CRM
One page per contact. Everything you know, everything you said, everything they paid. Lifecycle pipeline, call transcripts, notes, knowledge base.
Overview
The CRM keeps all your contacts in one place: prospects, webinar signups, clients. Each contact moves through your pipeline, from first touch to loyal client. You see their tags, where they came from and their member access if they have one.
The 360 page shows in one view: bookings, Inbox conversations, call transcripts, audits, Counsel transactions, Studio drafts mentioning the contact, notes, captured objections.
You can annotate, tag, move along the pipeline, kick off an audit, a closing or a sequence. Five roles control what each team member sees.
What the module does
360 page
Everything about a contact in one scroll. No tab switching.
- Identity and contact info (LinkedIn auto-enriched if available)
- Past and future bookings
- Linked Inbox threads
- Recorded calls with summary and transcript
- Strategic audits done
- Counsel invoices and payments
- Freeform notes and tagged objections
Lifecycle pipeline
Seven standard stages, customizable per workspace. Each transition is tracked with timestamp and author.
5-role RBAC
Owner, admin, manager, sales, viewer. Each person only sees what their role allows. The protection applies to the data itself, on top of the screen.
Knowledge base
A mini knowledge base per contact. Drop their preferences, constraints, behavior signatures. The Inbox agent reads it.
Activity timeline
Cross-module chronology of every interaction. Filter by type, author, period.
Tracked links
When a contact clicks one of your tracked links, the visit is tied to them. The pages they view are added to their file.
How to use it
- 01
Import
LinkedIn CSV, webinar export, or capture via Pages form.
- 02
Enrich
LinkedIn enrichment fills photo, title, employer, headline.
- 03
Tag
You put the contact at the right pipeline stage. You add business tags, for example their awareness level.
- 04
Activate
Send a sequence, kick off an audit, assign to a sales rep.
- 05
Close
When opportunity, hand over to Counsel for quote and signature.