Tools & Dashboards · Forthcoming Q4 2026
CRM Pipeline Dashboard
Segmented pipeline view across LP / lender / sponsor / vendor contact lists. Lifecycle stage per contact, last-touch date, follow-up triggers, segmentation tags.
A. Best for
- Capital-markets advisors
- BD teams
- IR functions
B. What it tracks
- Segmented pipeline (LP / lender / sponsor / vendor)
- Lifecycle stage per contact
- Last-touch date and next-touch trigger
- Segmentation tags
- Stale-record flags
- Win-rate by segment
C. Inputs & outputs
Inputs you provide
- CRM export (CSV)
- Lender Registry
- Outreach logs
Output formats
- HTML dashboard
- XLSX pipeline export
D. Pair with your AI CRE team
The dashboard is the surface; the agents and skills are what fill it. Add these to your stack in the Company Builder.
Agents (2)
- CRM Manager
- Business Development Associate
Skills (2)
- CRM Hygiene Audit
- Lender Feedback Memory Builder
Data products (2)
- Lender Registry
- Internal CRM
- Model-agnostic. Use with Claude, ChatGPT, Gemini, or any reasoning model that fills the data source.
- No platform lock-in. HTML and React-ready versions ship as portable files — embed in Notion, internal portals, or static hosting.
- Human review required. The dashboard surfaces outputs the team has produced; the team produces — you review before any output leaves the firm.
- One-time purchase. No subscription. Versioned updates ship as patches; major rewrites are separate SKUs.
Add to your stack
Bundle with the agents that fill it.
A dashboard without the team that fills it is a static template. Open the Company Builder, add the CRM Manager agent, the CRM Hygiene Audit skill, and this dashboard — three SKUs, one workflow.