CRM — Customer Pipeline (platform tool)

Track leads, contacts, accounts and deals on a drag-and-drop pipeline — from first contact to paying customer.

What it is

The CRM is your venture's own customer pipeline. It shows who you're talking to, what stage each deal is at, and what's likely to close. It runs on the same engine Innovation Centers use for their own CRM, set up for a founder: you have full access to everything, with no roles to configure.

It has four views: Pipeline, Accounts, Contacts and Reports.

Your pipeline stages

Every venture starts with five stages:

| Stage | Meaning | |---|---| | Lead | Someone you've identified | | Contacted | You've reached out | | Interested | They've shown real interest | | Customer | Won. Probability is set to 100% and today's date is recorded as the close date | | Churned | Lost. A reason is required |

Working the pipeline

• New Deal: title, stage, value (AED by default), optional account and contact, probability, expected close date and notes.
• Drag a deal between columns to move it. On mobile, stages appear as collapsible sections, and you move deals from the deal card.
• Moving a deal to Churned asks for a loss reason. Moving it back to an open stage reopens it.
• Each column shows its deal count and total value. The header shows total open deals and open value.
• Filters: owner, stage and expected close date range.
• Click a deal to open its detail panel. From there you can edit it and log activities: call, email, WhatsApp, meeting, note, task or other. Calls, emails and WhatsApp need a direction (inbound or outbound), and tasks need a due date.

Accounts and Contacts

• Accounts are companies or households: name, type (B2B or B2C), segment, region, status (active, inactive or churned) and notes.
• Contacts are people: name, role, email, phone, WhatsApp, preferred language (English or Arabic), primary-contact flag, opt-out and notes. They can be linked to an account.

Reports

• Pipeline: open deals, open value, won and lost counts, plus deals and value by stage.
• Activity: total activities over the last 90 days, by type.

Getting started

Add the 3–5 people you're already talking to as contacts, create one deal each, and place them in the right stage. Then update the board after every conversation.

Open CRM