Integrated Property Lead, Associate & Transaction Management (PRD v3.0) · one source of truth per data type · by Aman Shukla · August 2026
Business data Limited / whitelisted visibility Automation (Flow) Controlled external share Read-only sync Audit trail● Hover an app to highlight its flows · scroll sideways
External
Portal · restricted intake
Core · master record
Work apps
Insight & people
Associates
4 levels · mobile one-screen intake · lose access after submit
Counterparties
developers · investors · funders — reached only via approved introductions
Permission-aware dashboards · weekly control pack (read-only)
Zoho Cliq
Alerts & approval links — never the official record
Partners & team
Coordinators · reviewers · partners — each sees only their slice
🔒 Immutable audit logEvery login, view, edit, stage change, upload, download, share, approval, export — and every denied attempt — recorded with user, old/new values and timestamp. Business users cannot alter or delete it. Searchable & exportable by authorised roles only.
Default-deny everywhereEvery arrow into an app passes role → record → field → document → action checks. What isn't explicitly granted is denied — and the denial is logged.
One source of truth per data typeCRM owns business records, WorkDrive owns files, Projects owns tasks, the Calendar owns availability. Analytics only reads; Cliq only links. Nothing is mastered twice.
The confidentiality seamsAssociates see only the amber flows — a neutral reference and nine whitelisted statuses. Counterparties see only the red flow — a partner-approved, recorded package. Everything else stays inside.