CRM & Sales Operations

Vantage provides a full suite of CRM tiles and workflow nodes that let you build customer relationship management directly into your operational dashboards. Combine Contact Manager, Company Manager, CRM Pipeline, and CRM Analytics tiles with automated workflows that enrich customer data from Stripe, Shopify, QuickBooks, and your own databases.

Score Leads and Manage Pipeline Automatically

Score incoming leads using AI and automatically route them through your sales pipeline.

Scenario: A B2B sales team receives leads from multiple sources (web forms, email inquiries, trade shows) and needs them scored, enriched, and assigned to reps automatically.

Workflow Steps:

1. Logical Trigger — Fire when a new lead record is created in the database
2. Database Query (PostgreSQL) — Pull the full lead record: name, company, email, source, inquiry details
3. Web Scraper — Enrich with company data: pull the prospect's company website for employee count, industry, and technology stack indicators
4. Database Query (PostgreSQL) — Check for existing customer/contact matches (deduplicate against current customers)
5. AI Enrichment — Score the lead (0–100) based on:
   • Company size and industry fit
   • Inquiry specificity (vague vs. detailed)
   • Source quality (referral > organic > paid)
   • Existing customer relationship history
6. Multi-Conditional — Route by score:
   • Score ≥ 80 (Hot) → Create Record (add to CRM as "Qualified") + Send Email to assigned rep with full lead brief
   • Score 50–79 (Warm) → Create Record (add to CRM as "Nurture") + Dashboard Output to pipeline review queue
   • Score < 50 (Cold) → Create Record (add to CRM as "Unqualified") + Add to automated nurture email sequence
7. Dashboard Output — Update:
   • CRM Pipeline Tile — New lead appears in the appropriate stage
   • CRM Analytics Tile — Lead volume and conversion metrics update
   • Contact Manager Tile — New contact is accessible
   • Metric Tile — Average lead score trend

Key Nodes: Logical Trigger, Database Query, Web Scraper, AI Enrichment, Multi-Conditional, Create Record, Send Email, Dashboard Output

Build a Customer 360 View with Health Scoring

Consolidate data from CRM, billing, support, and usage systems into a single customer health dashboard.

Scenario: A customer success team needs a unified view of each account — combining billing from Stripe, orders from Shopify, support tickets from Zendesk, and activity from the product database.

Workflow Steps:

1. Schedule Trigger — Run every 2 hours
2. List Customers (Stripe) — Pull all active customers with subscription status, MRR, and last payment date
3. Search Charges (Stripe) — Pull charge history for the rolling 90-day window
4. Shopify — Get Order Stats — Pull order frequency, AOV, and most recent order
5. Zendesk — List Tickets — Pull open tickets, average CSAT score, and ticket volume per customer
6. Database Query (PostgreSQL) — Pull product usage metrics: login frequency, feature adoption, and last active date
7. Join — Merge all five data streams on customer email/ID
8. Computed Column — Calculate composite health score:
   • Payment health: on-time payments, no failed charges
   • Engagement: login frequency, feature adoption breadth
   • Support: low ticket volume, high CSAT
   • Revenue: growing MRR, increasing order frequency
9. Data Validation — Flag rows with stale data (no activity in 30+ days) or mismatched records
10. Dashboard Output — Populate:
    • Contact 360 Tile — Full customer profile view with all data sources
    • Company Manager Tile — Company-level relationship view
    • CRM Analytics Tile — Aggregate health metrics
    • Comparison Tile — Health score this quarter vs. last quarter
    • Predictive Insights Tile — Churn probability predictions

Key Nodes: Schedule Trigger, List Customers, Search Charges, Shopify Get Order Stats, Zendesk List Tickets, Database Query, Join, Computed Column, Data Validation, Dashboard Output

Relevant Integrations: Stripe, Shopify, Zendesk, PostgreSQL

Forecast Revenue from Live Deal Progression

Track deals through pipeline stages and generate AI-powered revenue forecasts.

Scenario: A VP of Sales needs a live pipeline dashboard that shows deals by stage, predicted close dates, and a rolling revenue forecast — updated every time a deal moves.

Workflow Steps:

1. Schedule Trigger — Run every hour during business hours (8 AM – 6 PM)
2. Database Query (PostgreSQL) — Pull all active deals with stage, value, assigned rep, expected close date, and last activity date
3. Aggregation — Sum pipeline value by stage: Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost
4. Computed Column — Calculate weighted pipeline: deal_value * stage_probability (e.g., Proposal = 40%, Negotiation = 70%)
5. AI Enrichment — For each deal, predict the probability of closing based on:
   • Days in current stage vs. historical average
   • Rep win rate
   • Deal size relative to customer's historical spend
   • Last activity recency
6. Filter — Flag stale deals: no activity in > 14 days
7. Multi-Conditional — Route stale deals:
   • > 30 days stale → Send Email to VP of Sales (deal at risk)
   • 14–30 days stale → Send Message (Slack) to the assigned rep
8. Dashboard Output — Populate:
   • CRM Pipeline Tile — Visual pipeline with deal cards
   • CRM Analytics Tile — Conversion rates by stage, win rate by rep
   • Deal Detail Tile — Drill into any individual deal
   • Forecast Tile — 30/60/90-day revenue projection based on weighted pipeline
   • Scenario Planner Tile — Model: "What if we close 80% of Negotiation deals this month?"
   • Waterfall Tile — Pipeline additions, removals, and stage movements this period
   • Bar Tile — Pipeline value by rep

Key Nodes: Schedule Trigger, Database Query, Aggregation, Computed Column, AI Enrichment, Filter, Multi-Conditional, Send Email, Send Message, Dashboard Output

Automate Post-Sale Customer Onboarding

Trigger a structured onboarding sequence when a deal closes.

Scenario: When a deal moves to "Closed Won," the system should automatically create onboarding tasks, notify the customer success team, generate a welcome packet, and set up the initial dashboard for the new client.

Workflow Steps:

1. Logical Trigger — Fire when a deal's stage changes to "Closed Won"
2. Get Record — Retrieve the full deal and customer record
3. Database Query (PostgreSQL) — Pull the customer's contract terms, purchased products, and SLA tier
4. AI Enrichment — Generate a personalized onboarding plan based on the customer's industry, company size, and purchased products
5. Create Task (Jira) — Create onboarding tasks:
   • Kickoff call scheduling
   • Technical setup
   • Training session
   • 30-day check-in
6. Write PDF — Generate a welcome packet with contract summary, key contacts, and getting-started checklist
7. Send Email (Gmail) — Send the welcome packet to the customer with onboarding timeline
8. Send Message (Slack) — Notify the #new-customers channel: "🎉 {Company Name} just closed! {Deal Value}. CSM: {Rep Name}."
9. Update Record — Update the CRM record: set status to "Onboarding," assign CSM
10. Dashboard Output — Update:
    • CRM Analytics Tile — Revenue won this month
    • Gantt Tile — Onboarding timeline for the new customer
    • Step Tile — Onboarding progress tracker

Key Nodes: Logical Trigger, Get Record, Database Query, AI Enrichment, Create Task (Jira), Write PDF, Send Email, Send Message, Update Record, Dashboard Output

Relevant Integrations: Jira, Gmail, Slack, PostgreSQL

Example Dashboard: Sales Operations Hub

Build this dashboard to give your sales leadership full pipeline visibility, rep performance, and revenue forecasting.

Row 1 — Revenue Pulse

Row 2 — Pipeline

Row 3 — Analytics & Forecasting

Row 4 — Rep Performance & Customer Health

Row 5 — Activity & Deals at Risk

Row 6 — Company & Contact Management

Getting Started

To build your CRM:

1. Set up your database — Connect your PostgreSQL or MSSQL database containing customer and deal data
2. Add CRM tiles — Create a dashboard with CRM Pipeline, CRM Analytics, Contact Manager, and Contact 360 tiles
3. Build an enrichment workflow — Use Schedule Trigger + Database Query + Join to merge data from Stripe, Shopify, and Zendesk
4. Automate routing — Add Multi-Conditional nodes to route leads, flag stale deals, and trigger onboarding
5. Set up notifications — Add Send Email and Send Message nodes for rep alerts