🏢 Client CRM

Clients — one pane of glass

Accounts, contacts, deals, activity, tasks and renewals for every client ITG is paid on — cross-linked and backed by the Notion databases (system of record). Add, edit, log and complete right here.

Tip: click a card to filter or sort the register — click again to clear.

📊 How is ICP / Fit scored?click to expand

ICP / Fit is a 0–100 score that blends five signals ITG can actually act on. It tells you which paying accounts are worth proactive attention and where the upside is. Tier 1 ≥ 78 · Tier 2 60–77 · Tier 3 < 60. Each client's exact split is shown in its profile.

Budget · 25 pts

Monthly net-billed spend with ITG. Higher current billing = more at stake.

≥$10k=25 · $5–10k=22 · $2–5k=18 · $1–2k=14 · $500–1k=10 · <$500=6

Vertical fit · 20 pts

How well the industry matches ITG's strongest plays.

Healthcare / Retail / Hospitality=20 · Auto / Ag=17 · other=14

Scale · 20 pts

Number of circuits / sites under management — the expansion surface.

≥20=20 · ≥10=16 · ≥4=12 · ≥2=8 · 1=5

Contact access · 15 pts

Whether ITG has a reachable decision-maker.

Direct email=15 · named only=9 · none=4

Engagement · 20 pts

How warm the relationship is right now.

Active=20 · warm=14 · stale=8 · at-risk=6

🔎

Client Register

Snapshot · July 27, 2026

Client	Vertical	Location	Key contact	Carriers	MRR $/mo ▼	Circuits	Engagement	ICP / Fit	Tier

Scope: only clients ITG is actively paid commission on (per the commission statements). Spend = approx monthly net-billed aggregate. ICP / Fit (0–100) = Budget + Vertical fit + Scale + Contact access + Engagement · Tier 1 ≥78 · Tier 2 60–77 · Tier 3 <60. Enriched from commission runs + Xero + Apollo + Gmail + web, July 27, 2026. Archiving: use the 🗄 button to set an account aside; team-wide, setting a client's Notion status to Past archives it everywhere.

Contacts

Name	Title	Role	Account	Email	Phone

Deals & Pipeline

Activity

Tasks & follow-ups

show completed

Renewals & contracts

Account	Carrier	Type	Date ▲	MRC $/mo	Status	Note

Site Connectivity

Reports

Live rollups across the working book