LATTICE Management / CRM & Sales Pipeline Management
Know where every opportunity stands.
Keep contact history, deal stages and the next action together instead of spread across inboxes and spreadsheets.
CRM & Sales Pipeline Management
Example demo- 01Create the opportunity
A new consulting inquiry enters the pipeline with an assigned owner.
- 02Record discovery
The owner adds the client's needs and schedules a proposal task.
- 03Track the proposal
The deal moves to proposal sent with an agreed follow-up date.
- 04Close with a next step
An accepted proposal becomes won and starts the onboarding handoff.
The business problem
Where the process breaks.
When sales information lives in separate tools, it is hard to see who owns an opportunity or what needs to happen next. A large contact list does not tell you which deals are moving and which have stalled.
How LATTICE Management solves it
A connected next step.
LATTICE Management configures your CRM around the stages your business actually uses. Contact history stays alongside each opportunity, stage changes create appropriate tasks, and won or lost decisions are recorded so your team can review the process.
An illustrative workflow, not a client result
What it looks like in practice.
A consultant moves a project from new inquiry to discovery, then proposal sent. Each stage has an owner and a next action rather than a vague status label.
- 01
Create the opportunity
A new consulting inquiry enters the pipeline with an assigned owner.
- 02
Record discovery
The owner adds the client's needs and schedules a proposal task.
- 03
Track the proposal
The deal moves to proposal sent with an agreed follow-up date.
- 04
Close with a next step
An accepted proposal becomes won and starts the onboarding handoff.
A useful pipeline depends on consistent stage definitions and accurate updates. We scope migration, duplicate handling and team access around your existing records.
The features behind the workflow.
- Contact and opportunity records
- Custom sales stages
- Ownership and follow-up tasks
- Stage-based automation
Industries that benefit.
The workflow is adapted to each business, not installed as a one-size-fits-all process.
Related services
Keep connecting the process.
Start with your process
What would this look like in your business?
Tell us what happens today and where it gets difficult. We will help you scope the connections, responsibilities and next steps.