CRM Framework
Relationship intelligence system. Five-stage pipeline. Lead scoring. Health monitoring.
Five pipeline stages: Signal → Qualified → Conversation → Engaged → Retained. Lead scoring model — 70+ points triggers immediate human review. Relationship health monitoring — positive and risk signals tracked continuously.
Key concepts
- Data layer: Supabase Postgres + Cloudflare R2 (assets). All writes via mgp-api pattern.
- No Dataverse. No D365.
- Lead score threshold: 70+ = immediate human review
- CRM does not track time — it tracks relationship health and architecture readiness
- Conversion targets: Index→Conversation ≥30%, Conversation→Blueprint ≥50%, Blueprint→Stewardship ≥65%