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Flip360 CRM
v1.1 (DRAFT) — CEO causality correction. v1.0 described the CRM as the trigger surface for deal progression. That was wrong. The correct model: handshakes drive deals, engine drives money, CRM observes. v1.0 superseded same day. See the change log for the full correction record.
Overview L1 · Page L2 · Tools L3 · Seams L4 · $ Rules Debt Sign-off

The three rules (the architectural constitution)

These hold the whole picture together. Steer Co can overrule them — but only explicitly, with the trade-off named.

1
Handshakes drive deals. Engine drives money. CRM observes.
Deal lifecycle is not a salesperson UX flow. A deal advances stage if and only if a corresponding real-world handshake is signed and captured by the chain (H1 → H2 → H3a → H3b → H4). The commission engine consumes those signed events, advances the deal’s lifecycle state, and writes the ledger. The CRM renders that progression for human eyes — it never originates it.
Why it matters: This is what makes Flip360 fundamentally different from Salesforce/HubSpot/Pipedrive. In those tools the salesperson clicks "Move to Won" and the deal is Won. In Flip360, a deal is Won because the customer signed H4 — and nobody, including the salesperson, can make a deal Won without that signature. The handshake chain IS the source of truth. Without it, no $248M exit thesis.
2
Every conversation is a named handshake (a seam)
When two tools talk, they use a named, repeatable, idempotent seam (S1–S8). Each one has a contract: producer, consumer, payload, failure mode. New features can’t just "call into" another part — they go through a known seam.
Why it matters: This is what stops the system getting messy as we scale. The EA function (Claude under delegation) enforces this.
3
Court-defensible beats convenient
Whenever "easier UX" fights with "preserves audit trail," audit trail wins. Always. The handshake chain isn’t decoration — it’s why this thing survives disputes, regulator queries, and exit due-diligence.
Why it matters: Flip360 is a regulated money system (FASEA, ATO RCTI, Pine Lawyers) built for a $248M exit. Trade audit trail for UX once = destroy the exit thesis.
Audience: Steer Co (Matt, Carla, Corrina) + future hires + auditors. Source of truth: docs/ENTERPRISE_ARCHITECTURE.md (version controlled). EA function: Claude under delegated authority from CEO Matt.
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