Product→Pipeline & Intelligence

From lead to closed deal \u2014 every step tracked and scored

Contacts, accounts, opportunities, meetings, ICP scoring, revenue attribution, and AI-generated documents. The full pipeline layer that makes ScendCore a complete revenue system.

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30+

Database Tables

ICP

AI Scoring

100%

Attribution

Doc Formats

👥 Contacts & Accounts

Every lead, every account, full context

Import contacts via CSV or JSON. Auto-enrich with Apollo.io. Score against your ICP profiles. Classify personas with AI. Link contacts to B2B accounts with HubSpot bi-directional sync.

✓CSV/JSON import with deduplication

✓Apollo.io enrichment (title, industry, LinkedIn)

✓Per-lead AI pause with reason tracking

✓Rep and agent assignment per contact

✓B2B Accounts with HubSpot sync (pull + push)

✓Contact detail page: Overview, Timeline, Opportunities tabs

Contacts

PIPELINE · CONTACTS

Isaac Jones

Meeting Booked · Score 88

✓ Enriched

Eunice Ojo

Qualified · Score 74

web_chat

Becky Ojienelo

Contacted · Score 62

⏸ AI Paused

💰 Opportunities & Revenue

Full pipeline with AI attribution

Track every opportunity through stages: new → contacted → qualified → proposal → negotiation → closed. Revenue events are immutable and append-only. The attribution chain traces back from closed deal to the AI action that started it.

✓Pipeline stages with inline advancement

✓Revenue events: closed_won, closed_lost, upsell, adjustment

✓AI attribution chain: job → email → reply → opportunity → deal

✓Lost reason breakdown (notes required on closed_lost)

✓Opportunity detail: timeline, attribution, activity feed

✓Rep + agent + account assignment per opportunity

Opportunities

PIPELINE · OPPORTUNITIES

Isaac Jones — AI Detected Interest

$4,200 · web_chat

qualifiedChain →

Alice Jones at Jones Inc

$8,500 · manual

leadChain →

Becky — AI Detected Interest

$3,600 · email

proposalChain →

🎯 ICP & Scoring

Know exactly who to target

Define named ICP profiles with industry, title keywords, and weights. AI can auto-discover profiles from your won deals. Every contact is scored against all profiles.

✓Named ICP profiles with default management

✓AI ICP Discovery from won deals + engagement signals

✓Multi-profile scoring (contact scored against ALL profiles)

✓Revenue propensity: ICP×0.4 + engagement×0.3 + persona×0.2 + opp×0.1

✓ICP gap analysis: coverage %, unscored contacts, improvement suggestions

✓Target saturation: eligible vs targeted %

ICP Profiles

Mid-Market SaaSDefault

Industries: SaaS, Technology · Titles: VP Sales, CRO, RevOps · Weight: 0.85

Insurance & Finance

Industries: Insurance, Financial Services · Titles: Head of Revenue, Director · Weight: 0.72

67%

ICP Coverage

0.74

Avg Score

📅 Meetings & Documents

Close the loop — meetings to docs

Track every meeting: scheduled, completed, no-show, cancelled, rescheduled. AI sends 24h and 1h reminders. Generate PDF, DOCX, PPTX, and charts directly from your AI assistants.

✓Meeting lifecycle: scheduled → completed / no-show / cancelled

✓No-show cron: detects and creates recovery jobs

✓24h + 1h pre-meeting reminders (configurable)

✓Manual meeting logger with full booking pipeline

✓AI document generation: PDF, DOCX, PPTX, charts

✓Branded docs using tenant brand_config (colors, logo, name)

📅

Meetings

Full lifecycle tracking

🔔

Reminders

24h + 1h auto-send

🔄

No-Show Recovery

Auto-detected + recovered

📄

PDF Generation

Branded documents

📊

PPTX / Charts

AI-generated decks

📋

DOCX

Word documents

See your pipeline in ScendCore

We'll walk through contacts, opportunities, scoring, and attribution with your real data.

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