00Platform
Software that doesn’t just manage work. It gets work done.
From managing projects and customers to coordinating teams and executing the work, Zelleo brings all of it together and puts AI agents to work alongside your team.
A model can be swapped in an afternoon. The organised record underneath it cannot.
01One record underneath · Land and Socket
The software your business actually runs on.
Permissions are set once, and everything obeys them.
01 One organised record
Land RecordTower B · one record
| Object | Type | Linked | Last change |
|---|---|---|---|
| Tower B | Project | 184 units · 3 contracts | Schedule · today |
| Steel yard, south | Supplier | 2 open commitments | Commitment · 09:40 |
| Meera Iyer | Buyer | Enquiry · site visit | Pulse · 10:02 |
| Weekly client call | Meeting | 1 promise → task | Boardroom · Tue |
- A. Projects, units, contracts, schedules, suppliers, buyers, documents, policies and permissions, held in one place.
- B. A deal in Pulse, a task in Crew and a commitment in Boardroom are not separate systems. They are views of the same record.
- C. One audit trail: what was proposed, approved, by whom and why, beside the records it changed.
02 Set once
Permissions · set onceEvery product and agent obeys them
| Role | Sales plot | Finance plot | Site plot | Partner room |
|---|---|---|---|---|
| Sales agent | Read · write | - | Read | - |
| Finance lead | Read | Read · write | - | - |
| Site engineer | - | - | Read · write | - |
| Steel yard (partner) | - | - | - | One room |
- A. Permissions once. Access is defined in the platform and every product and agent works inside it.
- B. Plots per team: a separate space for a team or workflow, with its own data access, models and rules.
- C. A partner’s agent sees one room and nothing else.
03 Controlled, per person
Socket · live connectionsToday
| Model | Acting for | Inherits | Last read |
|---|---|---|---|
| Approved model A | Sales agent | Sales plot | Unit price list · 10:04 |
| Employee assistant | A. Rao, Legal | What A. Rao can see | Sale agreement v4 · 09:12 |
| Partner agent | Steel yard | One room | Delivery window · 08:55 |
| Model C (candidate) | - | Blocked until Verdict passes | - |
- A. A model connecting through Socket inherits the permissions of the person it acts for, rather than the permissions of whoever installed it.
- B. Any approved model: open-weight, licensed or trained on your own data.
- C. Changing the model moves no records, rules or logs.
02How it works
Your data, any assistant, same permissions.
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Organise the record.
Build the Land Record: one shared memory of your customers, files, meetings, deals and decisions.
SourcesFeeding one record
| Source | Objects | Age |
|---|---|---|
| Construction programme | 1,240 | 12 min |
| Procurement sheet | 3,900 | 1 h |
| Pulse enquiries | 620 | live |
| Boardroom | 88 | live |
- A. Information carries its age, so nothing acts on a feed that has gone stale.
How it works
- 01Projects, documents, transactions, policies and permissions arrive from the systems you already keep.
- 02Each becomes an object in one record, linked to the others.
- 03Every change is kept beside the record it changed.
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Set permissions once.
Access is defined in the platform and every product and agent works inside it.
Plot · SalesRules
| Rule | Value |
|---|---|
| Data | Leads, units, prices |
| Models | Approved model A |
| Outside sharing | Person only |
- A. An agent needing a permission that no human role has is a design error, not a configuration option.
How it works
- 01Define roles and Plots once, in the platform.
- 02Every product and agent reads through the same rules.
- 03What an agent may read is enforced when data is fetched, not by an instruction.
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Let approved models act.
Any approved AI plugs in with the permissions of the person using it.
SocketEmployee assistant
| Asked for | Result |
|---|---|
| Sale agreement v4 | Allowed · A. Rao can open it |
| Finance plot · invoices | Refused · outside role |
- A. An employee’s assistant sees what that employee can see.
How it works
- 01Approve a model: open-weight, licensed or trained on your own data.
- 02It connects through Socket and inherits the permissions of the person it acts for.
- 03Swap it later without moving records, rules or logs.
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Prove it with Verdict.
Every model tested on your own tasks before it is used, a gate that stops it going live until it passes, and a drift alarm when live scores slip.
Model GateGolden Set · buyer replies
| Model | Score | Result |
|---|---|---|
| Current | 88 | Live |
| Candidate A | 91 | Passes |
| Candidate B | 79 | Stays out |
- A. A new model must pass the Golden Set, or the old one stays.
How it works
- 01Write your own questions with known good answers.
- 02Score every candidate model against them.
- 03Only a model that passes goes live, and live scores keep being watched.
03The six products
Each built for one job. All six share one record of your business.
A deal in Pulse, a task in Crew, a promise made in Boardroom and a target in Margin are part of one picture rather than six.
- 01PulseEnquiries that go cold before anyone replies. One inbox for every channel, a reply inside minutes, a portal for every prospect, quotes drafted from your rate library for a person to approve, and e-signature. Your team takes over at the signed quote.
- 02CrewFiles and tasks nobody can account for. Each file sealed to the people who should see it, every open, edit and share logged, and a room per project or partner.
- 03BoardroomDecisions made in meetings and lost after them. The meeting recorded and transcribed, the moments that matter pinned to the documents they concern, and commitments turned into tasks with owners and dates.
- 04MarginQuotes sent without checking the target. Each quote checked against the number you need to hit, drafted from your own costs and past results, with nothing below the floor sent without a named approver.
- 05CouncilRoutine approvals queued behind busy people. The limits your managers sign off, applied to routine decisions as they happen, with everything outside them escalated with its reason and traced.
- 06VerdictNo way to tell if a model is good at your work. Every model tested on your own tasks before it is used, a gate that stops it going live until it passes, and a drift alarm when live scores slip.
04Sectors
Starting with real-estate and construction operations.
- 1Real-estate developmentThe bottlenecks that cost a development project money after the price is agreed, and how Zelleo orders against your construction schedule instead of against a shortfall.
- 2Construction operationsZelleo reads the construction schedule and acts on it before anyone on site notices a shortfall: computing what is needed, asking your suppliers, and matching the freight in the same step.
- 3Construction supply chainBuilders, material suppliers and transporters working from one schedule, so material arrives when the work needs it.
Real-estate operations is Zelleo’s first industry application, not the whole company.