BraiFlow CRM

Product Documentation

Operational documentation to run the platform in production: onboarding, business processes, governance and execution standards.

Core CRM

Contacts, companies, leads, deals and activity operations.

Target Audience

Sales reps and account managers handling daily pipeline activity.

Prerequisites

  • Teams and owner assignment rules configured.
  • Import mapping ready for contacts and companies.
  • Deal stages defined per pipeline.

Module Positioning

System of record for contacts, companies, pipeline and sales execution.

Priority Use Cases

  • Lead qualification and conversion.
  • Pipeline hygiene and owner accountability.

Operating Model

  • Weekly pipeline review by stage and owner.
  • Daily activity SLA for hot leads and open deals.

KPI

  • Lead to opportunity conversion rate.
  • Deals with next activity scheduled.

Recommended Path

Follow chapters in order to move from configuration to production execution.

  1. 1. Contacts

    Goal: Contacts

    Contacts formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Contacts" with measurable controls for pipeline quality and ownership.

    • Single source of truth for people and communication channels.
    • Operational evidence is captured for Contacts.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/contacts), then confirm expected permissions and logs.

    • Duplicate prevention and owner attribution are enforced.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 2 before edge cases and access scope are confirmed for this step.

    • Storing unqualified leads as contacts.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  2. 2. Companies

    Goal: Companies

    Companies formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Companies" with measurable controls for pipeline quality and ownership.

    • Account hierarchy and legal identifiers are clean and searchable.
    • Operational evidence is captured for Companies.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/contacts), then confirm expected permissions and logs.

    • Domain uniqueness and account scoping are validated.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 3 before edge cases and access scope are confirmed for this step.

    • Multiple records for the same legal entity.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  3. 3. Leads

    Goal: Leads

    Leads formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Leads" with measurable controls for pipeline quality and ownership.

    • Lead intake is normalized before qualification.
    • Operational evidence is captured for Leads.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/contacts), then confirm expected permissions and logs.

    • Lead status and owner changes are trackable.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 4 before edge cases and access scope are confirmed for this step.

    • Skipping qualification criteria and source tracking.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  4. 4. Pipeline & Deals

    Goal: Pipeline & Deals

    Pipeline & Deals formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Pipeline & Deals" with measurable controls for pipeline quality and ownership.

    • Stages represent real business milestones.
    • Operational evidence is captured for Pipeline & Deals.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/contacts), then confirm expected permissions and logs.

    • Stage moves preserve ordering and auditability.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 5 before edge cases and access scope are confirmed for this step.

    • Using stages as free-text notes.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  5. 5. Activities & Calendar

    Goal: Activities & Calendar

    Activities & Calendar formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Activities & Calendar" with measurable controls for pipeline quality and ownership.

    • Every active opportunity has a next action with due date.
    • Operational evidence is captured for Activities & Calendar.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/contacts), then confirm expected permissions and logs.

    • SLA for overdue tasks is monitored.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 6 before edge cases and access scope are confirmed for this step.

    • Closing deals without logged activity trail.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  6. 6. Search & Saved Views

    Goal: Search & Saved Views

    Search & Saved Views formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Search & Saved Views" with measurable controls for pipeline quality and ownership.

    • Teams retrieve actionable lists in one click.
    • Operational evidence is captured for Search & Saved Views.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/contacts), then confirm expected permissions and logs.

    • Saved views align with role-based workflows.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 7 before edge cases and access scope are confirmed for this step.

    • Ad-hoc filtering with no shared views.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  7. 7. Import & Export

    Goal: Import & Export

    Import & Export formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Import & Export" with measurable controls for pipeline quality and ownership.

    • Bulk data operations preserve integrity and ownership.
    • Operational evidence is captured for Import & Export.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/contacts), then confirm expected permissions and logs.

    • Import mapping and rejection handling are documented.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 8 before edge cases and access scope are confirmed for this step.

    • Blind import without preview and rollback plan.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

Go-live Checklist

  • Duplicate checks validated on email and phone.
  • Lead-to-contact conversion tested.
  • Kanban move and reorder verified with team scoping.

Success Criteria

  • Faster onboarding for a new team.
  • No critical action depends on implicit tribal knowledge.
  • Support can diagnose an incident in under 15 minutes.