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CRM and opportunities

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StormTrust supports enough relationship state to close the weather-to-outcome loop. It does not require every tenant to abandon an existing CRM.

Leads

A lead represents an early actionable relationship among a person, property, business, event, and tenant.

Contacts

A contact distinguishes the person or organization, property relationship, source, consent, and permitted communication channels.

Opportunities

An opportunity represents potential commercial value. It may include property, contact, event, stage, owner, expected value, probability, source, and external CRM identity.

Activities

Activities may include calls, email, text messages, visits, notes, inspections, meetings, and status changes.

External CRM systems

StormTrust may integrate with contractor and general-purpose systems through adapters or APIs. Candidate systems include JobNimbus, HubSpot, Salesforce, and AccuLynx.

Exact supported integrations remain roadmap decisions. External systems may remain the final sales system of record.