Start state
Model the customer
Create accounts, contacts, buyers, opportunities, products, projects, and tasks.
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Production workspace access is gated while the CRM data plane is being rebuilt.
Request accessCRM
Run accounts, contacts, opportunities, tasks, conversations, and products in one workspace.
A working CRM core with account/contact management, pipeline, tasking, conversations, products, reports, and admin controls.
Built for
Teams replacing fragmented spreadsheets, point tools, and disconnected activity logs.
Availability
Implemented locally; deployment credentials separate
The CRM core exists across accounts, contacts, opportunities, tasks, products, reports, and admin routes. Production launch still depends on deployment credentials and smoke proof.
Build/typecheckProduction credentialsPost-deploy smoke
Revenue command
Account workspace
PipelineBy stage
TasksPrioritized
SignalsUnified
Product Theater
Inspect the workflow before signup
Each step shows the start state, CRM.me action, result state, and proof language for this product route instead of relying on generic feature copy.
Revenue command
Pipeline
Lead
Qual
Prop
Won
Forecast
$2.4M
Committed
+18%
QoQ
Revenue command
Account workspace
Desktop, tablet, and mobile route captures · poster revenue-command.png · fallback revenue-command.png
Interface preview, not release proof
CRM.me action
Model the customer
Create accounts, contacts, buyers, opportunities, products, projects, and tasks.
Result state
By stage
Pipeline moves into the product surface without losing record context.
Proof
CRM claims map to existing app routes and production build output.
No fake customer count or revenue uplift language is used.
Workflow
How the workflow moves from signal to action
Every page maps to shipped CRM.me surfaces or explicitly calls out the production credentials required before a workflow goes live.
1
Model the customer
Create accounts, contacts, buyers, opportunities, products, projects, and tasks.
2
Capture the work
Log email, campaign, meeting, document, and conversation activity.
3
Operate the pipeline
Use dashboards, reports, alerts, and admin governance to manage revenue.
Core records
Keep the CRM objects that revenue teams rely on.
- Accounts
- Contacts
- Opportunities
- Tasks
Revenue workflows
Connect pipeline work to activity and follow-up.
- Campaigns
- Meetings
- Documents
- Conversations
Operational control
Give managers and admins visibility into the system.
- Reports
- Dashboards
- Roles
- Audit logs
Claim Guardrails
Source-verifiable launch copy
These pages avoid fake customer counts, fake certification language, fake marketplace approval claims, and unsupported revenue-lift claims.
CRM claims map to existing app routes and production build output.
No fake customer count or revenue uplift language is used.
Server credentials remain a separate production deployment gate.
Related Workflows