CRM Intelligence

Contacts & Pipeline

1,658 contacts · revenue system, not a list. Ranked by what to do, who owns it, and what it’s worth.

Highest leverage this week most likely to close × value × urgency

⚡ Do these 5 things first

Ranked by expected dollars at risk if ignored.

$—
Expected GCI in queue
Score = close-probability × est. GCI × urgency. Active-deal cleanup outranks pursuit because revenue on the books beats revenue at the door.
This week leading indicators — manage inputs
The four buckets workable count + estimated pipeline value
Pursue by cohort
Overdue vs cadence (▲/▼) · days since touch · est. value · one-tap ☎ call / ✉ email.
Est. value = avg GCI ($30k @ $1.2M × 2.5%) × close-probability (Hot 35% · Warm 15% · Seller 12% · Past 8% · Sphere 5% referral).
Systematize

Contact cadence rules

“Decaying” = overdue against its own cadence, not arbitrary.

Reactivation — cheapest leads

Already-paid-for contacts sitting idle. Biggest untapped asset.

Touches this week: 0 / 100 · owner: VA / automate