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Tesoro CRM System Architecture - Complete Guide

Discover the complete architecture of Tesoro CRM: 8 core modules, 118+ pages, and enterprise-level functionality for modern real estate professionals.

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Tesoro CRM helps you close more deals by automating and optimizing every aspect of your real estate business. From lead capture to deal closing - everything works together to maximize your productivity.

This guide shows you how to use each module to generate more revenue and better serve your clients.

8 Core Business Modules

Tesoro CRM is built around 8 primary resource modules that support the complete real estate workflow:

  1. LEADS - Lead capture and qualification system
  2. CONTACTS - Complete contact management with property matching
  3. DEALS - 9-stage sales pipeline with real-time collaboration
  4. PROPERTIES - Advanced property management with 69+ attributes
  5. PROJECTS - Project management for large developments
  6. RELATIONS - B2B relationship management
  7. EMAILS - Thread-based email management with AI
  8. ACTIVITIES - Complete activity tracking and analytics

💡 Unified Component Architecture

Detailed Module Analysis

Contact/Lead Sub-Modules (10 Tabs per Contact)

  • INFO - Basic contact information and preferences
  • DEAL - Associated deals and pipeline status
  • EMAILS - Complete email history with threading
  • CALLS - Call logs with Twilio integration
  • MEETINGS - Meeting history and scheduling
  • TASKS - Task management per contact
  • nietES - notes with @mentions and AI translation
  • SMS - SMS communication history
  • WHATSAPP - WhatsApp Business integration
  • ATTACHMENTS - File management per contact

Advanced Property System

The property system contains 69+ enum types for complete property characterization: from basic types (status, type, contactType) to advanced features (energyRatingType, swimmingPoolType, windowsMaterialType). Plus Kyero MLS integration for 13 languages and 3 countries.

Communication Ecosystem

Multi-Channel Communication Hub

Tesoro integrates all communication channels into one system:

  • Twilio Calls - Enterprise telephony with real-time call events via Pusher WebSockets
  • Email Threading - Gmail API, Outlook API, and IMAP/SMTP integration
  • WhatsApp Business - Template-based messaging with pre-approved business templates
  • SMS Integration - Direct SMS sending via provider

Real-Time Collaboration

  • Pusher WebSockets - Per-user channels for live data sync
  • @Mentions System - Tag teamlids in notes, emails, deals
  • Audio nietifications - Sound alerts for critical events
  • Live Updates - Real-time refresh across all teamlids

AI & Automation

OpenAI Integration

  • Multi-Language Translation - Context-aware translation via OpenAI API
  • Custom AI Prompts - Template system for various business operations
  • Property Descriptions - AI-powered content generation per language

Smart Matching Algorithms

  • Property-Deal Matching - AI matches properties to deal requirements
  • Interest Scoring - Engagement-based property ranking
  • Reverse Matching - Find deals for specific properties

Business Process Automation

  • Deal Pipeline - Automated status transitions with business rules
  • Communication Templates - Automated WhatsApp and email templates
  • Lead Qualification - Automatic lead scoring and routing

🚀 Enterprise Infrastructure

Frequently Asked Questions

chevron_right How many pages does Tesoro CRM have in total?
Tesoro CRM has over 118 pages, built from 747+ Vue components. This includes all modules, sub-pages, settings, and detailed views per resource.
chevron_right What makes Tesoro CRM different from other CRM systems?
Tesoro is specifically built for real estate with AI-powered property matching, unified communication hub, real-time collaboration, and 69+ property attributes. Plus native OpenAI integration for multi-language support.
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