Deal-to-Delivery Automated Pipeline
Closed CRM deals automatically generate draft invoices, client workspaces, and delivery milestones.
The most dangerous moment in any service or project business is the handoff from sales to execution. Sales reps celebrate a closed contract, but project managers don’t receive the specifications for two weeks. Spike Console connects your commercial pipeline directly to project boards.
0 Sec
Handoff latency between sales & operations
100%
Deliverable milestones aligned with contract
3x Faster
First milestone delivery completion
Auto-Invoiced
Initial contract mobilization invoices
Manual drag vs autonomous execution
- ×Sales signs a client deal in HubSpot, then forgets to brief the delivery team for 10 days.
- ×Project managers re-typing contractual scope and milestones into Trello or Asana manually.
- ×Initial deposit invoices delayed because finance wasn’t notified that the contract was signed.
- ×Clients frustrated on day one because onboarding feels disorganized and disjointed.
- ✓Moving a deal to "Won" in Spike CRM automatically spawns the project workspace.
- ✓Contractual line items and scope convert directly into deliverable milestones and task lists.
- ✓Finance automatically receives a draft deposit invoice ready for one-click approval and dispatch.
- ✓Client receives a welcome onboarding portal link with clear project timelines and point of contact.
Autonomous event bus telemetry
Demonstration of real daemon log events dispatched by Spike during this workflow.
Step-by-step operational timeline
Sales Closes Deal in CRM
Account executive drags deal to "Closed Won" (₦3,500,000 Corporate Rebranding).
Spike Automation Trigger
Project board created; 4 contractual milestones populated; team lead assigned.
Mobilization Invoice Dispatched
50% mobilization invoice (₦1,750,000) sent to client; client portal credentials generated.
Built-in operational safeguards
Autonomous Project Provisioning
No manual project setup. Deal specifications, custom scope items, and delivery deadlines translate into milestone boards instantaneously.
Mobilization Invoice Generation
Generates the initial 50% mobilization or retainer invoice with embedded bank checkout the moment the contract closes.
Team Role Assignment
Automatically assigns project leads and operational team members based on the service tags on the won CRM deal.
Client Welcome & Portal Invitation
Dispatches a white-labeled onboarding email and WhatsApp greeting with a direct link to track delivery progress.
Apps orchestrating this workflow
CRM
Deals pipeline & customer contact history
Projects
Milestones, timesheets & deliverable tracking
Billing
Mobilization & milestone invoicing
Automation
Event buses & webhook pipelines
Frequently asked questions
Automate this workflow on Spike Console
Activate this operational routine today. Zero setup contracts. Unlimited team seats.