Austin CRM
ROMANOFF
🏗️
Austin CRM
Private sales operating system for Austin. Revenue dashboard → lead tracking → bookings → AI-assisted follow-up → split/payout tracking.
Phase 6/20
Audit Loop Active
Commits14HEAD: e030a93
Phases Complete6/2030% done
Active Phases2In progress now
P0 Findings0Zero critical issues
Build Progress30%
20-Phase Build Plan
P01Source Lock & DecisionsCOMPLETE
P02Scaffold, Tooling & CICOMPLETE
P03Domain Types & Local AdapterCOMPLETE
P04Design System & Dashboard ShellCOMPLETE
P05Revenue Ledger & Split EngineCOMPLETE
P06Money Truth DashboardCOMPLETE
P07Leads, Contacts & CompaniesIN PROGRESS
P08Pipelines, Deals & TasksIN PROGRESS
P09Bookings & No-Show RescueUPCOMING
P10Lead Briefs & AI ReviewUPCOMING
P11AI Control Center & Kill SwitchUPCOMING
P12Audit Workspace & Call RoomUPCOMING
P13Import, Export & Data HygieneUPCOMING
P14Supabase Auth, RLS & RolesUPCOMING
P15Server Data Access & Audit LogsUPCOMING
P16Finance-Grade Revenue UIUPCOMING
P17Real AI Provider & EvalsUPCOMING
P18Integration Dry Runs & Event InboxUPCOMING
P19Controlled Automation & AlertsUPCOMING
P20Reports, Game Room & LaunchUPCOMING
Architecture
Next.js App RouterTypeScriptVitestPlaywrightTailwind CSSZod
Local-first prototype → Supabase
Autonomous Audit Loop
activeCadence
Every 30 minutes
Last Run
Audit #4
Timestamp
2026-05-12 02:49 CT
Findings:P0: 0P1: 1P2: 3P3: 2
Core Modules
💰Revenue Dashboard
Gross, booked, collected, projected, take-home, splits — all inspectable
🎯Lead Tracking
Contacts, companies, leads with lane/source/owner/next-action enforcement
📊Pipeline Board
Unified Kanban with two lane-specific stage sequences
📅Booking System
HT/LT calls, audit discovery, walkthrough, no-show rescue
🤖AI Review Console
Lead briefs, message drafts, scoring — all human-approved
⚖️Split Engine
Configurable payout rules: upstream owner, Hyperfixate cut, Austin take-home
Revenue Lanes
AI Audit Implementation
$1K audit → $5K–$25K implementation
1.Warm Target
2.Contacted
3.Interested
4.Discovery Booked
5.Audit Sold
6.Report In Progress
7.Walkthrough Scheduled
8.Walkthrough Completed
9.Implementation Proposed
10.Closed Won / Lost
Commit History
14 commits7f13d9dtest: add shared crm provider reproducerHEAD
a3a09d7docs: add active build coordination
b119a24docs(phase-audits): align open blocker tracker
d322307fix: validate local demo storage and redact exports
98eba0adocs: track audit blockers and privacy guardrails
941bcf6docs(phase-audits): backfill phase 2-6 audit artifacts
Build Philosophy
Manual cockpit before automation
Revenue dashboard first, not a landing page
Local prototype before production integrations
AI defaults to draft-only with human approval
No public self-signup
Every split override needs audit trail
No auto-merge of fuzzy duplicates
Money math: integer cents, explicit currency