CRM
A fully embedded CRM, not a third-party integration. Companies hold the firm-level record (parent for contacts and deals), Contacts are the human layer the agency calls back, Leads sit at the top of the funnel waiting to be qualified, Deals carry monetary value and pipeline stage, and Pipelines themselves are data — configurable per team, with stage analytics surfaced live on the dashboard's Pipeline & Stage Analysis chart.
Every section, explained.
4 working sections inside CRM — each one a screen we designed, built and tested in the live system.
Deals Pipeline
Individual people associated with companies or leads, storing names, emails, phone numbers and other communication details — the human layer of the CRM that account managers actually pick up the phone to.
- Name, email, phone and communication details per contact
- Linked to parent company or originating lead
- Searchable people directory with role / title fields
- Reusable across deal records and activity history
Leads — Funnel Capture
Potential customers and prospects in the early stages of the sales funnel, captured for follow-up and qualification — the holding tank between a public form submission and a fully qualified contact.
- Top-of-funnel capture for unqualified prospects
- Promote a lead to a contact + deal once qualified
- Lead-source attribution for inbound campaigns
- Surfaced on the dashboard's Leads metric tile
Pipelines — Configurable Workflows
Customisable sales workflows (e.g., "pipeline1") that organise deals into sequential stages for forecasting and process management — with the dashboard's Pipeline & Stage Analysis breaking deal value down per pipeline.
- Multi-stage sales workflows configurable per team
- Sequential stage definitions for forecasting
- Powers the dashboard's Pipeline & Stage Analysis chart
- Multiple pipelines run side-by-side (sales / creative / partner)
Contacts
Customisable sales workflows (e.g., "pipeline1") that organise deals into sequential stages for forecasting and process management — with the dashboard's Pipeline & Stage Analysis breaking deal value down per pipeline.
- Multi-stage sales workflows configurable per team
- Sequential stage definitions for forecasting
- Powers the dashboard's Pipeline & Stage Analysis chart
- Multiple pipelines run side-by-side (sales / creative / partner)
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