CRM

CRM in HAL keeps pipeline context close to support and execution.

Use CRM when founder-led sales or a small revenue motion should influence the operator loop, not live in a separate tool with no connection to support or Work.

Core records

Companies with deal context and stage
Contacts tied to the company and conversations
Notes and activity that preserve context for the next follow-up

How CRM affects HAL

Stage movement

Meaningful stage changes can affect the active focus lane.

Stalled opportunities

HAL can recommend sales actions when warm pipeline is losing momentum.

Shared context

Support and CRM signals can reinforce each other instead of drifting apart.