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CRM Automation Concept · Product vision

The operator workspace built around behavior-first decisions.

An enterprise CRM designed for property operators — lead capture through move-in, tenant messaging, task orchestration, and portfolio reporting, all threaded to HSI decisions and applicant identity.

Concept · Product vision
stabilitylogic.com/app/crm
Leads
214
Zillow · Web · Referral
Applications
88
Tours
41
Approved
26
Move-ins
19
Occupied
486
Applicant pipeline
AllApproveConditional
R. Alvarez
Oakwood 204
84
Approved
P. Nguyen
Oakwood 118
71
Conditional
K. Patel
Ridge 301
88
Move-in
S. Hall
Ridge 214
55
Declined
T. Brooks
Ridge 402
78
Tour scheduled
Tasks · today
  • Send Alvarez lease packet
  • Call P. Nguyen re: cosigner
  • Approve tour · Ridge 402
  • Renew · Oakwood 118 (30d)
Recent messages
  • R. Alvarez
    Signed lease packet — thank you!
  • K. Patel
    Confirming move-in Feb 22

This is where StabilityLogic is headed next. The CRM sits on top of the live HSI decision engine and turns individual applicant scores into a coordinated operator workflow — with lead source attribution, tour scheduling, approval automation, and structured communication history. Currently in design; production build begins after the Q2 pilot cohort.

What it does

Capabilities.

Vision

Unified applicant pipeline

Every lead, application, tour, approval, and move-in in a single pipeline view — filterable by property, source, or HSI band.

Vision

Lead-source attribution

Track which channels (Zillow, referral, web, walk-in) produce the highest-quality applicants by HSI band and conversion rate.

Vision

Tour + calendar

Scheduled tours, follow-ups, renewals, and inspections in one calendar with automatic reminders.

Vision

Communication history

Threaded email + SMS history per applicant. Twilio integration on the roadmap for SMS delivery at scale.

Vision

Move-in workflow

Lease packet generation, digital signature routing, deposit collection, and welcome sequence — kicked off automatically on approval.

Vision

Tasks + reminders

Auto-generated tasks from decisions (call cosigner, verify income, schedule inspection) with owner assignment and due-date SLAs.

Why it's different

Built for enterprise operators.

Not a bolt-on to a generic CRM

This is built for renter workflows — no forcing a real-estate CRM to pretend it understands leases, tours, and applicant scoring.

Threaded to the decision

Every applicant record surfaces the HSI score, decision rationale, and adverse-action document alongside contact history.

Multi-tenant + per-org roles

Owner, manager, agent, and reviewer roles with granular per-property access — designed for portfolio operators from day one.

Roadmap

Where this is going.

Dates are directional. Enterprise pilot partners shape the sequencing.

Now
  • Design + wireframes
  • Pilot-partner interviews
  • Multi-tenant org layer (already live in HSI workspace)
Q2 2026
  • Applicant pipeline v1
  • Basic task + calendar
  • Twilio SMS integration
H2 2026
  • Lease packet + e-sig
  • Renewal automation
  • Move-in / move-out workflows
2027
  • PMS bi-directional sync
  • Portfolio-level analytics
  • Public webhooks
Ready to move forward?

Run this against your live portfolio.

Enterprise pilots include a backtest on your historical applicants, a signed DPA, and a dedicated integration engineer.