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03 / CRM LIFECYCLE & EXCEPTION HANDLING

RevOps Workflow Console

A small but functional pipeline: add customers, block duplicates, move stages, and run task rules. Every change appears in an audit log so operators can inspect what happened.

Interactive engineering proof · synthetic data
Runs in your browser. No backend, third-party AI model, CRM, email send, or production system is connected.
DEMO / NOT PRODUCTION
—Excludes won / lost
—Unweighted, synthetic
—Illustrative only
—Owner approval required

Pipeline overview

Operator controls

Try running twice. Review tasks are idempotent: they do not duplicate on replay.

Customer lifecycle register

CompanyStageValueTasksOperator action

Tasks awaiting an owner