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CRM Engine

Activity in. A defensible read on every deal out.

Macklore runs one loop across your whole pipeline: track what happens, score the engagement behind it, flag what is slipping, and suggest the follow-up that recovers it. Five parts of the product, one continuous mechanism.

The mechanism

Four stages, left to right, with nothing hidden in the middle.

Every box below is something you can open and inspect. There is no step where data disappears into a model and reappears as a verdict you cannot question.

Input

Activity data

Mail, calendar, call logs and document views stream in and attach themselves to the right deal and contact.

Core

Engagement scoring engine

Signals are weighted by recency, direction, depth and who was involved, producing a single health read per deal.

Output

Risk flags and follow-up suggestions

Deals whose pattern matches stalling or churn get flagged, each with a specific next action and timing.

Output

Pipeline and forecast reports

Stage movement, health distribution and a commit view weighted by engagement rather than stage probability.

The loop re-runs on every new signal, not on a nightly schedule.

When a proposal is opened at 11:20, the score moves at 11:20 and the board reorders itself before the rep refreshes. A health read that lags a day is a health read that arrives after the call.

  • Recency weighted: a reply last week counts for less than a reply this morning
  • Direction aware: inbound buyer activity outweighs outbound rep activity
  • Depth aware: a forwarded proposal counts for more than a single open
  • Thread aware: a widening gap between replies is itself a signal

Design decisions

Three choices that shaped how the engine behaves.

They explain most of the differences you will notice against a traditional CRM with an AI feature bolted on.

One record, not four systems

The deal, the contact, the thread history and the health read sit in the same place. Nobody has to reconcile a spreadsheet against an inbox.

Scores you can interrogate

Open any score and the contributing signals are listed with timestamps. A number nobody can explain is a number nobody will trust in a pipeline review.

Built for a rep's morning

The first screen answers one question: what needs me today. Everything else is one click away rather than in your face.

Deal record: Hexfield Interiors

Illustrative view

Proposal sent

₹12,40,000

At risk

18

Reply gap9 days and widening
Proposal opensNone since 12 Mar
Thread contacts1 person, single threaded
Last meetingHeld, 18 days ago

Suggested follow-up

Re-share the pricing section with the finance contact copied in, and ask one closed question about the approval route. Send today, before the reply gap passes ten days.

Pipeline bulletin

The engine recalculated 1,284 signals across this sample pipeline today.

Put your own pipeline through the loop and see which deals read differently than you assumed.

Most teams find two or three deals in their commit list that have had no buyer activity for over a week. Those are usually the ones that decide the quarter.

  • Hexfield Interiors moved to at risk
  • Varun Steelworks flagged hot
  • 4 follow-ups queued for review

Pipeline forecast

Illustrative board view, scored on live activity

Qualified

2

Northbeam Logistics

₹4,80,000 · 6d in stage

58
SteadyRK

Satara Agro Mills

₹2,15,000 · 11d in stage

34
StallingAM

Proposal sent

2

Hexfield Interiors

₹12,40,000 · 9d in stage

31
StallingRK

Loomcraft Textiles

₹6,75,000 · 4d in stage

86
HotSP

Negotiation

2

Varun Steelworks

₹18,90,000 · 7d in stage

47
StallingAM

Pinecrest Dairy

₹3,60,000 · 3d in stage

62
SteadySP

Engagement recalculated on every new email, call and document view

7 open deals scored

This is a sample pipeline shown for illustration. Connect your own CRM data for real, live engagement scoring.