Workspace objects
- Core recordsCompanies · People · Leads · Opportunities · Projects · Tasks · Documents
- Custom fieldsPer-object attributesEnabled
Configuration previewDemo environment
Profitec Operations CRM is a configurable operations system — objects, pipelines, roles, and workflows adapt to how a team works. This is a read-only preview of that configuration. No client data is stored in this workspace.
Pipelines
- Sales pipelineNew → Qualified → Proposal → Negotiation → Won / Lost / Nurture
- Stage SLAsPer-stage stale-after thresholds drive risk signals
Roles & permissions
- RolesAdmin · Sales · PM · Specialist · Finance
- ModelLeast-privilege permission matrix
Workflow templates
- Lead intake & routingValidate → classify → assign owner → follow-up
- Deal-to-project handoffWon → project → delivery template → tasks
- Approval & exceptionLow-confidence / sensitive action → review → decision
Connected systems
- Telegram intakeVoice & text capture channelConnected
- Email draftingCompose-only, approval-gatedAvailable
- Outbound webhooksPush events to external systemsAvailable
Audit & retention controls
- Audit logForward-only, field-level change history
- AccessRole-based, every automated action logged
- RetentionConfigurable retention policy