EMAGE Pipeline Tracker

Dashboard

Project pipeline

Stakeholders

Contacts

Marketing

Actions

Reference

Market research

Strategy

▸ Experimental

Calendar

Forward outlook

Engagement planner

▸Collateral

Mutual NDA

Library

Client bundles

Technical pack

Edit & organise

▸Data cleaning

Reassess pipeline

Detect duplicates

Merge two projects

Split record

Admin

Admin dashboard

Change log

Strategic Ecosystem Assessment

HQ Task I, Layer 1 — screening the pipeline on objective physical conditions. One point per condition met, no weighting, deliberately lenient: the job here is to avoid losing a project early, not to rank it. Layer 2 (cost comparison) and Layer 3 (gross-margin test) come later.

People named in progress updates

Not added automatically — names pulled out of free text are sometimes companies or passing references, and this CRM is shared. Review, then add.

Added contacts are flagged NEW and filed with the quoted update as their first engagement.

Saved ✓

New Project

Project Category

Field names match the target category. Required rows are highlighted. One project with several potential clients should be recorded as separate projects.

#	Field Name	Required?	Input

Progress update

Next step / action

Assign to: ★ Next step

HQ support required?

Activity feed

▸Actions & next steps

▸Project / engagement history

Project stakeholder interrelationships

Split portfolio into individual projects

Meeting minutes

New meeting minute

Date Stakeholder Title Location Attendees (search contacts, or add new)

Related projects (Ctrl/Cmd-click for several) Minutes (paste tables directly from Word / Excel)

Actions (each can be generated as a tracked action on the related projects)

Meeting minutes

New event

Subject Date End date (optional, multi-day) All day Start End Location Team members (click to tag)

Notes

Deleted projects — recoverable

Exclude from consideration

Reason / notes for exclusion

Wider influencers —

New contact from email

📧 Drag an email here (.eml or .msg file)
…or paste the email below (include the signature block)

New stakeholder

Name * Category * Type / role Head office Other offices Region Website Notes

New contact

Organisation / stakeholder * Name * Title / role 🔍 find online Organisation type Seniority Warmth Lead source Conference Region Location Email Phone 🔍 find online LinkedIn Notes