Table of Contents

Use this guide to work with Meddicc Score inside the built-in CRM (deals, contacts, companies). The CRM runs on its own—no HubSpot cards are required—and you can optionally blend HubSpot pipeline data on top of it from the Settings page.

Quick start and access

  • Create an account at /auth/signup or follow the invite email sent from Settings → Users. Set a password via /auth/set-password if prompted, then open /crm.
  • The top bar shows your plan, data source (CRM or HubSpot), and a global search. The Upgrade button opens the paywall/customer portal depending on your plan.
  • Free workspaces can store up to five deals, five contacts, and five companies. The paywall appears when you try to create the 6th record of any type.
  • Optional: connect HubSpot in Settings → Data sources. When connected, HubSpot deals/contacts/companies appear mixed into the views but stay read-only inside this CRM; CRM-native records remain fully editable.
  • Home dashboard shows pipeline coverage (total value, closing this quarter, past-due, win/loss), average/median MEDDICC scores, and a “ready to commit” counter (80+ scores).
  • Urgency board orders dated deals by soonest close date and lowest score so you can triage by risk.
  • Contact follow-ups panel surfaces contacts linked to dated deals, with assessment status, talking points, and draft email availability.
  • Quick actions in the hero let you jump to Review deals or Create deal. Global search in the header looks across deals, contacts, and companies; pass userId in the URL to fetch the right workspace when you rely on HubSpot sync.

Deals workspace

  • List view: filter by stage, framework, or free-text search. Columns show stage, framework tag, score gauge (0–100), close date, and amount.
  • Built-in stages: Prospecting, Qualification, Discovery, Demo/Presentation, Proposal, Negotiation, Commit, Closed Won, Closed Lost.
  • Actions on CRM deals: create, clone, or delete. HubSpot-synced deals stay visible but cannot be edited here.
  • Associations: link contacts and companies from the deal form. Links are kept in sync both ways so related records always show each other.

Deal form and scoring flow

  • Core fields: name, amount, close date, stage, and framework selector. Framework catalog includes MEDDICC, MEDDPICC, BANT, SPICED, GPCTBA/C&I, FAINT, CHAMP, SCOTSMAN, ANUM, SPIN, and Command of the Message.
  • MEDDICC questions include optional inline guidance (info icon). AI feedback appears under each section and stays attached to the latest scoring run.
  • Score with AI (or manual score edit) uses the model picked in Settings. AI returns per-section feedback, a numeric score (0–100), and Next steps / deal assessment.
  • Manual overrides: if allowed in Settings, reps can change frameworks per deal and edit the numeric score. Automatic rescoring after edits can be toggled in Settings.
  • Prerequisites: save the deal first; scoring needs completed MEDDICC fields. Automatic scoring re-runs after form edits when enabled.

Contacts workspace

  • Fields: name, email, job title, and associated companies. Link deals so the contact appears in the follow-up queue.
  • Assess with AI becomes available after saving the contact and linking at least one deal. The assessment returns a summary, talking points, and (when present) a draft email you can open from the card.
  • When HubSpot sync is active, HubSpot contacts display read-only; create CRM contacts to edit directly.

Companies workspace

  • Track company name, website, industry, address, and description.
  • Link deals and contacts; gauges on the card show deal scores so you can judge account health. You can create a new deal directly from the company view and associate existing deals via the modal.

Settings and administration (admins only)

  • Data sources & access: CRM data is always on. Optionally connect HubSpot; pick whether reps can switch frameworks, edit scores, and view reports.
  • Scoring & AI:
    • Scoring method: “All questions combined” vs. “Per section averages” (0/0.5/1 per section, averaged and scaled to 0–100).
    • AI provider: OpenAI (GPT 4.1), Google (Gemini 2.5), Anthropic (Sonnet 4), Meta (Llama 4 via Groq), GPT-OSS (via Groq), or Azure OpenAI. Azure fields (resource/base URL, API key) are stored encrypted.
    • Automatic scoring toggle: when on, rescoring runs after users edit MEDDICC fields.
  • Company profile: add name, industry, value proposition, pains, and product list to keep AI answers on-brand.
  • Frameworks: choose the default framework for new deals and edit questions/guidance per section. At least one question per section is required; changes apply to all workspace members going forward.
  • Users & licenses: see seats used vs. available, invite teammates (free or premium), upgrade/downgrade seats, promote/demote admins, or delete users. Premium/Team plans add included seats; free workspaces start with zero included seats.
  • Billing: open the customer portal or upgrade flow from Settings. The UI “danger zone” delete option is intentionally disabled right now.

Limits and billing behavior

  • Free plan: up to 5 deals, 5 contacts, 5 companies; creating the 6th shows the paywall.
  • Premium/Team: removes low record limits and adds seats. Upgrade via the header button or Settings → Billing & workspace health.

Troubleshooting tips

  • Seeing sample data or empty lists? Make sure you are signed in; if relying on HubSpot sync, pass the correct userId and verify the connection in Settings → Data sources.
  • Cannot edit a record? HubSpot-synced records are read-only inside this CRM; create or clone a CRM record to edit.
  • “Score with AI” disabled? Save the deal and fill in MEDDICC fields; scoring is available once the deal exists and has content.
  • Contact assessment button missing? Save the contact and link at least one deal so AI has context.
  • Hitting seat or record limits? Check Settings → Users for seat usage, or upgrade from the header or Settings.

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