Sales and order cockpit
See lead volume, qualification, active orders, and quota fulfillment in one chain from acquisition activity to commercial outcome.
PROFESSIONAL SERVICES · INTELLECTUAL PROPERTY
Turn acquisition, transactions, and professional matters into one operating chain.
IP CRM serves trademark, patent, copyright, and rights-asset organizations. From lead quotas and order pricing to collections, invoicing, contracts, matters, statutory deadlines, and IP assets, every critical action retains business evidence.
45CRM business objects
27role-oriented views
13business and approval positions
6specialist operating reports
LIVE BUSINESS UI · CURRENT PRODUCT
One application across three operating lanes.
Every image below comes from the current IP CRM runtime and is cropped to a publication-safe workspace area. Sales, finance, and specialist delivery share the same objects, permissions, and operating facts.
Collections and invoicing workspace
Bring receivables, allocation, outstanding balances, and invoice status into one finance view for faster exception handling.
Matter delivery and deadline risk
Track active matters, response obligations, specialist workload, and statutory deadline risk throughout professional delivery.
Manage the delivery outcome, not only the customer
From lead source to rights asset.
Sales, finance, legal, and matter delivery share the same order and customer facts instead of reinterpreting work across spreadsheets and disconnected tools.
Lead intake and quotas
Manual, channel-batch, and native CSV/XLSX intake with attribution, consent, and duplicate controls on every write.
Accounts, opportunities, and orders
Atomic conversion and orders that freeze product, official fee, service fee, cost, and delivery strategy.
Pricing, official fees, and approval
Independent price and official-fee versions route discounts, low prices, and negative margin into governed outcomes.
Collections, invoices, and contracts
Installment plans, offline review, signed callbacks, invoice capacity, and an independent contract lifecycle.
Matters, tasks, and deadlines
Create matters per order line or quantity, then run delivery templates, review, documents, costs, and statutory dates.
Rights assets and renewal
Promote trademarks, patents, and copyrights into assets with trade locks and idempotent renewal opportunities.
Industry rules become executable software boundaries
Complex does not have to mean opaque.
Critical calculations, approvals, and state changes have explicit inputs, legal boundaries, and idempotent evidence. The app does not infer tenant policy from model output.
Bulk lead intake remains governed
Native import supports worksheet and column mapping, server preflight, background progress, and failed-row downloads while every write passes the same attribution and duplicate hook.
Quota, capacity, and timeout recycling
Allocation considers product line, business type, source, fulfillment, open load, daily limits, and leave—with deterministic evidence.
Orders freeze the complete price truth
Submission freezes product, official fee, price, cost, delivery, and installment inputs; approvals map to immutable order revisions.
A normalized payment boundary
Signature, time window, and idempotency protect payment-center callbacks while channel-specific acquisition remains with the authorized payment center.
Professional matters are a real domain
Templates, tasks, review, official documents, deadline changes, actual fees, and IP assets create an independent auditable delivery model.
Role workspaces and operating insight
Sales, finance, and delivery dashboards are paired with funnel, quota, margin, collection, workload, and deadline-risk reports.
Connectors are runtime capabilities, not data side doors
REST, OpenAPI, and MCP share the business security boundary.
IP CRM installs the ObjectStack REST, OpenAPI, and MCP connector providers. Trusted connections can drive defined operations without bypassing object permissions, approval, row-level security, or audit.
- Declarative MCP stdio is denied by default
- Only host-allowlisted commands may run
- Business actions still execute as the current identity
CRM objects and actions
ObjectStack Automation
MCP Connector
Trusted external service
ObjectStack-native business applications
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