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Chrysalis
BETA · Wave 1Limited seats

Stop renting your business. Own it.

Every SaaS tool you depend on raises prices on a whim, deprecates features you built workflows around, and holds your data hostage the moment you try to leave. Chrysalis collapses your stack into one platform — Follow Up Boss, Sisu, DocuSign, Calendly, Mailchimp, Zapier, and the AI bills next door, all replaced.

I already have access
YOUR STACK TODAY
7+ vendors, 7+ invoices, 7+ data silos
  • Follow Up Boss · CRM
  • Sisu · Pipeline & GCI tracking
  • DocuSign · E-sign + storage
  • Calendly · Booking
  • Mailchimp · Drip campaigns
  • Zapier · Glue between them all
  • ChatGPT API · Lead summaries
  • …and the next subscription
→
YOUR STACK ON CHRYSALIS
One platform. Six SaaS bills, gone. Built for real-estate teams.
  • CRM + AI semantic search
  • Transaction management + GCI
  • Documents + virus-scanned uploads + e-sign
  • Branded booking links per agent
  • Email + SMS sequences
  • Automations engine (built in)
  • On-device LLM for summarization + drafts
  • And it's yours.

The SaaS trap is a pattern, not an accident

Every recurring-revenue business optimizes for the same things: keep you paying, keep you growing your seat count, and make leaving expensive. Once you see the playbook, you can't unsee it.

Prices only go up
Every vendor in your stack has raised pricing in the last two years. None of them gave you a corresponding feature jump. You can't budget around a vendor whose pricing exists at their whim.
Per-seat compounds forever
Every agent, every ISA, every TC — another monthly line, every tool, every month. The pricing model rewards them when you grow. Yours doesn't.
Your data is their leverage
Try exporting your full conversation history from FUB. Try moving 5 years of deal records out of Sisu. You can't, cleanly. That's not an accident — it's how they keep you.
Features get killed
The workflow you built around a feature gets sunset, paywalled, or moved to the "Enterprise" tier. You rebuild around the change, until the next one.
AI bills are next
Every SaaS is bolting on "AI" with per-token markup. Chrysalis runs reasoning on-device. Cloud AI is opt-in, never required, never bundled into the bill.
Integrations break
The Zapier glue between your seven tools fails the day one of them ships a breaking API change. With one platform, that whole class of failures stops existing.

Everything you were renting, in one platform you own

Built for residential teams, agent-attraction recruiters, and transaction coordinators. Ships ready for production on day one.

01 · RELATIONSHIPS

CRM + lead management

Contacts pipeline
Buyers, sellers, sphere. Hot/Warm/Cold lead scoring with custom stages your team actually uses.
Smart lists
Filter by stage, source, tag, last contact, geographic area, budget range. Save filters. Share with the team.
Conversation history
Every email, text, call, and note pinned to the contact. Search across all of it.
AI semantic search
"First-time buyers in Auburndale under $400k looking for 3+ bedrooms" — find them. No keyword guessing.
Lead capture
Webform endpoints, MLS integration, manual import — all flowing into the same pipeline.
Custom fields
Add the fields your team needs without waiting for a vendor roadmap.
02 · DEALS

Transaction management

Pipeline board
Kanban from New Lead → Closed. Drag-drop stages, automation triggers per column.
Listings + closings
Track listings under-contract, days on market, list-to-sale ratio. All from the same record.
Party directory
Title, lender, inspector, attorney — pinned per deal. Auto-populate the next deal with the same parties.
Commission tracking
GCI, splits, referral fees, net to agent. Run a commission summary on demand.
Stage automations
When a deal hits Under Contract, fire 8 tasks, send the seller their doc checklist, ping the TC. Once.
Days-to-close countdown
Visible per deal. Red flags when a deal stalls, green when it's clear-to-close.
03 · DOCUMENTS

Document operations

Drag-drop uploads
PDFs, images, contracts. Multi-file, resumable, with progress per file.
Virus scanning
Every upload scanned by clamav before it touches storage. No malware reaches your team.
E-signature
Send for sign, track who has opened, who has signed. Audit trail on every action.
Secure sharing
Time-limited links to outside parties. Revoke at any time. They can't forward.
Audit per file
Who downloaded, when, from which IP. Required for trust-account compliance, present by default.
Document checklists
Per-stage required-doc enforcement. The deal can't progress until the docs are in.
04 · COMMUNICATION

Email, SMS, and scheduling

Personal booking links
Showings, listing appointments, consultations — each agent's own URL with custom questions per event type.
Email templates
Token-replaced ({{first_name}}, {{address}}, {{deal_name}}). Built-in welcome, follow-up, listing-appointment sets.
SMS sequences
Drip campaigns with quiet-hour enforcement, A2P-compliant, suppression-list aware.
Drip automations
"New buyer lead → send Day 0 intro → Day 2 check-in → Day 7 nurture" — set once, run forever.
Unsubscribe by default
Every outbound email has a working unsubscribe link, suppression scoped per team.
Conversation threading
Reply to a text from inside Chrysalis. Pinned to the contact. Searchable forever.
05 · AUTOMATIONS

Workflow automation

Visual builder
Drag triggers, conditions, actions. "When stage = Under Contract AND price > $500k, do X." No JSON, no Zapier.
Built-in templates
16 prebuilt automations: nurture drips, lost-lead win-backs, post-close referral asks, birthday touches.
Custom triggers
Webhook in, webhook out. Wire anything to anything.
Run history
See every step that fired, when, on what record. Replay failed runs after a fix.
06 · AI

AI built into the workflow

Local inference by default
Qwen 2.5 + nomic-embed run on infrastructure we control. No third-party LLM sees your data unless you opt in to a cloud model.
Semantic contact search
Find leads by description, not keyword. The embedding index updates on every contact write.
Draft email replies
AI drafts a reply based on the conversation, your tone, the deal stage. You approve or rewrite.
Lead summarization
First-time you open a contact, get a paragraph summary of the relationship. Skip the scrolling.
Optional cloud upgrade
Plug in Anthropic, OpenAI, or your own keys for premium reasoning. Always opt-in, never required.
07 · CLIENTS

Client experience

Branded client portal
Each buyer and seller gets their own portal — milestones, docs, key dates, real-time chat with their agent.
Open-house lead capture
QR codes that send visitors to your branded sign-up page. Lead in your CRM before they leave the driveway.
Mobile-first portal
Clients use it on their phone. No app install. Fast, branded, theirs to bookmark.
Real-time updates
When you mark a milestone done, they get a push. When they upload a doc, you do.
08 · TEAM

Team operations

Recruiting pipeline
Track agent-attraction conversations like deals. Source brokerages, intel, revenue-share progression.
Leaderboards
GCI YTD, deals closed, response time, conversion rate. Visible to the team — earned, not gamed.
Coaching sessions
1:1 notes pinned per agent. Action items, scorecards, goal tracking — without leaving the platform.
Roles + permissions
Admin / Team Lead / Agent / TC / ISA / Viewer. Granular scoping at the role + RLS level.
Multi-team
Run multiple offices on one Chrysalis. Each gets its own subdomain, its own RLS-isolated data.
09 · REPORTING

Reporting + analytics

Commission summary
By agent, by date range, by lead source. Export to CSV for your accountant. No spreadsheet stitching.
Pipeline snapshot
Every active deal, stage, phase, close date, days to close, current GCI. One screen.
Parties directory export
Every title rep, lender, inspector across every deal. Address book exports for your end-of-year cards.
Activity reports
Calls made, emails sent, appointments set/met. Per-agent, per-week.
Forecasting
Pipeline value + close probability + historical conversion = projected GCI. Updates live.
10 · SECURITY + COMPLIANCE

Security + compliance

SOC 2 Type II controls in place
Full control set implemented: access reviews, change management, encryption at rest + in transit, vendor management, incident response. Third-party audit is the post-launch roadmap item — we're transparent about that distinction.
Postgres RLS isolation
Database-level tenant scoping. Cross-tenant data access is impossible by construction, not policy.
Audit trail on everything
Login, document download, contact view, automation fire — all logged with actor + IP + request ID.
2FA enforced
TOTP-based two-factor. Session revocation on credential change. Step-up at login on suspicious activity.
Encrypted backups
age-encrypted, Backblaze B2 off-site with Object Lock + 7-day versioning. Single-key decryption that lives in the operator's password manager.
GDPR / data-export rights
Subject access requests, right-to-deletion, full data export — built in. Plain SQL dump anytime, in a format every engineer recognizes.
11 · OPEN ARCHITECTURE

Open architecture

REST + webhooks
Every entity has a documented OpenAPI endpoint. Webhook fan-out on create, update, delete. Wire it to anything.
Inbound webhooks
Lead-form vendors, third-party MLS feeds, IDX widgets — point them at Chrysalis. Lands in your pipeline.
Bring your own LLM key
Plug in your Anthropic, OpenAI, or Groq key for premium reasoning. Switch providers without rewriting prompts; per-team monthly budget cap enforced.
Email + SMS provider choice
SMTP for email, Twilio for SMS — or swap in your own provider if you have a different relationship.
No platform lock-in
Postgres dump anytime. Plain SQL. Your data, in a format every engineer recognizes, forever.
UNDER THE HOOD

The stack that runs your business

Not a magical black box. Real, well-known infrastructure that you (or any engineer you hire) can inspect, modify, and trust.

Postgres
ACID-compliant primary data store with Row-Level Security per tenant.
FastAPI
Python 3.12 async API with automatic OpenAPI documentation.
Next.js 16
React 19 frontend, server components, edge-ready.
Redis
Queue + cache + rate limits + session revocation lookup.
On-device LLM
Qwen 2.5 + nomic-embed running locally for summarization and semantic search.
Cloudflare Tunnel
Zero-trust public HTTPS with no exposed ports. End-to-end encrypted from your browser to our origin.
age + Backblaze B2
Encrypted off-site backups, single-key decryption you control.
clamav
Virus-scanned every document on upload before it reaches storage.
Twilio
SMS + voice integration when you're ready for it (A2P-compliant).
Prometheus + Loki
Metrics + structured logs you can inspect through Grafana.
Docker Compose
Whole stack runs on one host, one config file.
JWT + 2FA
TOTP-based two-factor, session revocation, audit-trailed login.

One last subscription.

Wave 1 onboards a small group of teams. White-glove setup, direct line to the founder, your feedback shapes the platform. After that, your stack stops being someone else's asset.

We'll send the full beta application within 24 hours.