource libraries, referrals, intake (including self-service), reporting, document vault, inventory, volunteer/Corps management, and a landlord portal. A public Rangefinder module helps users find resources by location and eligibility.

Who it is for

• Staff and caseworkers — Organizations managing clients, referrals, resources, and intake.
• Admins — System and organization administration, user and module management.
• Landlords — Property and application management via the landlord portal.
• Public / self-service — Intake self-service and Rangefinder are available without CRM login.

Core goals

• Multi-tenant, organization-scoped data with role-based access (admin, staff, caseworker, org_admin, demo, landlord).
• Tier-based and per-organization module access (Basic, Standard, Premium, Enterprise).
• Integrated intake, referrals, resources, documents, inventory, and reporting.
• Landlord portal and volunteer (Corps) module as distinct entry points.
• Rangefinder as a public resource-finding tool.

Non-goals (out of scope for this doc)

• Detailed feature specs → see /docs/product.
• Architecture and tech stack → see /docs/architecture.
• Setup and deployment → see /docs/operations.

Major modules and how they fit

Module	Route / area	Purpose
Clients	/clients	Client and household management
Intake	/intake, /intake/self-service	Intake forms and assessments; self-service is public
Resources	/resources	Resource library and program management
Referrals	/referrals	Referral tracking and coordination
Reports	/access-crm/reports	Analytics and reporting dashboards
Documents	/documents	Document vault and management
Inventory	/inventory	Physical goods tracking and distribution
Corps	/corps (via /modules/corps)	Volunteer network and event management
Landlord portal	/landlord/*	Landlord-only UI; separate login
Rangefinder	/rangefinder/*	Public resource search and eligibility
Admin	/admin/*	Admin-only dashboard and configuration

CRM entry (login) is at /crm/login. Main CRM shell lives under /access-crm and route groups (crm), (corps), (landlord); module access is enforced by middleware and Supabase RLS using organization tier and enabled_modules.

Terminology

• Organization — Tenant unit; users (except admin) are scoped to an organization.
• Tier — Subscription level (basic, standard, premium, enterprise) that defines default module access.
• Module — A feature area (clients, intake, resources, referrals, reports, documents, inventory, corps) that can be enabled or disabled per organization.
• RLS — Row Level Security (Supabase/Postgres) used to enforce data access by role and organization.

Help and end-user documentation

In-app help and end-user guides live under app/help/ (e.g. MDX content). They are separate from this internal /docs tree and are not modified by the documentation reorganization.