CRM & sales skill

The CRM skill turns Nexma into a spatial customer-relationship platform. It models accounts, contacts, deals, and territories, and gives Jax the tools to plan field-based sales motions over a map.

What it covers

• Entities. Account, Contact, Lead, Opportunity, Deal, Activity,

Campaign, Quote. Each carries typed properties (stage, value, owner, close date).

• Relationships. ContactAssociation, DealPipeline, ActivityLog,

CustomerJourney. Activities carry channel, outcome, and timestamp.

• Constraints. Stage gating (an opportunity cannot skip stages), quota tracking,

forecast roll-up, territory exclusivity.

• Constants. Salesforce-aligned stage names by default; configurable per

organization. Standard activity types.

• Layer config. Accounts as map markers colored by tier, territories as polygons

with owner labels, pipeline as a flow overlay between stages.

• Toolbar tools. Generate territory plans, route a rep through their accounts,

forecast pipeline, export to CRM.

Typical workflow

1. Scope. Bring an account layer (geocoded) and a rep roster with capacity.
2. Territory. Have Jax propose territory polygons that balance account count and

pipeline value.

1. Generate. Ask Jax: "Plan next week for the West rep. Visit every Tier-1

account due for a touch in the last 90 days. Group geographically."

1. Inspect. Click accounts for last activity and pipeline value; hover routes

for drive time.

1. Refine. Lock specific visits, swap accounts between territories, change

prioritization — Jax re-routes.

1. Validate. Forecast roll-up, territory-balance check, activity-coverage audit.
2. Sync. Push activities back to Salesforce or HubSpot through the connector.

What Jax is good at, in CRM specifically

• Territory design balancing account count, pipeline value, and drive time.
• Account routing for field reps under day-length and activity-mix constraints.
• Pipeline forecasting with stage-weighted roll-up and risk flags.
• Account prioritization combining last-touch recency, deal stage, and product

fit.

Standards

Salesforce data model alignment (Account, Contact, Opportunity), HubSpot CRM API, GS1 GLN account identification (for B2B).

What it does not do (yet)

• Marketing-automation campaign authoring (consume campaign data; do not author).
• Quote-to-cash document generation.
• Customer-support ticketing (separate skill, planned).