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system-prompts-and-models-o.../dealix/docs/growth/CRM_PIPELINE_SCHEMA.md
Sami Assiri f79c69ff25 ci(dealix): root GitHub workflows, ai-company track, full Dealix API tree 
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CRM Pipeline Schema

Stages

  1. Lead — identified but not contacted
  2. Contacted — outreach sent
  3. Replied — positive or asking questions
  4. Demo Scheduled — calendar confirmed
  5. Demo Completed — call happened
  6. Proposal Sent — offer extended
  7. Pilot Started — 1 SAR paid, trial active
  8. Customer — converted to paid plan
  9. Churned — cancelled (with reason)
  10. Lost — not converting (archive)

Fields (minimum)

  • Name, Email, Phone, Company, Role
  • LinkedIn URL
  • Industry, Company size
  • Source (organic/paid/referral/partner)
  • First contact date
  • Last activity date
  • Stage + days in stage
  • Deal size (estimated)
  • Notes

Tools

  • Today: Google Sheets
  • Month 1: HubSpot Free
  • Month 6: HubSpot Professional or Pipedrive