§ 02 · Stacks — Hub

Back-office processes, inside the CRM you already run.

The process doesn’t replace your CRM. It reads via the API, proposes changes, and your admin confirms them inside the system they already use. Your reports still pull from the same place. Your audit trail still lives in one system.

• Data quality inside Salesforce — dedup scan, merge drafts, admin approval
• Contact enrichment inside HubSpot — firmographic writeback with source flags
• Pipeline audit inside Pipedrive — weekly stale-deal report for sales-ops

Standing rules, across all stacks

• The process drafts. A human approves.
• No customer-facing output. No marketing emails, no auto-replies to leads.
• Exceptions route to one weekly or daily report, not 40 notifications.
• Nothing writes to a system you didn’t already connect.