Complete overview of Grenty's technical infrastructure.


🌐 High-Level Architecture

┌───────────────────────────────────────────────────────────────┐
│                         GRENTY ECOSYSTEM                         │
├───────────────────────────────────────────────────────────────┤
│                                                                   │
│    ┌─────────────┐     ┌─────────────┐     ┌─────────────┐        │
│    │   PORTAL    │     │    CRM      │     │  AUTOMATION │        │
│    │   (Softr)   │─────│  (Zoho)    │─────│    (n8n)    │        │
│    └─────────────┘     └─────────────┘     └─────────────┘        │
│          │                   │                   │                 │
│          └───────────┬───────────┴───────────┘                 │
│                      │                                           │
│              BIDIRECTIONAL SYNC                                  │
│                      │                                           │
│    ┌───────────┬─────┴────┬──────────┬────────────┐              │
│    │           │           │          │            │              │
│    ▼           ▼           ▼          ▼            ▼              │
│ TransUnion  Stripe    Zoho Sign  Respond.io  Zoho Books        │
│  (Risk)    (Payments)  (eSig)     (Support)  (Invoices)         │
│                                                                   │
└───────────────────────────────────────────────────────────────┘

📦 Data Flow: Portal ↔ CRM

Collections → Modules Mapping

Portal (Softr) Direction CRM (Zoho) Notes
Invitations ↔ Leads Pre-registration invites
Contacts ↔ Contacts All user types
Companies ↔ Accounts Agencies + Brokers
Properties ↔ Properties 1:1 mapping
Units ↔ Units Module Migrating from subform
Deals ↔ Deals Transaction records
Products ↔ Products (Books) Generated at RPSA
Invoices ↔ Invoices (Books) Billing records
Claim Forms ↔ Claims Notification Initial claim report
- ← Claims Internal only (recovery)
- ← Risk Internal only (analysis)


🔐 External Integrations

Service Purpose Integration Point
TransUnion Background checks, credit, evictions Risk Analysis stage
Stripe Payment processing, subscriptions Payment stage
Zoho Sign Digital contract signatures Send to Sign stage
Respond.io Omnichannel support (SMS, WhatsApp, Chat) Sara AI + Human escalation
Zoho Books Invoicing, products, financial records RPSA stage + Payment
Claude API AI validation (bulk units) Property enrollment

🤖 AI Components

Sara (Customer Support)

Bulk Units Validator