What it does for you

CRM is the central hub for contacts. Webinar signups and prospects have been merged into one entity. Each contact has a lifecycle_stage (subscriber, lead, mql, sql, opportunity, customer, evangelist), an auth_user_id if they have access, tags, source UTMs.

The 360 page shows in one view: bookings, Inbox conversations, Fathom transcripts, audits, Counsel transactions, Studio drafts mentioning the contact, notes, captured objections.

You can annotate, tag, move down the pipeline, kick off an audit, a closing, or a sequence. The 5-role RBAC (super_admin, admin, manager, sales, viewer) controls what each workspace member sees.

How it works

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
Fathom 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

super_admin (Jean), admin (workspace owner), manager, sales, viewer. Supabase RLS gates read access, not just UI.

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

Each /r/<code> is attributed to the contact via sda_ts cookie. The visitor becomes identifiable, their page views feed the 360 page.

CRM