A unified platform by CaliTech for developers, agencies, and investors to manage sales, portfolios, approvals, and financial operations with full transparency.
Sales teams operating in disconnected tools
Clients lacking real-time visibility
Management approvals handled manually
Finance and sales data misalignment
Missing audit trails and governance
Compliance and reporting gaps
4invest replaces fragmentation with structured control.
Unified architecture designed for scale
Central orchestration engine
Team productivity hub
Investor transparency
Financial oversight
Seven structured steps with built-in approval gates
Complete process adherence
Every action is tracked
Real-time oversight
Omnichannel communication powered by AI
Website Chatbot
First-contact engagement
Meta Platforms
Instagram, Facebook, WhatsApp
Client Portal
Secure investor messaging
Team Communication
Internal collaboration
Auto Summaries
Instant conversation insights
Intent Detection
Understand client needs
Priority Scoring
Urgency classification
Smart Actions
Suggested next steps
Activate what you need. Expand as you grow.
Sales Intranet + Client Portal
HR and Internal Operations
Installment & Financial Tracking
Reporting & Business Intelligence
Custom Hosting & Branding
Third-party Integrations
Enterprise-grade security and compliance
Granular permission controls
Management gates at every step
Complete activity tracking
Secure per-organization storage
Private or public cloud options
SOC 2, GDPR compliant
Unify sales, clients, finance, and operations with 4invest by CaliTech.