What can you actually do — and where are the gaps?
CAPABILITY MAP: SALES CRM & RFP
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CAPABILITY MATURITY GAP? CATEGORY
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CRM: CONTACTS + SEARCH
Contact CRUD + search ████░ (4) Core
Contact detail + linked entities ███ █░ (4) Core
CSV import ██░░░ (2) Supporting
Contact tagging + status ████░ (4) Supporting
CRM: DEALS + PIPELINE
Deal pipeline (kanban) ████░ (4) Core
Deal detail + stakeholders ████░ (4) Core
Dashboard + monthly goals ████░ (4) Supporting
Pipeline summary ████░ (4) Supporting
CRM: RELATIONSHIPS
Venture-Deal bidirectional link ████░ (4) Core
Stakeholder roles + influence ███░░ (3) Core
Company entity █░░░░ (1) GAP Core
Property registry █░░░░ (1) GAP Supporting
RFP: CORE WORKFLOW
Venture kanban (5-stage) ████░ (4) Core
Venture detail + questions ████░ (4) Core
Document upload (PDF/DOCX) ███░░ (3) Supporting
RFP question management ████░ (4) Core
RFP: AI PIPELINE
AI auto-fill from library ███░░ (3) Core
Answer Library ██░░░ (2) GAP Core
Review Queue + My Queue ██░░░ (2) GAP Core
AI Loop (answer generation) ██░░░ (2) Core
Deck generation ██░░░ (2) Supporting
RFP: ANALYTICS
Analytics dashboard ███░░ (3) Supporting
Compound Rate Tracking █░░░░ (1) GAP Core
RFP Type Detection █░░░░ (1) GAP Supporting
PLATFORM
Auth (Clerk + multi-tenant) ░░░░░ (0) CRITICAL Core
Navigation + breadcrumbs █████ (5) Supporting
Sales Forecasting algo █░░░░ (1) GAP Core
Stripe payments █░░░░ (1) GAP Supporting
Activity logging █░░░░ (1) GAP Core
Task management █░░░░ (1) GAP Supporting
Calendar ░░░░░ (0) GAP Supporting
Global search █░░░░ (1) Supporting
Go/No-Go scoring ░░░░░ (0) GAP Core
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Maturity Assessment
| Capability | Level | Evidence | Category |
|---|---|---|---|
| Contact CRUD | 4 — Managed | 23 contacts, table/grid, search, pagination, edit. Production use. | Core |
| Contact detail | 4 — Managed | Breadcrumbs, linked RFP ventures with roles/influence, linked deals. | Core |
| Deal pipeline | 4 — Managed | 4-stage kanban, drag-drop, cards/table/kanban toggle, 1 live deal. | Core |
| Deal detail | 4 — Managed | Stage, value, probability, close date, stakeholders, linked RFP, activity timeline. | Core |
| Venture kanban | 4 — Managed | 5-stage, 3 ventures, drag-drop, cards/kanban toggle. | Core |
| Venture detail | 4 — Managed | Questions table, linked deal, linked contacts with roles, AI buttons. | Core |
| Venture-Deal link | 4 — Managed | Bidirectional — visible from both sides, Unlink button. | Core |
| Navigation | 5 — Optimised | 6 top-level modules, sidebar per module, breadcrumbs on detail pages. | Supporting |
| Dashboard | 4 — Managed | Pipeline summary, goals, quick actions. | Supporting |
| RFP questions | 4 — Managed | 10 questions per venture, category/priority/status. | Core |
| AI auto-fill | 3 — Defined | 70% rate displayed, AI Loop button. Needs library data to prove. | Core |
| Document upload | 3 — Defined | UploadThing configured (PDF/DOCX 16MB, TXT 4MB). | Supporting |
| Analytics | 3 — Defined | Auto-fill rate, approval rate, compound rate placeholder, value metrics. | Supporting |
| Stakeholder roles | 3 — Defined | Economic Buyer role, influence levels, description field. | Core |
| Answer Library | 2 — Repeatable | Page exists, confidence tiers. Empty — needs first approved answers. | Core |
| Review Queue | 2 — Repeatable | Queue page, My Queue, confidence filtering. Blocked by permissions. | Core |
| AI Loop | 2 — Repeatable | Button exists on venture detail. End-to-end flow unverified. | Core |
| CSV import | 2 — Repeatable | Feature exists, not verified with real data. | Supporting |
| Deck generation | 2 — Repeatable | Button exists, requires answered questions. | Supporting |
| Company entity | 1 — Initial | Company as contact field only. No standalone pages. | Core |
| Property registry | 1 — Initial | Address data on contacts/ventures. No standalone entity. | Supporting |
| Sales Forecasting | 1 — Initial | Algorithm built in agency lib, page exists, server action not wired. | Core |
| Compound Rate | 1 — Initial | Algorithm built, analytics page renders placeholder. | Core |
| RFP Type Detection | 1 — Initial | Algorithm built, upload flow exists, not integrated. | Supporting |
| Stripe payments | 1 — Initial | Backend complete (Phase 10.1), webhooks pending. | Supporting |
| Activity logging | 1 — Initial | Timeline UI on deal detail, "Log First Activity" button. 0 entries. | Core |
| Task management | 1 — Initial | Page exists, create flow, status cards, empty state. | Supporting |
| Global search | 1 — Initial | Contact search works. Other entities not searchable. | Supporting |
| Auth | 0 — Broken | REGRESSION: infinite redirect loop. PostgreSQL 22P02. App inaccessible. | Core |
| Go/No-Go scoring | 0 — Not Built | Qualification stage exists in kanban. No scoring checklist UI. | Core |
| Calendar | 0 — Not Built | Nav link exists only. | Supporting |
Gap Analysis
| Priority | Capability | Why Critical | Investment |
|---|---|---|---|
| P0 | Auth fix | App completely inaccessible. Blocks ALL usage and validation. | Fix (1-2 days) |
| P0 | Convex permissions | Blocks answer library, review queue, ventures list — the entire RFP pipeline. | Fix (0.5 day) |
| P1 | Answer Library seeding | Auto-fill flywheel can't spin. Core value prop unproven. | Process 1 real RFP (5 days) |
| P1 | Sales Forecasting wiring | Algorithm built, page built. Pure wiring work. | Wire (1 day) |
| P1 | Compound Rate wiring | Algorithm built, placeholder exists. Pure wiring. | Wire (1 day) |
| P2 | Company entity | "Show me everything with ABC Corp" is the most basic CRM question. | Build (5 days) |
| P2 | Activity logging | Timeline exists but 0 entries. CRM without activity history is a rolodex. | Build (3 days) |
| P2 | Go/No-Go scoring | Stop wasting bid prep time on unwinnable RFPs. | Build (3 days) |
| P3 | RFP Type Detection | Reduces manual classification on upload. | Wire (2 days) |
| P3 | Stripe webhooks | End-to-end payment flow for pilot conversion. | Wire (2 days) |
Investment Strategy
| Category | Count | Strategy |
|---|---|---|
| Core (differentiates) | 18 | Fix blockers first (auth, permissions), then wire algorithms, then build entities. |
| Supporting (enables core) | 13 | 8 at maturity 3-5, 5 at maturity 0-2. Supporting gaps deferred until core works. |
| Generic (commodity) | 0 | Platform already built. Auth/payments are commodity but broken — fix, don't rebuild. |
The 49/7/12 split: 49% live, 7% dormant (built but unwired), 12% partial. The sprint is fixing blockers (P0) + wiring dormant algorithms (P1) + seeding the flywheel (P1). Most value comes from connecting what exists, not building new.
Dependency cross-check: Both P0 fixes (auth, permissions) are infrastructure with no dependencies on each other — can be fixed in parallel. P1 algorithm wiring has only soft dependencies. The critical path is P0 → P1 seeding → pilot.
Gate
Before moving to Agent & Instrument Diagram:
- All capabilities assessed with evidence-based maturity — YES (31 capabilities, all with evidence)
- Capabilities categorised (Core / Supporting / Generic) — YES (18 Core, 13 Supporting, 0 Generic)
- Gaps identified and prioritised (P0 / P1 / P2 / P3) — YES (2 P0, 3 P1, 3 P2, 2 P3)
- Investment strategy matches category — YES (fix core blockers, wire dormant, build entities)
- Critical insight: 49% live but inaccessible due to 2 blockers. Fix 2 things → unlock 20 features.
Context
- Dependency Map — Previous: what must happen first
- Agent & Instrument Diagram — Next: how do agents orchestrate
- Capability Map Template — The empty pattern