New enquiry
1M
Mosaic Health
Brand refresh
$3,200Next step plannedDiscovery call
CRM
CRM that stays connected to delivery and billing
AlphaClone CRM links contacts, pipeline stages, tasks, and revenue context so sales handoffs do not start from a blank spreadsheet.
From first conversation to paid work
Your pipeline. The whole client story.
Sales pipeline
3 example opportunitiesProposal
1N
Northstar Studio
Website redesign
$8,400Awaiting approvalReview proposal
Won
1L
Lumen Works
Client onboarding
$6,800Ready for deliveryOpen linked project
The same client record connects the conversation, project and invoice.
Illustrative workspace with fictional client data.
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CRM is connected to the same approval, execution, and verification trail as the rest of the workspace.
Workflow
How CRM works in AlphaClone
Each step keeps context on the same client record, so teams can move from interest to delivery without rebuilding the story in another tool.
Step 1
Capture a lead
Log inbound interest with source and next step attached to the person.
Step 2
Record communication
Keep notes and follow-ups on the same record your team already uses.
Step 3
Convert to a customer
Move the deal forward without re-entering details into another tool.
Step 4
Link to delivery
Open a project from the won deal so delivery inherits context.
Step 5
Produce an invoice
Raise billing from the same client record when work is ready to charge.
Step 6
Review history
See relationship activity without hunting across inboxes and boards.
01
Capture
The request or record enters the workspace.
02
Context
AlphaClone resolves the right client and history.
03
Approve
A person reviews consequential external actions.
04
Verify
The result is checked and recorded.
Audience
Built for the teams who feel the handoffs
Founders and service teams who need pipeline clarity without a separate CRM subscription.
Scenario
Use CRM when the next step depends on shared context: who the customer is, what they asked for, what was promised, and what still needs to happen.
Connections
Related AlphaClone modules
Product pages are connected because the operating workflow is connected.
Ready to try CRM in a connected workspace?
Get started or book a walkthrough using a real AlphaClone workflow.