ThorStackThorStack

CRM

Your CRM should
capture itself.

Stop nagging the team to log calls. ThorStack reads your inbox and calendar, auto-creates contacts, links companies, surfaces deals, and keeps activities current, with AI lead scoring, custom fields, and Zoho two-way sync built in.

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acme.thorstack.com / crm / pipeline

Pipeline

Weighted £61.2k
Qualified£42k
Riverbed Co82
£18,000
PN Private
Northwind64
£24,000
MWShared
Proposal£31k
Acme Mfg91
£31,000
PNShared
Closing£12k
Lumen Ltd77
£12,500
SD Private
Forge flagged Northwind, idle 11 days. Draft follow-up ready.

From cold contact to renewal

Six rituals that move every deal forward, automatically.

  1. 01
    Capture

    Every inbound email and calendar invite resolves to a contact. New senders become draft contacts; meetings auto-attach to the matching deal.

  2. 02
    Enrich

    Job title, company size, industry, and signals enriched from the email signature, domain, and public sources, no manual data entry.

  3. 03
    Score

    AI lead scoring scores every contact on fit and intent. The top movers surface in your daily briefing before the morning standup.

  4. 04
    Engage

    Forge (VP Sales) drafts follow-ups, schedules nurtures, and watches for ghosted threads, all routed through your existing inbox.

  5. 05
    Close

    Deal stages, weighted forecast, win/loss reasons, and AI deal coaching on stuck opportunities. One-click contract draft from Legal.

  6. 06
    Renew

    Renewal windows tracked from the close date. Health scores roll up from product usage and inbox sentiment so churn never sneaks up.

Ten integrated capabilities

The CRM you'll actually keep current, without trying.

Capability 01

Auto-Capture from Inbox & Calendar

Every email thread and meeting invite resolves to a contact, links to a company, and attaches to the matching deal. New senders become draft contacts you can promote with one click.

What's included
  • Threads from Gmail / Outlook / Zoho Mail all participate
  • Calendar attendees auto-resolve to existing contacts
  • Unknown senders queued as draft contacts (one-click promote)
  • De-duplicated by primary email + canonical domain
  • Audit-logged source-of-truth for every captured entity

Capability 02

Contacts with Full Context

Every contact carries the full thread history, every meeting they attended, every deal they touched, every task linked to them, and a notes pane your team can collaborate on in real time.

What's included
  • Unified inbox view filtered to that contact
  • Meeting history with attendee context
  • Deals + tasks linked to the contact
  • Custom fields with per-tenant schemas
  • Soft delete with full recovery window

Capability 03

Companies & Account Hierarchies

Roll contacts up into companies, companies up into parent accounts, and accounts into territories. Every email, deal, invoice, and contract attaches automatically based on domain.

What's included
  • Domain-based auto-attachment of contacts to companies
  • Parent / subsidiary account relationships
  • Industry, employee count, and revenue band fields
  • Cross-module rollup: invoices, contracts, support cases
  • Account-level activity timeline

Capability 04

Deals + Pipeline Analytics

Customisable stages, weighted forecast, win/loss reasoning, and a Kanban view that drag-and-drops to the right team member. Stuck-deal detection surfaces opportunities aging in stage.

What's included
  • Multiple pipelines (new biz / expansion / renewal)
  • Weighted forecast with stage probabilities
  • Stuck-deal detection, flagged after N days in stage
  • Win/loss reason tracking with cohort analysis
  • One-click contract draft into Legal stack

Capability 05

Activities: Auto-Logged

Calls, emails, meetings, and notes get recorded as activities without anyone touching the keyboard. Manual activities take seconds with templated next-steps.

What's included
  • Emails auto-logged to the matched contact
  • Calendar events auto-logged with attendee join times
  • Voice-memo notes transcribed and tagged
  • Next-step suggestions per activity type
  • Activity heatmap by contact / company / deal

Capability 06

Ownership, Visibility & Duplicate Review

A real RevOps ownership model, not a free-for-all where everyone sees everything. Contacts can be private or shared, deals carry a single accountable owner plus collaborators, and companies stay shared as the graph foundation. A manager-configurable policy sets defaults; visibility is enforced at every egress, including the AI assistant.

What's included
  • Private vs shared contacts with an Owner picker
  • Deal primary owner + collaborators (view + contribute)
  • Manager / admin override; visibility enforced on list, export, and AI tools
  • Admin Ownership Policy: default visibility, org-wide stage, departing-rep reassignment
  • Duplicate & conflict review queue, gated to the modules you manage

Capability 07

AI Lead Scoring & Coaching

ICP-fit and intent signals combined into a single score, updated nightly. Forge writes coaching notes on the deals that need a nudge and flags the ones likely to slip the quarter.

What's included
  • Fit + intent composite score (0–100)
  • Nightly rescoring based on signals
  • Per-deal coaching notes from Forge (VP Sales agent)
  • Slip-risk alerts surfaced in the daily briefing
  • Score history with explanations

Capability 08

Custom Fields, Views & Filters

Add the fields your business actually tracks. Build saved views and shared team filters, the same view definitions power dashboards, exports, and the daily briefing.

What's included
  • Per-entity custom fields (text, number, select, date, JSON)
  • Saved views with share-with-team semantics
  • Bulk update + bulk tag from any list view
  • CSV / Excel export with every filter respected
  • Dashboard widgets driven by the same view definitions

Capability 09

Vendor Relationships

Track suppliers, partners, and outside counsel alongside customers, same activity timeline, same documents, same contract repository. One source of truth for every relationship.

What's included
  • Vendor records with category + spend tracking
  • Linked invoices, contracts, and SLAs
  • Renewal reminders driven by Legal obligation tracking
  • Per-vendor performance score
  • Vendor activity feed alongside customer activity

Capability 10

Zoho CRM Two-Way Sync

Run ThorStack alongside Zoho CRM with bi-directional sync of contacts, accounts, deals, and activities. Conflict resolution rules you control, last-write-wins, ThorStack-wins, or manual review.

What's included
  • Bi-directional sync: contacts, accounts, deals, activities
  • Per-field sync rules (mirror, ignore, or one-way)
  • Conflict resolution: last-write-wins / source-wins / manual
  • Audit log of every sync event
  • Throttled to respect Zoho API rate limits
Trust by default

Customer data is your business. ThorStack treats it like the asset it is.

  • AES-256 at rest & in transit
  • Per-tenant data isolation
  • Per-user role-based access
  • Audit log on every change

Ready for a stack
built around you?

Every ThorStack deployment starts with a 30-minute call. Tell us how you operate, and we'll show you what your stack would look like.

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