Axioma CRM · Version 2
Keep funding work coordinated.
One relationship record connecting business development, funding, files, priorities, and delivery.
Connections pending
Google WorkspaceEmail · Drive · Calendar
↔
Axioma CRMPeople · Funding · History
↔
AsanaTasks · Projects · Delivery
24Active prospects
18Current clients
11Funding opportunities
7Priorities due soon
Business development
| Organization | Primary contact | Relationship | Next action |
|---|---|---|---|
| Beaver Lake Cree Nation | Community Leadership | Current client | Grant report · Jul 22 |
| North River Foundation | Funding Team | Prospective funder | Intro call · Jul 25 |
| Community Futures Network | Program Director | Prospective client | Send profile · Jul 29 |
Contacts
| Name | Organization | Role | |
|---|---|---|---|
| Naomi Cardinal | Axioma Consulting | Managing Director | naomi@axioma.ca |
| Jordan Lee | North River Foundation | Program Officer | jordan@example.org |
Organizations
Organization records will connect contacts, opportunities, Drive folders, and Asana projects without duplicate entry.
Grant Funds
Track funders, eligibility, deadlines, application status, and reporting obligations.
Clients & prospects
Filter business development by month, quarter, relationship stage, owner, and service area.
Activity log
| When | Person | Change |
|---|---|---|
| Today · 3:14 PM | Naomi | Updated contact details |
| Today · 11:08 AM | Rinzu | Linked Google Drive folder |
Demonstration interface only. Do not enter real client information until Google Workspace authentication, shared data storage, audit logging, and Asana synchronization are connected.