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Salescrm

Companies and pipeline

One record per company, read by four other pages.

Companies holds the eight fields we actually use about an account: domain, ecommerce platform, catalog size, languages, CRM stage, pain points, the Attio record id and whether it is excluded from campaigns. CRM turns the same records into a pipeline board or a table without losing your filters. People is the read-only directory of who works there.

  • 8 fields on a company record
  • 4 other pages read those same fields
  • 1 record per company, not four
Open Companies and pipeline in the appSee the screens

In the workspace

The pages this covers

The problem this solves

What goes wrong when this work lives in spreadsheets, documents and one person's memory.

The same company fact in four places

Platform in a spreadsheet, catalog size in a Notion page, stage in one person's head. Three months later they disagree and nobody knows which one to believe.

A blank field scored as a no

Unknown is not a failure. Here a missing input becomes a question for the next call instead of quietly counting against the account.

Contacting a company nobody cleared

Unknown is not consent. An account whose campaign exclusion has not been answered stays out of every audience until somebody answers it.

In the app

What it looks like

Captures of Growth-OS itself, rendered with sample data rather than our own records.

A company record with its declared fields, including the empty ones.
A company record with its declared fields, including the empty ones.
A company’s fit: its profile, its assessment and the outcome of each open opportunity.
A company’s fit: its profile, its assessment and the outcome of each open opportunity.
Creating a company with the two fields nothing can derive.
Creating a company with the two fields nothing can derive.

How it works

From an empty record to something you can act on, in the order you do it.

  1. 1

    Create the company

    The title and the campaign exclusion answer, the two things nothing else can derive.

  2. 2

    Type the three technographic inputs

    Ecommerce platform, catalog size and number of languages, as the account states them rather than as we guess them.

  3. 3

    Work the pipeline

    Move the stage on the board or in the table, write the pain points, and attach notes, tasks and follow-ups with a due date.

  4. 4

    Read its fit

    Open the fit cell for the profile, the K, G and D count and the questions still open, beside the outcome of each open opportunity.

Highlights

Why it matters

One record, four readers

Segments select on those fields, qualification reads them as facts, Battlecards tallies platform and CRM stage, and Events resolves attendee names against titles and domains. Nobody re-asks the same question.

Empty is visible

A field you have not filled in reads as not entered, so an unanswered question is never mistaken for an unasked one.

The board and the table are the same data

Drag a card between stages, or set the stage from a picker with the keyboard. Columns resize, hide, pin and sort, and your filters survive the switch.

Honest limits

What this does and does not promise

  • Nothing syncs on its own. Growth-OS is designed to read Attio, and the Sources page shows what is actually connected. The Attio record id is a field you type.

  • Counts and totals cover the companies loaded on screen, up to two thousand, and amounts in different currencies are never added together.

Questions

Frequently asked questions

Used alongside this

These pages share records with this one, so what you write here shows up there.

ICP, qualification and segments

Four ICPs, one count rule, and who a segment reaches right now.

Meetings and evidence

Every claim carries the sentence somebody actually said.

Campaigns

Plan the motion, freeze who it went to, read the result against it.

Do this work in Companies and pipeline

The page opens on this project's records. The in-app guide describes every field.

Open Growth-OSSee the whole directory