✦

Chrysalis

PRIVATE · INVITE-ONLYThe future of real estate

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 replaces the whole stack — CRM, deal tracking, e-signature, scheduling, marketing, automation, and AI — with one workspace you own.

I already have access

YOUR STACK TODAY

7+ vendors, 7+ invoices, 7+ data silos

Your CRM · Contacts & follow-up
Your deal tracker · Pipeline & GCI
E-signature · Docs + storage
Scheduling · Booking links
Email marketing · Drip campaigns
Automation glue · Holding it together
AI add-ons · Per-token markup
…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 your CRM. Try moving 5 years of deal records out of your pipeline tracker. 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 brittle 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 glue code.

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

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.

Chrysalis is private and invite-only — the future of real estate, built for a small number of teams at a time. White-glove setup, direct line to the founder, your feedback shapes the platform. After that, your stack stops being someone else's asset.

Invitations are reviewed personally. You'll hear back within 24 hours.