CRM
The CRM module manages your sales pipeline from lead capture through deal closure, with contact management, activity tracking, and email integration.
Key Features
| Feature | Description |
|---|---|
| Pipeline management | Visual Kanban boards with customizable stages |
| Leads | Capture and qualify inbound leads |
| Contacts | Centralized contact and company directory |
| Deals | Track deal value, probability, and expected close date |
| Proposals | Generate and send proposals from deal records |
| Activities | Schedule calls, meetings, emails, and tasks |
| Email integration | Log emails against contacts and deals |
| Reports | Pipeline value, conversion rates, sales forecasts |
Pipeline Stages
Default pipeline stages (customizable per company):
- New Lead — Unqualified inbound lead
- Qualified — Lead meets qualification criteria
- Proposal Sent — Proposal delivered to prospect
- Negotiation — Terms under discussion
- Won — Deal closed successfully
- Lost — Deal not won (with loss reason)
Leads
Leads are the entry point of the pipeline. Each lead captures:
- Contact name and email
- Company name
- Source (web form, referral, cold call, import)
- Assigned salesperson
- Score (manual or rule-based)
Once qualified, a lead converts into a Contact and a Deal in one action.
Contacts & Companies
- Contacts represent individuals (name, email, phone, role)
- Companies represent organizations (domain, industry, size)
- A contact belongs to one company; a company can have many contacts
- Full activity timeline on each record
Deals
Track opportunities through the pipeline:
| Field | Description |
|---|---|
| Title | Deal name |
| Value | Expected revenue amount |
| Probability | Win likelihood (%) |
| Expected close | Target close date |
| Stage | Current pipeline stage |
| Owner | Assigned salesperson |
Weighted pipeline = Value x Probability, aggregated for forecasting.
Activities
Schedule and log interactions:
- Calls — Log call outcomes and notes
- Meetings — Schedule with date, time, attendees
- Emails — Compose or log external emails
- Tasks — Follow-up actions with due dates
Overdue activities appear as alerts on the Dashboard.
Proposals
Generate proposals directly from a deal:
- Select a proposal template
- Add line items with pricing
- Preview and send to the contact
- Track opens and acceptance
Accepted proposals can convert into sales orders or invoices.
Reports
| Report | Description |
|---|---|
| Pipeline overview | Total value by stage |
| Conversion funnel | Lead-to-deal conversion rates |
| Sales forecast | Weighted revenue by month |
| Activity summary | Calls, meetings, emails per rep |
| Lost reasons | Breakdown of why deals were lost |
API Endpoints
| Method | Path | Description |
|---|---|---|
| GET | /crm/leads | List leads |
| POST | /crm/leads | Create a lead |
| POST | /crm/leads/:id/convert | Convert lead to deal |
| GET | /crm/deals | List deals |
| PATCH | /crm/deals/:id | Update deal stage/fields |
| GET | /crm/contacts | List contacts |
| GET | /crm/reports/pipeline | Pipeline summary |
See the API Reference for authentication and pagination details.
Last updated on