AG Digitalz field guide

AI makes a CRM useful when the pipeline is simple.

A CRM should show where every opportunity came from, what stage it is in, who owns the next action, and when follow-up is due.

By AG DigitalzPublished Updated
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What it does

CRM

The CRM is not there to look impressive. It is there to stop leads from becoming invisible after the first contact.

Stack to use

Recommended setup

  • Supabase, Airtable, HubSpot, or GoHighLevel
  • Lead source fields
  • Pipeline stages
  • AI summary field
  • Next-action date
  • Owner alert
  • Simple reporting view
Common mistakes

What to avoid

  • Too many stages.
  • No lead source.
  • No follow-up date.
  • No status owner.
  • No outcome reporting.

Implementation

Build the workflow step by step.

Connect the smallest useful flow first, make ownership clear, then measure it before expanding.

01

Step 1

Define stages like new, contacted, booked, quoted, won, lost, and follow-up needed.

02

Step 2

Create fields for source, service, urgency, contact info, and notes.

03

Step 3

Add AI summary and tags.

04

Step 4

Create reminders for stale leads.

05

Step 5

Track source and outcome.

06

Step 6

Review the pipeline weekly.

07

Step 7

Improve the stage where leads stall.

Primary sources

Official documentation behind this guide.

Use these sources to verify capabilities, limits, and setup details before putting a workflow into production.

Official source

HubSpot CRM

Reference documentation used for this AG Digitalz field guide.

Open source
Official source

Supabase docs

Reference documentation used for this AG Digitalz field guide.

Open source
Official source

Airtable support

Reference documentation used for this AG Digitalz field guide.

Open source