Context
A digital business with several sales reps selling at once. Its sales process lived in a system built on Airtable.
Problem
The system never quite fit the whole sales process, and it relied on automations that kept failing.
Leads and opportunities
A pipeline built on the stages of the real sales process, instead of a base bent to fit.
Payments
The CRM includes payment tracking.
Commissions per agent
Commissions are handled per agent inside the CRM itself.
Role permissions
Each person sees and edits only what belongs to their role.
The pieces of the system and how they connect. A diagram of the case, not a product screenshot.
A CRM built around its sales process, with leads, opportunities, payments, commissions per agent and permissions by role.
