Command Center
Omnichannel pipeline dashboard with weighted forecasting, stage velocity metrics, and cross-team workload visibility. Tailored alerts highlight deals that need attention based on sentiment and activity recency.
Experience blueprint
The platform blends structured CRM workflows with intelligent nudges that help account teams take the right action at the right time. Every panel is intentionally crafted to reduce noise and surface actionable signals.
Client Pulse AI
Natural-language sentiment scoring ingests meeting transcripts and email threads to flag risk and upsell opportunities. Suggested next steps generate in-app tasks or push to Slack, Asana, or Notion.
Revenue Studio
Scenario planning with drag-and-drop forecasting, budget allocation, and staffing recommendations. Finance teams export snapshots directly into Airtable or Google Sheets with live formulas intact.
Technology stack
- Next.js 14 with React Server Components for ultra-responsive dashboards.
- Supabase Postgres + Row Level Security powering multi-tenant data segregation.
- tRPC microservices with background jobs handled by Inngest and Temporal.
- OpenAI Assistants API for contextual coaching and sentiment analysis.
- Segment + Metabase for analytics pipelines and stakeholder reporting.
Outcome highlights
Latitude CRM is already driving results for studio clients piloting the system:
- Sales teams reduced weekly status meetings by 42% thanks to asynchronous deal recaps.
- Account managers resolved at-risk engagements 2.4× faster with proactive sentiment alerts.
- Leadership gained a unified forecast view consolidating HubSpot, QuickBooks, and Notion data.
I’ll adapt the workflows to match your current CRM, import legacy data, and integrate with the tools your teams already trust. Pilot programs typically go live in six weeks.