Boomer Automation CRM

The CRM supports more than one client organization. Owners, administrators and members need different tools, and nobody should ever be able to reach another organization’s records. It also has to handle ordinary CRM work and website audits without feeling like two separate products.

I scoped requests and records by organization, then defined four clear role levels: platform owner, organization owner, administrator and member. Validation, audit records and regression tests make those rules easier to inspect and much harder to break accidentally.

I now have a stable base for adding client operations, website checks and automation workflows without weakening the boundaries between organizations. The platform is still being actively developed and tested as a private commercial product.