Aptitude CRM
CommonLabs · Robotics Intelligence
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Today's Focus
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Open Opps
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Wtd Pipeline
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Overdue
Today's Focus
My Focus
Team Focus
Prospect universe · scored and segmented
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Tier
Segment
Region
Source
Status
Company Segment Industry Size Tier Score Campaigns Leads Opps
All contacts across accounts
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Segment
Name Title Account Segment Email Source Owner
Engaged contacts · qualify to opportunity
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Status
Contact Title Company Segment Score Source Status Owner
Active deals · action queue · weighted pipeline
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Stage
Opportunity Account Seg Stage Value Weighted Next Action Due Owner
Outbound operations · track sent, opens, replies, meetings
Shared library · tagged by segment · used in all email composers
Ideal customer profiles · three segments
5-touch outbound templates · segment-specific
Full audit trail · every field change tracked
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Integrations and configuration
Supabase
Project URL
Anon Key
Supabase → Project Settings → API
Google OAuth
Gmail send and Google Calendar sync use your OAuth token from Google sign-in.
Required scopes: gmail.send · gmail.readonly · calendar.events
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Apollo Enrichment
API Key
Apollo.io → Settings → Integrations → API Keys · Free tier: 50 credits/month
Calendar Defaults
Meeting Duration
Default Location
Aptitude CRM v1.3.0
CommonLabs · Built 2026-02-27