How We Designed Multi-Tenant CRM Workflows Without Chaos

Building a multi-tenant SaaS CRM is hard. Building one with powerful workflow automation that doesn't leak data between tenants? That's even harder.

The Challenge

Every tenant needs complete data isolation, but workflows often need to access shared resources like email templates or AI models.

Our Approach

We use PostgreSQL Row-Level Security (RLS) combined with a tenant context middleware to ensure every query is automatically scoped to the correct tenant.

Workflow Isolation

Workflows run in isolated execution contexts with tenant_id injected at runtime. This prevents accidental cross-tenant data access while allowing shared workflow templates.

Performance at Scale

With proper indexing and connection pooling, our architecture handles thousands of concurrent workflow executions without breaking a sweat.