Sales CRM & RFP Spec
How do we think slowly so the answer library compounds and win rate climbs?
← PRD · Principles · Performance · Platform · Protocols · Players
Features
Features and functions that need to be delivered.
| # | Feature | Function | Status |
|---|---|---|---|
| 1 | Contact list | Browse, search, filter contacts | Live |
| 2 | Contact detail | View profile, linked ventures, linked deals | Live |
| 3 | Contact create | Add new contact with company | Live |
| 4 | Company pages | View company with all contacts and deals | Built |
| 5 | Deal pipeline | Visual kanban of all deals by stage | Live |
| 6 | Deal create | Create new deal with value and stage | Live |
| 7 | Deal detail | View deal with stakeholders, linked RFP, activity | Live |
| 8 | Deal stakeholders | Add contacts as stakeholders with buying roles | Live |
| 9 | Dashboard | Summary cards and pipeline overview | Live |
| 10 | Monthly goals | Track pipeline and won revenue targets | Live |
| 11 | Venture kanban | Visual board of RFP projects by stage | Live |
| 12 | Venture detail | View RFP questions, linked deal, linked contacts | Live |
| 13 | Venture create | Create new RFP venture | Live |
| 14 | Venture-deal link | Bidirectional link between RFP venture and CRM deal | Live |
| 15 | Stakeholder roles | Assign roles and influence to linked contacts | Live |
| 16 | RFP questions | Manage Q&A per venture | Live |
| 17 | Answer detail | Review AI answer or write manual answer | Live |
| 18 | AI Loop | AI-powered answer generation across venture | Built |
| 19 | Deck generation | Generate presentation deck from answers | Built |
| 20 | Document upload | Upload PDF, DOCX, TXT to ventures | Live |
| 21 | AI auto-fill | Auto-populate RFP answers from library | Live |
| 22 | Answer library | Store approved answers for reuse | Built |
| 23 | Review queue | SME approval workflow for answers | Built |
| 24 | RFP analytics | Track time saved, fill rate, compound growth | Live |
| 25 | Task management | Create, assign, track tasks | Partial |
| 26 | Calendar | View deadlines and follow-ups by date | Partial |
| 27 | Activity timeline | Log calls, emails, meetings per deal | Built |
| 28 | CSV import | Bulk import contacts from spreadsheet | Not verified |
| 29 | Global search | Search across contacts, deals, ventures | Partial |
| 30 | Property registry | Track physical sites as standalone entities | Partial |
| 31 | Go/No-Go scoring | Qualification checklist for RFP decisions | Gap |
| 32 | Auth | Sign-in, sign-up, user management | Broken |
| 33 | Navigation | App-wide sidebar and top nav | Live |
| 34 | RFP assignments | Assign reviewers to answer queues | Gap |
| 35 | Insights | Analytics and forecasts | Stub |
| 36 | Plans | Team plans and task tracking | Stub |
| 37 | Agents | AI agent registry and workflows | Stub |
| 38 | Sales Forecasting | Predict deal close probability | Dormant |
| 39 | Compound Rate | Track answer library growth rate | Dormant |
| 40 | RFP Type Detection | Auto-classify uploaded documents | Dormant |
| 41 | Payments | Accept subscription payments via Stripe | Partial |
Context
- Principles — The job, vertical CRM thesis, competitive position
- Performance — Priority score, success criteria, validation
- Platform — Domain model, delivery state, route health
- Protocols — RFP workflow, build sequence
- Players — Demand-side jobs, ICP, awareness levels