Platform Module · Stage Foundations

CRM

CRM captures every client, contact and interaction in one place, then scores relationships so business development effort lands where it converts.

Planned capabilities

  • Client and contact records with sector and record-type classification
  • Interaction timeline: calls, meetings, site visits and emails
  • Opportunity pipeline linked directly to tender records
  • Capability statements and marketing collateral per client

In development

This is a placeholder workspace for the CRM module. Screens, data models and Aria integrations will be built here as the staged roadmap progresses. The structure, navigation and routing are already in place so functionality can drop straight in.