See where leads stall, and what to log so they don't.
An interactive map of a B2B sales process. Follow the happy path from enquiry to signed deal, open up the stalls and loops where pipelines quietly die, and see the CRM activity that keeps every lead moving — then walk one lead through the whole thing.
One pipeline, four ways to read it
Switch views, click any box for its entry and exit rules, or walk a single lead start to finish.
Cadences and limits are suggested defaults — the structure is the point.
Three rules that keep a pipeline honest
Every hold has a date and a limit
Unresponsive, Not ready, Nurture, Negotiation, Deferred — a lead may wait in any of them, but never without a review date, a retry cadence and a limit that forces a decision.
The CRM loop runs under every stage
Follow-up scheduled, follow-up completed, reassess. Three records per touch — what is next, what happened, what changed — under Outreach, Discovery and Proposal alike.
Classification routes six kinds of enquiry
Qualified, Nurture, Disqualified, Existing customer, Partner or referral, Non-sales. Deciding what a lead is before anyone sells to it is what keeps the pipeline numbers meaning something.
Want this wired into your CRM?
This process is how our Contax CRM thinks about leads out of the box. We can map your pipeline the same way — stages, holds, limits and the fields worth logging — and build it into your tooling.
Talk to an Architect