JLL Tung
Business Problem
Many businesses manage repeat customers who engage in multiple sales cycles over time, such as new projects, renewals, or additional orders. Today, Respond.io’s Lifecycle is contact-centric, which makes it difficult to track multiple, distinct deals associated with the same contact.
As a result, teams must rely on external CRM or pipeline tools to manage deals, fragmenting sales data and increasing operational complexity.
Current Limitation
  • Contacts can only be represented by a single lifecycle path
  • There is no concept of multiple deals or opportunities per contact
  • Pipeline visibility, deal-level reporting, and historical deal tracking are not supported
Desired Outcome
  • Introduce a deal-based pipeline system that integrates with Lifecycle management, enabling:
  • Multiple deals per contact, supporting repeat or parallel sales opportunities
  • Independent lifecycle stages per deal (e.g. New → Quoted → Won → Lost)
  • Deal history visibility, including total number of deals and cumulative value per contact
  • Deal filtering and views by status (Open, Won, Lost) and pipeline stage
  • Pipeline-level metrics, such as total deal value, win/loss ratios, and conversion rates
  • Optional linkage between deals and conversations, providing full sales context within the inbox