The Project
Soshiki is an enterprise-grade CRM platform built for businesses managing multiple companies from a single interface. It features a full sales pipeline with Kanban drag-and-drop, financial tracking with revenue and margin analytics, and an AI-powered email processing system that automatically categorizes and routes communications.
Key Features
- Multi-tenant architecture with subdomain routing — each organization gets isolated data with shared infrastructure
- CRM pipeline with Kanban boards, weighted deal probability, and automated stage transitions
- Financial dashboard tracking revenue, collections, margins, and expenses with profitability analysis
- LLM-powered email processing — AI reads incoming emails, extracts intent, and routes to the right contact/deal
- Rich collaboration via Lexxy editor for notes, document attachments, and full interaction timelines
- Bank statement import — parse spreadsheets to reconcile payments automatically
Technical Highlights
Built on Rails 8 with acts_as_tenant for shared-schema multi-tenancy. The frontend uses Hotwire (Turbo Streams + Stimulus) for real-time updates without page reloads. Background jobs via Solid Queue handle email processing, PDF generation (Prawn), and spreadsheet imports (Roo). The AI layer uses ruby_llm to connect to OpenAI GPT models for intelligent email categorization.