CRM
Human-operated call workflows, prioritized work, governed evidence, and floor-level visibility for brokers and managers.
- Broker Call Desk
- Manager Call Floor
- Workspace administration
Lighthouse is building a connected family of applications for brokerage operations. The CRM is the first application available for controlled testing; each future product will remain independently deployed and governed.
Secure Microsoft sign-in required. The current CRM uses sanitized preview data and a deterministic provider; live Teams calling and evidence integration are not yet connected.
Separate applications, one clear workspace.
Human-operated call workflows, prioritized work, governed evidence, and floor-level visibility for brokers and managers.
A future, separately governed application for turning approved operational evidence into better coaching and decision support.
Scope and policy discoveryA future pricing workspace designed around controlled inputs, explainable guidance, and accountable decisions.
Product definitionA future application for coordinating repeatable operating work while keeping people in control of consequential actions.
Workflow discoveryWhat is available now, what comes next, and what remains a customer decision.
The application is deployed to Azure with Microsoft sign-in, sanitized preview data, and role-based access for named testers.
Real call launch, exact provider correlation, recording, transcript, and retention proof will be validated separately in an authorized tenant.
Lighthouse policy owners will define recording notice, retention, access, export, and deletion expectations before broad evidence capture.
Named testers can sign in, review the current workflows, and help shape the next release without confusing preview proof with production acceptance.