Customers & CRM

CRM is a core part of every BluPrint company. It connects customer relationships to the projects and work used to deliver for them.

Open Customers in the left navigation to reach the company pipeline and accounts. My Pipeline shows deals assigned to you.

Accounts

An account represents a customer or prospect. Use it to keep together:

company identity, domain, status, owner, and account team;
contacts and their relationship to the account;
open and completed deals;
notes, calls, emails, meetings, and system activity;
attachments and customer documents;
linked delivery projects.

Linking a project lets authorised users reason across relationship and delivery context—for example, whether an at-risk deal depends on a delayed project.

Contacts belong to an account and can be connected to deals and activities. Access follows your company role and any record-level restrictions. Deleted contacts are removed from both source records and supported derived references through the CRM lifecycle process.

Import and export

Owners, admins, and managers can bring accounts and contacts in from a spreadsheet, or take them out, from the Accounts page.

Import reads a CSV file with one row per contact, repeating the account's details on each row. Download the template from the import window to see the columns: account name (required), domain, status, industry, size, tags (separated by ;), address fields, and contact name, email, title, phone and LinkedIn URL. Add your own fields with columns named account_cf_<name> or contact_cf_<name>.
Before anything is saved you see a preview: how many accounts and contacts will be created, which rows will be skipped, and which rows have errors. Rows are checked with the same rules as creating a record by hand.
Import only ever adds records. A row whose account already exists — matched by external_id, then website domain, then name — adds its new contacts to that account; contacts already on it are skipped. Nothing existing is changed or removed.
Give each row a stable external_id (for example an ID from another system) to make re-importing the same file safe.
Up to 1,000 rows and 5 MB per file. Records you import are owned by you.
Export downloads the accounts you can see, with their contacts, in the same format. Sealed accounts you can't access are left out.

Imports and exports are recorded in the company audit trail.

Pipelines and deals

My Pipeline contains deals you own.
Pipeline is the company-wide view available to your role.
Deals move through company-configured stages.
A stage may require extra information before a move is accepted.
Won and lost stages create outcome evidence for relationship reporting and the Business Brain.

Activity and ownership

The account timeline keeps relationship history in chronological order. Ownership and team fields control responsibility; they also participate in sealed-account visibility.

Permissions

CRM uses your active company membership:

members with write access can create and update CRM records;
read-only roles can inspect permitted records but cannot mutate them;
owners, admins, and managers receive management capabilities;
sealed accounts are visible only to authorised owners, account-team members, or company administrators;
cross-company access is always denied.

CRM is enabled for every company

There is no normal company opt-in. BluPrint may disable CRM globally only as an emergency safety control.

Work with the Associate

The Associate can read CRM context permitted to you, explain account/deal state, connect customer context with linked delivery work, and propose supported staged changes. It cannot use CRM records you are not authorised to see.

Last updated: 2026-09-28

Accounts

An account represents a customer or prospect. Use it to keep together:

company identity, domain, status, owner, and account team;

contacts and their relationship to the account;

open and completed deals;

notes, calls, emails, meetings, and system activity;

attachments and customer documents;

linked delivery projects.

Linking a project lets authorised users reason across relationship and delivery context—for example, whether an at-risk deal depends on a delayed project.

Import and export

Owners, admins, and managers can bring accounts and contacts in from a spreadsheet, or take them out, from the Accounts page.

Import reads a CSV file with one row per contact, repeating the account's details on each row. Download the template from the import window to see the columns: account name (required), domain, status, industry, size, tags (separated by ;), address fields, and contact name, email, title, phone and LinkedIn URL. Add your own fields with columns named account_cf_<name> or contact_cf_<name>.

Before anything is saved you see a preview: how many accounts and contacts will be created, which rows will be skipped, and which rows have errors. Rows are checked with the same rules as creating a record by hand.

Import only ever adds records. A row whose account already exists — matched by external_id, then website domain, then name — adds its new contacts to that account; contacts already on it are skipped. Nothing existing is changed or removed.

Give each row a stable external_id (for example an ID from another system) to make re-importing the same file safe.

Up to 1,000 rows and 5 MB per file. Records you import are owned by you.

Export downloads the accounts you can see, with their contacts, in the same format. Sealed accounts you can't access are left out.

Imports and exports are recorded in the company audit trail.

Pipelines and deals

My Pipeline contains deals you own.

Pipeline is the company-wide view available to your role.

Deals move through company-configured stages.

A stage may require extra information before a move is accepted.

Won and lost stages create outcome evidence for relationship reporting and the Business Brain.

Permissions

CRM uses your active company membership:

members with write access can create and update CRM records;

read-only roles can inspect permitted records but cannot mutate them;

owners, admins, and managers receive management capabilities;

sealed accounts are visible only to authorised owners, account-team members, or company administrators;

cross-company access is always denied.

CRM is enabled for every company

There is no normal company opt-in. BluPrint may disable CRM globally only as an emergency safety control.

Customers & CRM

Accounts

Contacts

Import and export

Pipelines and deals

Activity and ownership

Permissions

Work with the Associate

Next

Customers & CRM

Accounts

Contacts

Import and export

Pipelines and deals

Activity and ownership

Permissions

Work with the Associate

Next