Master Production Build 5
Operate the Probate Happens™ platform from one connected workspace.
Accounts, subscriptions, commerce, CRM, support, reporting, and governance now work together.
Customer Accounts
Profiles, access, household context, and account status.
Subscriptions
Plans, renewals, benefits, and status.
Commerce
Orders, revenue, products, refunds, and fulfillment.
Customer CRM
Families, partners, activity, notes, and next actions.
Support Center
Cases, priority, ownership, and resolution.
Business Analytics
Acquisition, engagement, conversion, and retention.
Reporting Center
Executive, operational, partner, and learning reports.
Administration
Roles, permissions, feature controls, and audit history.
Integration Hub
CRM, email, payments, analytics, and content services.
Revenue Launch Roadmap
Track product readiness, Payhip, PayPal, Lulu, third-party tools, testing, and launch blockers.
Production Governance
Security, privacy, legal, accessibility, and launch gates.
National Platform
State guidance, language access, accessibility, mobile, enterprise, and launch readiness.