B2B & B2C Tracking
Manage individual Contacts alongside complex Company profiles. Every touchpoint, meeting, and note is attached to the customer record.
From the first touch to the final payment. Built for considered-purchase deals where closing involves contracts, earnest deposits, scheduled payments, and automated commission structures.
Why
Traditional CRMs leave you to manage the hardest part—contracts, invoices, and sales commissions—in external spreadsheets. Structo's CRM natively integrates contract generation, earnest money tracking, scheduled payments, and automated performance bonuses, directly tied to the lead and pipeline stage.
Capabilities
Manage individual Contacts alongside complex Company profiles. Every touchpoint, meeting, and note is attached to the customer record.
Configure stages tuned to your sales cycle. Deals move visually through custom-defined stages, carrying custom fields and requirements with them.
Generate and track contracts directly from the lead view. Stop jumping into DocuSign to figure out if the deal is actually closed.
Track earnest money deposits and subsequent payments directly against the lead. The deal doesn't move to closed-won until the money clears.
Configure bonus rules, and the system automatically calculates rep commissions based on closed contracts and received payments—eliminating end-of-month spreadsheet reconciliation.
Add custom fields to any pipeline. Built-in support for tracking highly specific data, such as apartment interests for property developers.
Showcase
Showcase / 01
Kanban view across all pipelines, with deal cards that show not just value, but contract status and payment progress. Drag to update, filter by rep or value.
Board view · drag to advance, view contract status.
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1,600 × 1,000
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Kanban board — 6 columns of deal cards, red borders on stale deals, a sidebar with filters, top-bar with weighted forecast and last-week conversion delta.
Showcase / 02
Click any deal to see the customer profile, every email, scheduled payments, generated contracts, and the rep's calculated bonus for the deal.
Deal page · activity timeline + linked contracts and payments.
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1,600 × 1,000
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Deal detail — customer profile sidebar, activity timeline with calls/emails/SMS, linked records preview from other modules, scheduled next-action with reminder.
Showcase / 03
Track rep performance and commission payouts in real-time. The CRM Analytics suite rolls up pipeline velocity, conversion rates, and total bonus liabilities.
Analytics · conversion rates and commission tracking.
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1,600 × 1,000
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Forecast dashboard — committed / best-case / weighted lines on a quarter chart, breakdown table by rep, exportable to financial.
We used to lose days at the end of the month reconciling closed deals with bank deposits and calculating commissions. Now, the CRM does it all instantly the moment the contract is signed.
We'll set up a sandbox with sample records like yours. Demo runs 30 minutes; no card required.