Pipeline & Contacts

ArchiJAM includes a lightweight CRM built around the firm's sales cycle. The Pipeline tracks potential projects from first inquiry through to project creation. Contacts is a directory of companies and people that connects to both the pipeline and active projects.

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Pipeline (/pipeline)

The Pipeline manages opportunities — potential projects at various stages of pursuit.

Opportunity types

Direct Negotiation Private-sector or repeat clients approached without a competitive process. Submission Deadline and RFP Number fields are hidden. Typical stage flow: Lead → Proposal/Bid → Negotiation → Won/Lost.

RFQ / RFP (Competitive Bid) Government, institutional, or publicly advertised opportunities. Submission Deadline and RFP/RFQ Number fields are visible. Typical stage flow: Lead → Proposal/Bid → Submitted → Won/Lost.

Pipeline stages

Probability defaults apply automatically on stage change but can be overridden manually per opportunity. The weighted pipeline value (sum of estimated fees × probability) is shown in the ViewBar subtitle.

Views

Table view Columns: Name · Type badge · Stage badge · Est. Fee · Client · Assigned · Deadline · Decision Date. Click any row to open the detail slide-over.

Board view Five kanban columns (one per stage). Each column shows a stage label, count chip, and the total estimated fees for that stage. Won and Lost columns default to collapsed when the "All Open" filter is active.

Drag a card to a different column to change its stage. The update is applied immediately.

Switch between table and board using the view toggle buttons at the top right of the page.

Creating an opportunity

Click New Opportunity (or the + button in a board column header). Fields:

• Name (required)
• Type — Direct / RFQ / RFP (segmented control)
• Stage (defaults to Lead)
• Client Company and Primary Contact (searchable selectors)
• Assigned To
• Estimated Fee and Estimated Project Value
• RFP/RFQ Number and Submission Deadline (shown for RFQ/RFP type only)
• Decision Date
• Expected Start and End dates
• Description / Notes

Opportunity detail slide-over

Clicking any opportunity row opens a 440 px slide-over with two tabs.

Overview tab All opportunity fields in a two-column layout. An Edit button opens the edit modal. If the opportunity has been won and converted, a chip links to the resulting project.

Activity Log tab A chronological log of notes and status changes. Add entries with a type (Note, Call, Email, Meeting) and body text. Stage changes are automatically recorded as activity entries.

Footer actions

• Mark as Won — triggers the win conversion flow (see below)
• Mark as Lost — prompts for an optional reason note, then sets stage to lost
• Delete — available for lead/proposal/submitted stages; requires confirmation

Lead vetting (Lead → Proposal)

Leads use free-form "shadow" contact data and do not create real records in the Contacts directory. Moving a lead to the Proposal stage requires vetting:

1. Click Vet This Lead in the slide-over footer.
2. A sub-panel opens, pre-filled from the lead's free-form fields.
3. Search for an existing company or create a new one.
4. Optionally link or create a contact.
5. Confirm — the stage is set to proposal and the real company is linked.

Win conversion

When an opportunity is won, ArchiJAM creates the project automatically.

Required before marking Won:

• Real linked client company
• Expected start date
• Expected end date
• Estimated fee

Flow:

1. Click Mark as Won in the slide-over footer (button is disabled with a tooltip if blocking fields are missing).
2. A confirmation modal shows a project summary and any optional field warnings.
3. Confirm — the stage is set to won, a project is created from the opportunity data, and a success banner shows the new project number with a link.

Formbricks lead intake

ArchiJAM can receive leads from web forms via a Formbricks webhook.

Setup:

1. In Formbricks → Survey → Settings → Webhooks, add your ArchiJAM webhook URL and copy the generated secret.
2. In ArchiJAM → System Settings → Integrations → Formbricks, enable the integration, paste the secret, and map Formbricks question IDs to opportunity fields.

All webhook-created leads arrive with source = web_form, stage = lead, and type = direct. They appear immediately in the pipeline board under the Lead column.

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Contacts (/contacts)

The Contacts section has two sub-views: Companies and People.

Companies

A table of all companies sorted by name. Columns: name, type badges, city/state, phone.

Adding a company Click Add Company. Fill in name (required), type checkboxes, website, phone, address, and notes.

Company detail Click any company row to open a slide-over with all company fields, a list of associated contacts, and a list of projects referencing this company (linked to their detail pages).

Editing and deleting Use the Edit button in the slide-over. Deleting a company is blocked (with an error) if it is referenced as a client on any project.

Company types Tag a company with one or more types (e.g. Client, Consultant, Contractor). Types are free-form checkboxes set at time of entry.

People

A table of all contacts sorted by last name. Columns: name, company, job title, email, phone.

Search filters across name, company name, and email in real time.

Adding a person Click Add Person. Fill in first and last name (last name required), company (searchable selector), job title, email, phone, and notes.

Contact detail Click any contact row to open a slide-over with all fields, a company link, and associated projects.

Editing and deleting Editing uses the same slide-over form. Deleting is blocked if the contact is referenced as a client contact on any project.