One lead in. One customer out. One record throughout.
Follow one lead — Sarah Kim at Meridian Health — from a contact form all the way to a paid, delivered, nurtured customer. Eight stages. Zero re-keying. Zero glue.
- 01 · Lead lands12:03 PM
A contact form submits — the record exists a second later.
Whatever surface the lead comes through — landing page form, chat, imported list, referral — it drops into your CRM as a live record. No hand-off, no CSV, no 'let me forward this'.
Referrer, campaign, IP location, and enrichment (LinkedIn, tech stack, company size) attach automatically.
- 02 · AI scores + routes12:03 PM
The AI qualifier scores it — before your rep sees it.
Every lead is scored against your ICP model in the same second it lands. If the score clears your threshold, the lead is auto-routed to the right rep based on territory, product line, or round-robin.
Cold leads still enter your nurture flow, so nothing rots in a spreadsheet.
- 03 · Deal appears12:04 PM
A deal card materializes in the right pipeline.
Pre-filled from the lead: contact, company, value estimate, owner, expected close, win probability. Your rep opens the CRM and there it is — ready to work.
Every email, call, and meeting logs to the deal automatically. No 'update the CRM' Fridays.
- 04 · Deal winsJul 24
The rep marks it won. The record doesn't move — it grows.
Won status locks in value, payment structure, and contract. DocuSign fires. The deal doesn't graduate to another tool — it stays on the same record, now with an active contract attached.
50% upfront invoice generates automatically from the payment structure you set on the deal.
- 05 · Project spawnsJul 25
A project spawns from your template. Milestones, tasks, and PM assigned.
The deal's product/service dictates which template fires. Milestones, task dependencies, assignees, and file structure are pre-built — your team starts DELIVERING, not configuring.
Kickoff meeting auto-scheduled from the PM's calendar availability.
- 06 · Portal opensJul 25
A branded portal opens for the client. Magic-link, no password.
Same record, different lens. Your client sees the milestones, files, invoices, and can chat with your team — all inside a portal branded to your business.
You control what they see: everything, or a curated subset. Intake forms unlock work stages.
- 07 · Invoice sendsJul 26
Invoice generates from the deal's payment structure.
Stripe Connect on the receiving side. Reconciled to the deal that generated it — you always know which deal produced which cash. No manual reconciliation across three tools.
Client pays inside the portal. Receipt sends automatically. Deal balance updates.
- 08 · AI nurture+30d, +90d, +11mo
The nurture agent takes over — check-ins, upsells, renewals.
Post-delivery, the customer success agent runs a schedule you define: 30-day check-in, 90-day upsell scoring, 11-month renewal reminder. Under a budget you set.
Every action logged with reasoning, cost, and outcome. You approve renewals, the agent drafts them.
Three principles the whole platform follows.
One record, many lenses
Sales sees the deal. PM sees the project. Client sees the portal. Finance sees the invoice. Same record, different views — no re-keying.
Automation is the default, not an add-on
Every stage transition can trigger the next — deal-won → project spawn → invoice → chat message. Zapier isn't a strategy, it's a workaround.
One click, not one integration
The 'connect Stripe' step isn't wiring an API. It's a toggle. Same for QuickBooks, Slack, Gmail. If it's supported, it's a click.
See it on your own data.
14-day free trial. Import your existing CRM, or start with a blank slate. No credit card required.
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