Lead capture
A form, import or handoff so a lead is a record on day one—not a row someone might paste later.
Generic CRM software forces your process into its stages. An AI CRM builder should do the reverse: start from how leads arrive, who owns them, what “next follow-up” means and which report tells you the pipeline is stalled. P2HS generates that workflow as a working app your team can review and keep.
Imagine a three-person growth team. Leads arrive from a form, a partner referral and inbound email. Someone has to qualify them, assign an owner, move them through New → Qualified → Proposal → Won/Lost, and remember the follow-up that actually happens on Thursday.
The first useful CRM is that board, those contact records, an activity history and an admin view for the person who runs Monday pipeline. It is not a recreation of every enterprise CRM module.
Build an AI CRM for a growth team with lead capture, contact records, pipeline stages, follow-up reminders, activity history and an admin dashboard.
A form, import or handoff so a lead is a record on day one—not a row someone might paste later.
People, company, source and the last conversation, visible to whoever owns the account.
Stages named after your process. Moving a card should change the next required action.
Reminders and overdue views so the pipeline does not depend on memory.
Reps see their book. A manager sees the team. An admin can reassign and close junk leads.
Conversion by stage and by source. Enough to decide where the week’s effort should go.
If the team already lives in HubSpot or Salesforce, P2HS can still generate the operational app around that stack and sync contacts. If the off-the-shelf CRM is the thing fighting your process, generate a CRM shaped around the workflow you actually run.
Agencies often need the second option: a client-specific pipeline that can be handed over with source code the client owns.
Sales teams, founders and agencies that need a pipeline they can change without waiting on a vendor’s objects and automations.
Forecasting theater, territories you do not have and integrations nobody will log in to. Ship capture, owner, stage and follow-up first.
Yes. Review the preview, connect GitHub and keep the same CRM as the process changes.
Describe the pipeline. Review the board. Keep improving the same workspace.