AgencyOS

Built on ArtMetrics

CRM / RevOps

CRMMax

CRM architecture, lead routing, lifecycle management, ownership rules, and pipeline governance.

installed
Preview delivery workspaceMarketplace

Service Packages

Service Packages in a Box: client intake, kickoff, dependency checklist, project plan, SOPs, MarketX assistant, delivery workspace, client portal, reports, QA, handoff, and upsell path.

CRMMax / SalesOps Package

Reduced lead leakage and better visibility across sales stages.

$6,000-$25,000
Preview delivery workspace

Problem / Outcome Summary

Business problem

CRM data becomes untrusted when ownership, lifecycle, routing, and stages are not enforced.

Business impact

cleaner CRM governancefaster routingbetter pipeline visibility

Operational symptoms

  • duplicate leads
  • unclear ownership
  • dirty lifecycle stages
  • pipeline drift

Recommended user

RevOpsSales repCOO

Install / Configure

Tooling Included

Tools, workflows, templates, dashboards, AI actions, automations, integrations, and KPI tracking are defined in the AgencyOS registry.

Tools

Lifecycle Stage Mapper

workflow

Map lifecycle stages, required fields, ownership rules, and conversion gates.

Lead Routing Matrix

table

Define routing rules, owner fallbacks, SLA targets, and exception paths.

RevOps Dashboard

dashboard

Pipeline governance, lead routing health, stage compliance, and follow-up SLAs.

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for CRMMax.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for CRMMax.

Templates

CRMMax SOP

sop

Standard operating procedure for installing and running CRMMax.

CRMMax Proposal Section

proposal_section

RevMax-ready proposal insert with problem, system, phases, KPIs, and value.

CRMMax Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

CRMMax Executive Dashboard

scorecard, trend, exception table

Executive rollup for CRMMax outcomes, risk, and implementation progress.

CRMMax Operator Queue

table, kanban

Daily action queue and blocked-work visibility for CRMMax.

AI Actions

Diagnose CRMMax gap

system recommendation

Which CRMMax workflow should we install first for this client?

Write CRMMax proposal insert

RevMax proposal section

Explain CRMMax to an executive buyer.

Automations

CRMMax task routing

low

New workflow item created -> Assign owner, due date, and escalation rule

CRMMax exception alert

medium

KPI or SLA misses threshold -> Create manager review task and MarketX summary

Integrations

HubSpot

available

manual import and demo-local workflow

Salesforce

available

manual import and demo-local workflow

Close

available

manual import and demo-local workflow

Pipedrive

available

manual import and demo-local workflow

KPIs

Crm Hygiene Score

leading

Improve 20% in 60 days

Lead Routing Time

operational

Tracked weekly

Stage Compliance

lagging

Tracked weekly

Interactive Preview

Map lifecycle stages, required fields, ownership rules, and conversion gates.

Lifecycle Stage Mapper

Step 1

diagnose bottleneck

Step 2

install workflow

Step 3

assign owners

Step 4

activate reporting

Step 5

optimize with MarketX

Implementation Plan

Quick wins, operationalization, visibility/reporting, AI optimization, and enterprise scaling.

1

Install quick-win workspace

Create the core workspace, owner queue, demo data, and first checklist.

quick-winsRevOps1-2 days
2

Operationalize workflow

Assign roles, configure required fields, connect fallback modes, and define approval gates.

operationalizationRevOps3-5 days
3

Add visibility layer

Install dashboards, KPI trackers, alerts, and manager exceptions.

reportingRevOps2-4 days
4

Enable MarketX actions

Enable AI prompts, proposal inserts, roadmap generation, and conflict checks with approval gates.

ai-optimizationRevOps1-3 days
5

Scale controls

Add permissions, multi-location variants, audit trail, and handoff outputs.

enterprise-scalingRevOps1-2 weeks
Install CRMMax

This will add

Lifecycle Stage Mapper
Lead Routing Matrix
RevOps Dashboard
CRMMax Executive Dashboard
CRMMax Operator Queue
CRMMax SOP
CRMMax Proposal Section
MarketX implementation architect context
RevMax proposal section

Required setup

Fallback: can run manually without integrations. Demo install state is local until persistence is wired.

Related Systems

Prerequisites

none

Commonly paired

pipelineosrevenueopsosoutboundos

Ask MarketX

MarketX uses AgencyOS registry context as the implementation architect.

Recommended deployment order

1quick wins
2operationalization
3visibility/reporting
4AI optimization
5enterprise scaling

Missing dependencies: none for demo install

Proposal Usage

Add this system to a RevMax proposal with implementation steps, KPIs, business value, and demo proof.

Generated proposal-ready section

CRMMax Proposal Section

CRMMax addresses the operational bottleneck by installing repeatable workflow infrastructure with measurable outcomes.

Crm Hygiene ScoreLead Routing TimeStage Compliance