CRM Overview

Three Building Blocks.

Eleventh's CRM is built around three distinct entities, each serving a different purpose:

• Leads — prospective sales enquiries, tracked through custom pipelines
• Contacts — confirmed customers and other business relationships (suppliers, subcontractors, venues)
• Enquiries — the central record of a single "deal", linked to a Lead or a Contact

Leads

A Lead represents someone who hasn't been confirmed as a customer yet. Leads move through custom pipeslines — each organisation can define custom pipelines and within those, custom stages, to match how they actually sell. Leads also support custom fields, attachments, chat, and internal notes.

Contacts

A Contact represents a confirmed customer, or any othe rbusiness relationship worth tracking — a supplier, subcontractor, or venue. Contacts hold richer detail than Leads: multiple emails/phone numbers/addresses, marketing preferences, custom fields, attachments, chat, and internal notes.

Enquiries

An Enquiry is a container for a single ongoing conversation or opportunity — a "sales project" or "deal" — linked to whichever Lead or Contact it belongs to. Enquiries can be created manully or ingested automatically from a created email inbox, and hold outbound email correspondence tied to that specific matter.

How They Fit Together

A typical flow:

1. Lead comes in
2. An Enquiry is opened to track that specific conversation
3. If it converts, the Lead is converted into a Contact, and the enquiry moves to the Contact automatically.
4. Future Enquiries attach to the Contact instead.

Not every Enquiry needs a Lead or Contact already in place — but every Enquiry belongs to one or the other.