EcoIQ
EcoIQ Platform Module

EcoIQ Sales CRM & Partner Pipeline

Track customers, partners, pilots and funding relationships from lead to contract.

EcoIQ Sales CRM & Partner Pipeline helps manage the commercial and partnership journey behind every modernisation opportunity. It connects free scans, Asset Passports, investor memos, sponsor packs, supplier matches, country atlas briefs and enterprise pilots into one structured pipeline for sales, partnerships, funding and renewals.

Core purpose: Turn EcoIQ product interest into paid pilots, partnerships, contracts and long-term accounts.

Open Sales Pipeline Add New Lead Create Opportunity Generate Proposal Prepare Investor Outreach Prepare Akimat Brief Send Follow-Up to Teams Create Sponsor Pack Link Data Room Update Deal Stage

Connected EcoIQ Modules

Revenue & Pricing Engine

Supplies the product catalogue and pricing sold through this pipeline.

Supplier & Funding Marketplace

Receives qualified supplier and funder leads from the CRM.

Executive Briefing & Board Pack Generator

Generates the proposal packs sent at the Proposal Sent stage.

Data Room & Evidence Vault

Stores the proposal, evidence and approval records linked to each opportunity.

Command Centre

Surfaces which projects are commercially active and pilot-ready.

Portfolio & Country Transition Atlas

Supplies the country briefs sold to government and investor leads.

Public Trust & Impact Portal

Supplies the approved impact story used in sponsor outreach.

Institutional Finance Engine

Supplies the finance model behind investor and funder opportunities.

API & Integration Layer

Exposes CRM records to external Dynamics/Teams systems.

Microsoft Ecosystem Core Stack

Underlies the Microsoft ecosystem partner pipeline.

Teams

Delivers follow-up reminders and approval requests.

Dynamics 365

Can host the underlying CRM records and opportunity stages.

SharePoint

Stores proposal and evidence packs shared with prospects.

Power BI

Visualises the sales and partner pipeline dashboards.

Pipeline Stages

Stage 1

New Lead

A person, company, municipality, funder, supplier or sponsor shows interest.

Stage 2

Qualified

EcoIQ confirms sector, budget, country, urgency, asset type and product fit.

Stage 3

Discovery Call

Meeting scheduled to understand pain points, assets, evidence and commercial need.

Stage 4

Free Scan / Demo

EcoIQ runs basic scan or demo using public data, sample asset or uploaded evidence.

Stage 5

Proposal Sent

EcoIQ sends proposal:

Asset PassportMRV PackInvestor MemoBoard PackCountry AtlasEnterprise PilotSponsor Impact PackSupplier Marketplace access
Stage 6

Pilot Negotiation

Scope, price, timeline, data access, approvals and expert review are discussed.

Stage 7

Contract / LOI

Commercial agreement, pilot letter, LOI, MOU or sponsor agreement is signed.

Stage 8

Implementation

Asset Passports, inspections, MRV, finance memo, supplier matching and reporting begin.

Stage 9

Expansion

More sites, regions, assets, sponsors or enterprise modules are added.

Stage 10

Renewal / Long-Term Account

Customer renews subscription, country atlas, MRV reporting or enterprise access.

CRM Contact Types

Industrial companyFactory ownerMine / quarry operatorMunicipality / akimatGovernment agencySovereign fundDevelopment bankImpact investorIslamic finance providerCSR sponsorCharity / sadaqah jariyah sponsorSupplier / installerMicrosoft ecosystem partnerUniversity / research partnerNGO / community organisationVerifier / consultant

Opportunity Fields

Organisation nameContact personCountryRegionSectorOrganisation typeOpportunity typeProduct interestEstimated deal valueProbabilityStageNext actionOwnerLast contact dateNext follow-up dateEvidence receivedProposal statusData room statusDecision makerBlockersPartner fitMaqasid/Mizan relevanceNo Harm / governance notes

Product Opportunity Types

Free EcoIQ ScanAsset PassportMobile Inspection PackMRV Verification PackInvestor Readiness MemoBoard Pack / Executive BriefingSupplier & Funding MatchCountry Transition AtlasEnterprise SubscriptionSponsor Impact PackPublic Trust Portal reportingAPI / Microsoft integration pilot

Partner Pipeline Views

View 1

Customer Pipeline

Tracks companies, municipalities, project owners and enterprise accounts.

View 2

Investor / Funder Pipeline

Tracks impact investors, development banks, CSR sponsors, Islamic finance providers and grant funders.

View 3

Supplier Pipeline

Tracks equipment providers, installers, ESCOs, engineering firms and consultants.

View 4

Government / Akimat Pipeline

Tracks public sector partnerships, city pilots, clean heating programmes and regional atlas opportunities.

View 5

Microsoft / Enterprise Partner Pipeline

Tracks Microsoft ecosystem pilots, Power BI/Teams/Fabric integration opportunities and enterprise co-sell readiness.

View 6

Sponsor / Donor Pipeline

Tracks sadaqah jariyah sponsors, CSR sponsors, charitable funds and community impact opportunities.

Pipeline Dashboard Cards

Total leadsQualified opportunitiesProposals sentPilots in negotiationLOIs signedContracts wonActive pilotsRenewal opportunitiesTotal pipeline valueWeighted pipeline valueEnterprise pipeline valueSponsor pipeline valueSupplier pipeline valueInvestor/funder pipeline valueAverage deal sizeConversion rateNext follow-ups dueStalled opportunitiesHigh Maqasid/Mizan impact opportunities

Kanban Columns

New LeadQualifiedDiscovery CallFree Scan / DemoProposal SentPilot NegotiationContract / LOIImplementationExpansionRenewal

Each card shows

OrganisationCountrySectorOpportunity typeValue bandProbabilityOwnerNext actionDays in stageRisk/blocker

Scoring Logic

Lead Fit Score

  • Sector fit
  • Country fit
  • Asset fit
  • Urgency
  • Budget potential
  • Data availability
  • Decision-maker access
  • Maqasid/Mizan impact potential
  • Revenue potential

Partner Fit Score

  • Technology relevance
  • Delivery capacity
  • Geographic coverage
  • Credibility
  • Ethical fit
  • Evidence quality
  • No Harm risk
  • Microsoft ecosystem compatibility where relevant

Funding Fit Score

  • Sector fit
  • Geography fit
  • Ticket size fit
  • Impact alignment
  • Documentation readiness
  • Deadline urgency
  • Islamic finance suitability where relevant

Outreach Templates

Template 1

Investor outreach

Subject: EcoIQ finance-ready industrial modernisation pipeline

Message: We are building an evidence-based pipeline of industrial modernisation projects with Asset Passports, finance memos, MRV plans and governance review. I would be happy to share a short investor brief on opportunities across Kazakhstan, the UK, Saudi Arabia and Türkiye.

Template 2

Akimat / Government outreach

Subject: EcoIQ clean heating and industrial modernisation atlas

Message: EcoIQ can help map high-harm assets, identify finance-ready projects, prepare clean heating opportunities and track verified impact through MRV.

Template 3

Supplier outreach

Subject: Supplier opportunity for verified modernisation projects

Message: EcoIQ is building a supplier and funding marketplace for evidence-based industrial upgrades. We would like to understand your capabilities and match qualified opportunities after human approval.

Template 4

CSR / Sponsor outreach

Subject: Sponsor verified clean heating and community impact

Message: EcoIQ can structure sponsor-ready clean heating and harm-reduction projects with before/after evidence, MRV reporting and approved public impact summaries.

Template 5

Microsoft ecosystem partner outreach

Subject: EcoIQ Microsoft-ready industrial modernisation platform

Message: EcoIQ is building a Microsoft ecosystem-ready platform using concepts around Fabric, Power BI, Teams, SharePoint, Azure Digital Twins and AI agents to modernise industrial assets and generate verified impact reports.

Example Opportunities

Organisation

Kazakhstan Regional Akimat

Proposal Sent

Type: Government / Akimat

Interest: Country Transition Atlas + clean heating pilot

Next action: Send Kazakhstan Clean Heating Opportunity Pack and request pilot meeting.

Potential products

Country AtlasAsset PassportsMobile InspectionMRV PacksPublic Trust Portal
Organisation

UK Manufacturing SME

Free Scan / Demo

Type: Industrial company

Interest: Factory Energy Efficiency + Investor Memo

Next action: Create Asset Passport for production line and propose Mobile Inspection Pack.

Organisation

CSR Sponsor

Qualified

Type: Sponsor / donor

Interest: Village Clean Heating Sponsor Impact Pack

Next action: Share sponsor-ready project list and MRV reporting structure.

Organisation

Heat Pump Supplier

Discovery Call

Type: Supplier / installer

Interest: Supplier Marketplace

Next action: Collect supplier capability profile and certification evidence.

Organisation

Islamic Finance Provider

Pilot Negotiation

Type: Funder

Interest: Clean heating / asset-backed finance

Next action: Prepare Islamic Finance Brief and request Shariah review process.

Organisation

Microsoft Ecosystem Partner

Discovery Call

Type: Enterprise / technology partner

Interest: Power BI + Teams + Fabric integration

Next action: Share Microsoft Core Stack page and propose enterprise pilot architecture review.

Amanah Autopilot for CRM

Amanah Autopilot can run overnight and:

  • Find leads needing follow-up
  • Identify free scans ready for upsell
  • Detect stalled proposals
  • Prepare outreach drafts
  • Prepare investor/funder briefing packs
  • Flag sponsor-ready projects
  • Identify enterprise pilot opportunities
  • Update pipeline priorities
  • Prepare morning sales briefing

Morning sales briefing example: "7 follow-ups are due, 3 free scans are ready for Asset Passport upsell, 2 CSR sponsors should receive clean heating packs, 1 akimat opportunity needs a Country Atlas proposal, and 1 Microsoft partner meeting needs a technical brief."

Microsoft / Dynamics Integration

  • Dynamics 365 for CRM records and opportunity stages
  • Microsoft Teams for follow-up reminders and approvals
  • Outlook / Microsoft Graph for meeting and email workflows
  • SharePoint for proposal and evidence pack storage
  • Power BI for sales pipeline dashboards
  • Power Automate for automated reminders and approval routing
  • Microsoft Fabric for customer and project analytics

Data Room Connection

Each opportunity can link to:

Proposal packInvestor memoBoard packSponsor packCountry atlasSupplier RFQMRV reportPublic impact summaryApproval record

No Harm Gate for Sales

Before outreach or commercial action, check:

  • Is the claim evidence-backed?
  • Is the customer vulnerable?
  • Could pricing be unfair or unclear?
  • Is sponsor impact verified or clearly labelled?
  • Are supplier/funder relationships disclosed?
  • Is Islamic finance wording reviewed?
  • Is public impact wording approved?
  • Is personal data protected?
  • Is human approval needed before contacting suppliers/funders?
  • Are we avoiding overpromising savings, funding or impact?

Safety and Governance

  • Sales pipeline outputs are commercial support tools, not legal, investment or financial advice.
  • EcoIQ must not overpromise guaranteed funding, savings, emissions reduction or impact.
  • Supplier, funder and sponsor claims require due diligence and approval.
  • Islamic finance positioning requires qualified review where relevant.
  • Public impact statements require MRV evidence and approval.
  • Outreach should respect privacy, consent and anti-spam rules.
Open Sales Pipeline Add New Lead Create Opportunity Generate Proposal Prepare Investor Outreach Prepare Akimat Brief Send Follow-Up to Teams Create Sponsor Pack Link Data Room Update Deal Stage