512leads
Contact
Form, ad, event, referral.
CRM & Sales
CRM that turns contacts into revenue.
It is not just rolling out a tool. It is structuring the pipeline, training the team, automating the repetitive, and delivering reports that show what is converting — and what is not.
CHAPTER 01The pipelineIllustrative example
Every lead crosses six stages. At each one, you lose or gain predictability.
The structure applies to any B2B pipeline. The values below are an illustrative 6-step funnel example to show how to read it — not customer metrics.
333MQL
Marketing-qualified
Score > marketing threshold.
133SQL
Sales-qualified
Discovery meeting validated.
37proposals
Proposal
Document sent, under review.
13negotiations
Negotiation
Final terms being closed.
9closes
Closed-won
New revenue booked.
CHAPTER 02Anatomy of a record
A deal is not a row on a spreadsheet. It is an organism of data, signals and actions.
DEAL #4218
Acme Industries · Lisbon
5 figuresforecast ticket
StageProposal
Score87/100
OwnerMarta Lopes
Next stepCall · Thursday 3pm
- 01
Tracked origin
LinkedIn campaign → case study → demo. Full attribution.
- 02
Dynamic score
Updated with every interaction: pricing page visit, email open, call.
- 03
Connected stack
ERP, helpdesk, telephony — everything shows up on the record without manual copy.
- 04
Unified history
Every email, call, note and meeting — stored, searchable, auditable.
- 05
Automatic tasks
Follow-up created after every touch. Nothing slips through the cracks.
- 06
Contributing forecast
This deal enters the forecast weighted = score × value × stage probability.
CHAPTER 03The cadence
Outreach that feels human. Run as a system.
A typical 17-day sequence — multi-channel, adaptive, with manual touches where it matters.
- D+0Personal email
Opens the conversation, bridges to the captured signal.
- D+2LinkedIn
Connection request with company context.
- D+5Call · manual touch
The rep decides, the system reminds. Voicemail if no answer.
- D+8Case study
Matched by industry — not generic content.
- D+12LinkedIn voice note
30 personalized seconds. A differentiator.
- D+17Break-up email
Honest and short. Reactivates 18% of sequences.
A lead with a rising score moves into a more aggressive cadence. A cold lead leaves the active funnel automatically. The sales team never chases a dead one.
CHAPTER 04The contrast
The difference between a busy team and a productive team.
WITHOUT A SYSTEM
- Pipeline in a spreadsheet, updated whenever someone remembers.
- Leads forgotten in the inbox. Follow-up depends on memory.
- Forecast = the rep’s optimistic guess.
- 10 tools, mismatched data, manual exports.
- Monday meeting wasted asking “where do we stand?”.
- Did the customer close? Customer Success finds out 3 weeks later.
WITH CLIIVO
- Pipeline updated in real time, visible to leadership and the team.
- Leads scored, auto-assigned, with a task created.
- Forecast = math (score × value × probability × velocity).
- One brain, all the data, zero exports.
- Monday meeting — everyone shows up aligned, only exceptions get discussed.
- A closed customer is onboarded by CS the next minute.
CHAPTER 05Typical results
Five metrics that change when the system replaces the spreadsheet.
Averages observed across B2B projects with a structured pipeline, an active cadence and unified data in continuous production.
| Metric | Before | With Cliivo | Delta |
|---|---|---|---|
| Time spent updating data | ~12h / week | < 2h / week | −83% |
| Pipeline visible in real time | ~40% | 100% | +60pp |
| Forecast accuracy | 50–60% | 80–90% | +30pp |
| Qualified meetings / rep / month | 8–10 | 14–18 | +75% |
| Time to go-live | — | 30–60 days | contract |
CHAPTER 06The ecosystem
The CRM at the center. Everything else talking to it.
We don’t replace your stack. We connect it. The CRM becomes the brain — not just another tool on the list. Click any node to reveal the signals.
CustomerTax ID, terms, credit
OrdersInvoices and payments
LTVHistory and average ticket
StackSAP · Primavera · Sage · PHC
Click-to-callDial from the deal
RecordingAttached to the record
TranscriptAutomatic summary
StackAircall · Dialpad · Zoom
TicketsPriority and SLA
NPS · CSATSatisfaction signals
Churn signalsUsage, silence, alerts
StackZendesk · Freshdesk · Intercom
OriginChannel, campaign, creative
ContentPages and materials consumed
AttributionMulti-touch to revenue
CAC vs. LTVCost crossed with return
FirmographicsIndustry, headcount, geography
TechnographicsStack in use, integrations
IntentHiring, fundraising, expansion
StackClearbit · Apollo · ZoomInfo
Live pipelineStages in real time
Forecast vs. quotaDrill-down by deal
FunnelConversion by channel
StackLooker · Tableau · Metabase
How much time does your team spend updating the CRM?
We’ll show you how your sales operation can become visible and productive in 30–60 days — with the stack you already have.
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