convert system
CRM & Pipeline
Create a practical CRM structure for ownership, stages, history and next action.
Designed outcomeOne reliable view of every commercial opportunity
When it becomes relevant
- Opportunities live in inboxes
- Pipeline data cannot be trusted
What we build
- CRM architecture
- Lifecycle and ownership model
System components
- Lead and account records
- Pipeline controls
What progress looks like
- Pipeline hygiene
- Stage conversion