C3 Proposed CRM Architecture
Migrating from Salesforce to HubSpot Enterprise. This Custom Object schema handles multi-tier vendor relationships and location-based tracking across 20+ site deals. One relational path from Company to TSD. 360-degree visibility on every account.
Foundation
Build the relational core. Custom Objects follow a strict path: Company to Contact to Deal to Location to Vendor to TSD to Products. No more spaghetti.
Pipelines and Automation
Three pipeline engines replace the single pipeline. Automated IPR submission eliminates manual data transposition into TSD portals. No more jacked billing from typos.
Service Delivery
Connect what you sell to what you deliver. Bidirectional ClickUp sync. Hour tracking with hard locks at 80% and 100%. Automated renewals 90 days before contract end.
AI Layer
HubSpot is the UI. Supabase is the brain. ChatC3 searches across Fathom transcripts, Outlook emails, Teams discussions. Ask: "Which Comcast contracts expire in Q3 with support issues?" Get an answer in seconds.