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2026 · Designer & developer

Portfiva CRM

WhatsApp-first CRM for real estate professionals

  • Python
  • Flask
  • PostgreSQL
  • SQLAlchemy
  • Socket.IO
  • Gunicorn · gevent

Private codebase — no public repository link.

Portfiva CRM dashboard showing pipeline metrics and activity overview
Stack
Flask · PostgreSQL
Realtime
Socket.IO · gevent
AI providers
Anthropic · Google · Groq
Visibility
Private codebase

Problem

Small real-estate teams run their pipeline through scattered WhatsApp threads, spreadsheets and email. Nothing connects conversations to deals, tasks, documents or accounting, so follow-ups get lost and reporting is guesswork.

Approach

  • CRM core: contacts, companies, deals and pipeline stages with activity timelines and assignment.
  • Real-time collaboration over Socket.IO with push notifications for pipeline and activity events.
  • Workflow automation engine with a visual canvas, versioning and execution tracking.
  • AI assistants on Anthropic, Google and Groq models for drafting, sentiment analysis and routing.
  • Integrations for Google Workspace (Calendar/Contacts OAuth sync), QuickBooks invoicing and Telegram.
  • Security hardening: Flask-Login sessions, JWT API authentication, rate limiting, CSRF origin enforcement and permission checks across routes.
Portfiva CRM contact and deal management view
Contacts and deals with activity context in one place.

Impact

  • Private, proprietary codebase — the real product screenshots above are from the working application.
  • Modular monolith with a documented architecture, 40+ database migration scripts and a separate super-admin panel.
  • Automated test suite covering 20+ feature phases, from pipeline and email to security and workflow reliability.