A CRM designed around your business.
Not the other way around.

Tell Architect how your company operates. It builds your data model, workflows, views, and dashboards — then evolves them as your business changes.

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14-day Architect Pro trial · No credit card required · See how it works

IntentNeeds attention

Dispatch every emergency loss within 15 minutes

Progress46%

Q1 2027Alex Smith

PlaybookPublished

Emergency Water Loss Response

1. Intake (dispatcher)

Confirm the loss details: source, floors and units affected
Verify safety: electricity near water, ceiling sag, occupants
Dispatch the nearest on-call technician and post the ETA

NNorthstar Restoration Group/Claims

Search⌘K

Architect

Calendar

Tasks24

Notes

Intent

Playbooks

Dependencies

Architect Map

Entries

Claims

Jobs

Clients

Properties

Estimates

Invoices

Claims boardGrouped by Claim status

New Claim

New2

CLM-26-0430 · Sewer backup

CLM-26-0431 · Water

Dispatch Required2

CLM-26-0428 · Water

CLM-26-0429 · Fire

Site Visit Scheduled2

CLM-26-0426 · Storm

CLM-26-0427 · Water

Scope in Progress2

CLM-26-0425 · Water

CLM-26-0424 · Fire

ArchitectWhat depends on Emergency Dispatch?

WHAT DEPENDS ONEmergency DispatchFlow

Dispatch every emergency loss within 15 minutesDirect

Onboarding interview
Blueprint built for your business
Entries, Flows and Properties
Changes you approve
Architect chat
Intent, Playbooks and Dependencies
Architect Map
Table, kanban and calendar views
Dashboards and reports
Gmail and Google Calendar
CSV import and export

HOW IT WORKS

From a conversation to a working CRM.

Architect starts with how your business actually runs, and builds the structure from there.

1Step 1
Tell Architect how your business operates
Answer a short interview in your own words: what you sell, who you work with, how work moves from the first call to getting paid.
2Step 2
Architect builds your Blueprint
From your answers, Architect proposes the Entries you track, the Flows work moves through and the Properties on each.
3Step 3
Review and approve the structure
Rename, remove or add anything before it exists. Nothing is created until you approve it.
Proposed Blueprint
- 12 Entries with their Properties
- 10 Flows
- Views for each Entry
Approve and create my workspace
4Step 4
Start working in your workspace
Your team works from views built on that Blueprint — tables, kanban boards, calendars and dashboards.

Later, as the business changes, Architect proposes changes to the same Blueprint. See how changes work

ARCHITECT

Ask your workspace. Change it with approval.

Architect knows your Blueprint — your Entries, Flows, Intents and Playbooks. Ask it a question in plain words, or describe a change, and it answers from your workspace.

Ask questions about your workspace and the work in it
Get a diagnosis of how the workspace is set up, with recommendations
Describe a change and get a draft of the exact Blueprint changes
See what a change touches before it is applied
Approve it yourself — Architect never applies changes on its own

Architect chat is included in Pro and in the trial. In the demo workspace, Architect answers from a rule-based engine rather than an AI model.

NNorthstar Restoration Group/Architect

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Architect

Calendar

Tasks24

Notes

Intent

Playbooks

Dependencies

Architect Map

Entries

Claims

Jobs

Clients

Properties

What depends on Emergency Dispatch?

WHAT DEPENDS ON

Emergency DispatchFlow

1 resource depends on Emergency Dispatch.

Dispatch every emergency loss within 15 minutes

Intent

Direct

View on MapFrom Atlas · recorded dependencies and links

Set up a review process for new claims

DRAFT PLANNot validated yet

PROPOSED PLAN

CREATE FLOWnew

Reviews

Gives review work its own Flow of Claims.

Review planDiscardNothing changes until you approve.

CHANGES YOU APPROVE

A CRM that can change with you.

Architect proposes. You approve.

When the business changes, say so in plain words. Architect drafts the exact changes to your Blueprint and shows them to you before anything happens.

Review changes before they are applied
See the Flows, Intents and Playbooks a change touches
Approve, edit or discard

Review changesWaiting for approval

REQUEST

“We need to see which estimates are still waiting on the adjuster, and since when.”

CHANGES

ADD PROPERTYLast adjuster reply · Date · on Estimates

CREATE FLOWEstimates awaiting reply · a Flow of Estimates

WHAT IT TOUCHESPRO

Flow
Carrier Approval Pipeline
Intent
Improve insurance approval velocity
Playbook
Insurance Estimate Submission

Approve and applyDiscardNothing changes until you approve.

Atlas/An Architect technology

Know where you're going.
Connect the work that gets you there.

Most CRMs record what already happened. Atlas also holds what your business is aiming for, how your team does the work, and what has to be in place first — connected to the Flows and entries you already use.

Intent
Where are we going?
Start from what you're aiming for.
Write the objective in plain words: what you want to achieve, by when, and who owns it. It becomes the reference point the rest of the work connects to.
Playbook
How do we get there?
Write down how the work gets done.
A Playbook holds the steps, checklists and judgment calls your team follows. Connect it to the objective it serves and to the Flow where that work moves.
Dependency
What does it depend on?
Be explicit about what has to come first.
Most connections only say two things are related. A dependency says one can't start until the other is ready — so you record it only where that's true.

IntentActive

Dispatch every emergency loss within 15 minutes

Every Emergency-level loss has a crew lead assigned and en route within 15 minutes of the first call.

Timeframe: Q1 2027
Owner: Alex Smith

Depends onEmergency Water Loss Response

FlowTracks claims

Emergency Dispatch

Crew lead
Crew ETA

PlaybookOperations

Published

Emergency Water Loss Response

1Intake (dispatcher)Within five minutes of the call
2On site — first hourStop the source and start extraction
3Carrier and scopeBefore leaving the site

Needed before: Dispatch every emergency loss within 15 minutes

Northstar demo workspace

Intent
Where are we going?
Start from what you're aiming for.
Write the objective in plain words: what you want to achieve, by when, and who owns it. It becomes the reference point the rest of the work connects to.
IntentActive
Dispatch every emergency loss within 15 minutes
Every Emergency-level loss has a crew lead assigned and en route within 15 minutes of the first call.
Timeframe
Q1 2027
Owner
Alex Smith
Playbook
How do we get there?
Write down how the work gets done.
A Playbook holds the steps, checklists and judgment calls your team follows. Connect it to the objective it serves and to the Flow where that work moves.
PlaybookOperations
Published
Emergency Water Loss Response
1Intake (dispatcher)Within five minutes of the call
2On site — first hourStop the source and start extraction
3Carrier and scopeBefore leaving the site
Needed before: Dispatch every emergency loss within 15 minutes
Connected to the objective and to its Flow
FlowTracks claims
Emergency Dispatch
- Crew lead
- Crew ETA
Dependency
What does it depend on?
Be explicit about what has to come first.
Most connections only say two things are related. A dependency says one can't start until the other is ready — so you record it only where that's true.
IntentActive
Dispatch every emergency loss within 15 minutes
Timeframe
Q1 2027
Owner
Alex Smith
Depends onEmergency Water Loss Response
Dispatch target depends on the water response
PlaybookOperations
Published
Emergency Water Loss Response
1Intake (dispatcher)Within five minutes of the call
2On site — first hourStop the source and start extraction
3Carrier and scopeBefore leaving the site
Needed before: Dispatch every emergency loss within 15 minutes
Hitting 15 minutes depends on dispatchers following the intake steps of the water response.
From the Northstar Restoration Group demo workspace

You don't start from a blank page

Architect's onboarding interview proposes a first objective, a draft Playbook and the prerequisites you confirm.

You review and edit each one. Nothing is created until you approve it.

Build your starting plan See Atlas in the demo

ARCHITECT MAP

Your business. Mapped.

See your Intents, Flows, Playbooks and Entries in one place, and what depends on what. Open a dependency to read why it exists, and check what a change would touch before you make it.

Find on map…Intents 6Playbooks 8Flows 10Entries 46 Depends on In flow

Intent

Dispatch every emergency loss within 15 minutes

Intent

Improve insurance approval velocity

Playbook

Emergency Water Loss Response

Flow

Emergency Dispatch

Playbook

Insurance Estimate Submission

Flow

Adjuster Follow-Ups

Claim

CLM-26-0428 · Water

Claim

CLM-26-0429 · Fire

Claim

CLM-26-0430 · Sewer backup

Intent

Dispatch every emergency loss within 15 minutes

depends on

Playbook

Emergency Water Loss Response

Flow

Emergency Dispatch

Intent

Improve insurance approval velocity

depends on

Playbook

Insurance Estimate Submission

Flow

Adjuster Follow-Ups

DEPENDENCY

Intent

Dispatch every emergency loss within 15 minutes

depends on

Playbook

Emergency Water Loss Response

REASON

Hitting 15 minutes depends on dispatchers following the intake steps of the water response.

Recorded by Alex Smith

ENTRIES AND FLOWS

Everything your team works from.

Entries hold what you track — claims, jobs, clients, invoices. Flows follow work as it moves. Every Entry has its own page with its Properties, tasks, notes and files.

NNorthstar Restoration Group/Claims

Search⌘K

Architect

Calendar

Tasks24

Notes

Intent

Playbooks

Dependencies

Architect Map

Entries

Claims

Jobs

Clients

Properties

Estimates

Invoices

Inspections

Equipment

All losses View settings FilterNew Claim

Claim number	Loss type	Severity	Claim status	Property
CLM-26-0428	Water	Level 3 — Major	Dispatch Required	Les Jardins Rive-Nord — Building C
CLM-26-0429	Fire	Level 3 — Major	Dispatch Required	Verdun Riverside Apartments
CLM-26-0430	Sewer backup	Level 2 — Moderate	New	Brossard Retail Plaza
CLM-26-0431	Water	Level 1 — Minor	New	Plateau Co-op — 4420 de Bullion
CLM-26-0426	Storm	Level 2 — Moderate	Site Visit Scheduled	Laurentian Centre
CLM-26-0425	Water	Level 2 — Moderate	Scope in Progress	Westmount Square Retail Podium
CLM-26-0424	Fire	Level 2 — Moderate	Scope in Progress	Collège Sainte-Thérèse — Pavillon B

28 entries Sorted by date of loss

CLM-26-0428 · Water

Claim

Loss

Loss type: Water
Severity: Level 3 — Major
Response level: Emergency

Site & parties

Property: Les Jardins Rive-Nord — Building C
Client: Groupe Immobilier Rive-Nord

Operations

Claim status: Dispatch Required
Project manager: Daniel Okafor
Source: After-hours hotline

Bring your Google context with you.

Connect Gmail, Google Calendar and Google Contacts. Calendar and Contacts are read-only. Other connectors aren't available yet.

Gmail

Threads appear on the Entries they belong to.

Google Calendar

Read-only. Your schedule next to the work.

Google Contacts

Read-only. Match people you already know to Entries.

DASHBOARDS

Build the dashboard you actually need.

Turn any Entry into a report — counts, sums, averages and charts — then arrange reports into dashboards and choose how wide each one is.

DashboardsHome

Add widget

Active restoration jobs

Jobs

18 matching entries

Emergency claims

Claims

4 matching entries

Pipeline value

Claims

$2.2M

25 matching entries

Projected gross margin

Jobs

34.3%

18 matching entries

Estimates awaiting approval

Estimates

7 matching entries

Outstanding receivables

Invoices

$316.1K

12 matching entries

Equipment utilization

Equipment

78.1%

25 matching entries

Projects at risk

Jobs

4 matching entries

YOUR BLUEPRINT

Same Architect. Different architecture.

Every Blueprint comes from its own interview, so a restoration contractor and a consulting firm end up with different Entries, Properties and Flows.

Restoration contractor

Northstar Restoration Group — the demo workspace

Consulting firm

Example

Recruiting agency

Example

DEMO WORKSPACE

Explore Northstar Restoration Group.

A complete Architect workspace for a restoration contractor — claims, jobs, estimates, Intents, Playbooks and the Map. No sign-up; everything you change stays in your browser.

Explore demo workspace

PRICING

Priced per user. Start with Pro.

Every workspace starts with a 14-day Architect Pro trial. No credit card required.

Core

For small teams running the business on their own Blueprint.

$24/ user / month

Billed annually · $29 billed monthly

Start 14-day trial

Included in Core

Architect onboarding interview
A Blueprint built around your business
Entries, Flows and Properties
Table, kanban and calendar views
Tasks, notes and files on every Entry
Dashboards and reports
Gmail, Google Calendar and Google Contacts
CSV import and export
Blueprint changes you review before they apply

Recommended

Pro

For teams that plan, document and change the business with Architect.

$65/ user / month

Billed annually · $79 billed monthly

Start 14-day trial

Everything in Core, plus

Architect chat: questions, diagnosis, proposed changes
Intent, Playbooks and Dependencies
Architect Map
Impact preview before a change is applied

Business

For larger teams that want help setting up and moving their data.

From$199/ user / month

Priced with the Architect team

Start 14-day trial

Everything in Pro, plus

Volume pricing and custom terms
Setup and data migration with the Architect team

Compare plans in detail

FAQ

Questions, answered.

What makes Architect different from a traditional CRM?

A traditional CRM gives you a fixed set of objects and asks you to fit your business into them. Architect starts from a conversation about how your company works and builds the Blueprint from that: the Entries you track, the Flows work moves through and the Properties on each. When the business changes, Architect proposes changes to that structure instead of leaving you to rebuild it.

How does the 14-day trial work?

Every new workspace starts on a 14-day Architect Pro trial, with every Pro feature included. No credit card required. When the trial ends, your workspace, Entries and Blueprint stay exactly as they are. Pro features such as Architect chat, Intent, Playbooks, Dependencies and the Architect Map lock until the workspace is on a paid plan.

Do I need a company email?

No. You can sign up with any email address, or continue with Google.

Can I import existing CRM data?

Yes. Export a CSV from your current CRM or spreadsheet and import it into any Entry. You map each column to a Property and review the result before anything is written.

Can Architect change my workspace automatically?

No. Architect proposes changes; it never applies them on its own. Nothing in your workspace changes until you review the proposal and approve it.

What happens before a Blueprint change is applied?

Architect shows the exact changes it intends to make — what would be added, renamed or removed. On Pro, you can also see what the change touches: the Flows, Intents and Playbooks connected to it. You approve, edit or discard it.

Can I invite my team?

Yes. Invite teammates from the workspace as Admins, Members or Viewers. Plans are priced per user.

Is Architect only for small businesses?

No. Architect works the same way for a team of three or a team of thirty, because the structure comes from how your business operates rather than from its size. Larger teams can work with us on setup and data migration through the Business plan.

Nothing changes without approval

Architect drafts changes to your Blueprint; you review and approve each one.

Workspaces kept apart

Each workspace's data is separated in the database with row-level security tied to membership.

Connections stored encrypted

Google tokens are encrypted on the server, and Calendar and Contacts are read-only.

A CRM designed around your business. Not the other way around.

From a conversation to a working CRM.

Tell Architect how your business operates

Architect builds your Blueprint

Review and approve the structure

Start working in your workspace

Ask your workspace. Change it with approval.

A CRM that can change with you.

Know where you're going.Connect the work that gets you there.

Start from what you're aiming for.

Write down how the work gets done.

Be explicit about what has to come first.

Dispatch every emergency loss within 15 minutes

Emergency Dispatch

Emergency Water Loss Response

Start from what you're aiming for.

Dispatch every emergency loss within 15 minutes

Write down how the work gets done.

Emergency Water Loss Response

Emergency Dispatch

Be explicit about what has to come first.

Dispatch every emergency loss within 15 minutes

Emergency Water Loss Response

Your business. Mapped.

Everything your team works from.

Bring your Google context with you.

Build the dashboard you actually need.

Same Architect. Different architecture.

Explore Northstar Restoration Group.

Priced per user. Start with Pro.

Questions, answered.

Stop adapting your business to your CRM. Build the CRM around your business.

A CRM designed around your business.
Not the other way around.

Know where you're going.
Connect the work that gets you there.

Stop adapting your business to your CRM.
Build the CRM around your business.