Discover ANC CRMCapabilities
Capabilities
What the CRM can do out of the box and what was built specifically for ANC.
Capabilities
Core capabilities
- Companies, People, Opportunities, Notes, Tasks
- Table, Kanban, Calendar views with filter/sort
- Native email + calendar sync (Microsoft 365 / Google)
- Dashboards with bar, pie, gauge, number, and line widgets
- REST and GraphQL APIs
- Custom agents (Helper is the default)
- File storage
Built specifically for ANC
Fields added to Opportunity
| Field | Purpose |
|---|---|
probability | SF-style 0–100 likelihood |
proposalDueDate | Primary sort for the proposal pipeline |
substantialCompletionDate | Key date for the Backlog view |
paidAmount / percentPaid | Finance status |
accountExecutive / accountExecutiveEmail | Owner (TEXT — no workspace seat issued for every legacy seller) |
margin / revenue2026 / margin2026 / revenue2027 / margin2027 | Per-year revenue and margin for executive dashboards |
proposalStage | RFP / SALES_LEAD / BAFO / LOI / EXISTING_CLIENT_BUDGET |
priority | PRIORITY_1_RFP / BEST_AND_FINAL / PRICING_COMPLETE |
pricingComplete + pricingCompleteDate | Flips TRUE when the one-pager is generated |
technologyVendorPartner | LG / Yaham / etc. |
businessUnit | TECHNOLOGY / VENUE_SERVICES / MEDIA_SPONSORSHIP |
league | NFL, NBA, MLB, NHL, NCAA, MLS, WNBA, NWSL + 12 more |
bidStatus | RFP_RECEIVED → WON / LOST / NO_BID |
Custom objects
opportunityRevenueSplit— per-fiscal-year INSTALL / SERVICE / LICENSING / OTHER splitsopportunityTeamAllocation— per-team sale price and expense for advertising-style deals (the Hankook-MLB pattern across 9 teams)serviceTicket,designRequest,estimate,rfpAnalysis— linked to both Company and Opportunity
Custom views
Views tailored to the proposal and executive reporting workflows — see Views for the full list and what each one sorts by.
Custom AI
- Boyka — 30 ANC-specific skills (pipeline-tracker, rfp-analyzer, sow-generator, designer-ai, ticket-triage, and more)
- Designer AI — generates venue mockup images in ~20 seconds and auto-creates Design Requests
Tab layouts per record
- Company detail: 9 tabs including Tickets, Estimates, Design Requests, RFP Analyses, Venues, Team Allocations
- Opportunity detail: Revenue Splits, Estimates, Team Allocations tabs
- Venue detail: Tickets, Events, Opportunities, Estimates, RFP Analyses tabs
Intentionally not built
- Operational ticket workflows inside the CRM. Field operations live on the Service Dashboard. The CRM surfaces linked tickets at the account level for visibility, but doesn't re-implement the ticket lifecycle UI.
- Einstein-style auto-capture. Not replicated — it didn't produce reliable results in the previous setup.
- Deep financial tracking on advertising opportunities. Advertising opps are intentionally kept lightweight — tracking-only, not full pipeline accounting.