Every module, documented.

A single view into the health and momentum of your workspace. Track active leads, deals, activities, and team performance from one screen with real revenue forecasting.

Capabilities

• Lead metrics: active, qualified, stale, overdue next steps
• Pipeline metrics: value, weighted forecast, stale deals, overdue activities
• Win rate, average deal cycle, revenue forecast, and conversion funnel
• Team activity chart and leads needing attention
• Recent workspace audit feed and widget lead analytics

The entry point of every sales cycle. Leads capture the first contact before qualification, surface stale records automatically, and convert into downstream CRM records.

Capabilities

• Search, filters, stale filter, assignee filter, pagination via nuqs
• Lead score with inactivity decay
• 360 degree detail page with contact info, notes, tags, and timeline
• Inline status and assignee updates
• One-click conversion to Contact + Company + Deal

Physical persons: clients, partners, and contacts inside companies. Each contact has linked deals, order context, and a complete interaction timeline.

Capabilities

• Search, company, owner, and tag filters
• Company link, job title, contact details, tags, and owner
• Related deals, order history, and activity timeline
• Create and edit forms with React Hook Form and sticky FormBar

B2B accounts and potential clients with account-level context alongside individual contacts, open deals, lifetime value, and full interaction history.

Capabilities

• Search, industry, and status filters
• Key contacts, industry, size, website, status, and owner
• Open deals, won deal purchases, and order history
• Lifetime value and activity timeline across the team

The core sales pipeline. Deals move through configurable stages with validated transitions, weighted forecast, and catalog-backed deal products.

Capabilities

• Kanban board with nuqs filters and drag-and-drop
• Stage transition validation and lost reason tracking
• Weighted forecast on every deal card
• Deal product editor with quantity, price, discount, and automatic amount recalculation
• Owner-configurable pipeline stages

Tasks, calls, meetings, email follow-ups, and notes share one timeline so every customer interaction remains visible on the entity card.

Capabilities

• Types: task, call, meeting, email, note
• Priorities, due date, completion and reopen flow
• Assignment to workspace members with notification
• Overdue filter and quick-create from entity detail
• Daily digest email for overdue work

A post-sale view of companies with won deals. Customer health and churn risk are computed from real CRM activity and revenue history.

Capabilities

• Workspace-scoped customer list sorted by lifetime value
• Health scoring: healthy, at risk, churned
• Churn-risk filter
• Lifetime value from won deals and completed orders
• Customer detail redirects to Company 360 degree view

The product catalog is the single source of truth for pricing and inventory, used in deals, order snapshots, and public API responses.

Capabilities

• Products with SKU, type, status, price, dimensions, stock, and inventory tracking
• Images with drag-to-sort and Vercel Blob delivery
• Bundle editor with simple product components
• Categories and brands
• Read-only public API access

Workspace-scoped orders for e-commerce operations with line items, buyer snapshots, statuses, audit trail, and idempotent public API intake.

Capabilities

• Status workflow from pending to delivered, cancelled, or refunded
• Line items with product name snapshot, SKU, unit price, quantity, and discount
• Optional link to Contact or Company
• Idempotent import through POST /api/v1/orders
• Status lookup and update through public API

Connected e-commerce platforms can push registered buyer profiles into the CRM workspace without giving the CRM ownership of storefront login.

Capabilities

• POST /api/v1/customers upserts storefront customer profiles
• Identity scoped by organization, integration source, and external ID
• Registered checkout links orders to external customers
• Guest checkout keeps buyer snapshot without an account
• Rate-limited, audited, workspace-isolated

In-app notifications and daily email digests keep each workspace member focused on their own overdue, stale, and assigned work.

Capabilities

• Bell in sidebar with unread badge
• Click-to-navigate and mark-read flow
• Daily digest for overdue activities, stale leads, and stale deals
• Assignment notifications
• Workspace notification preferences

Workspace organization roles control CRM access, while Better Auth admin roles are reserved for platform-level administration.

Capabilities

• Owner, Manager, Viewer workspace roles
• Email invitations with locked invitation email
• Workspace-local suspension without global account ban
• Member detail page with CRM summary
• Active workspace selector for users in multiple workspaces

Workspace-specific configuration for pipeline, lead sources, integrations, notification preferences, currency, profile, and theme.

Capabilities

• Pipeline stage editor
• Lead source settings
• API tokens and JS widget configurations
• Workspace currency and name editing
• Notification preferences and theme

Full REST API surface for e-commerce integration: leads, customers, orders, products, inventory, payments, shipments, returns, and platform adapters.

Capabilities

• JS widget with origin allowlist, rate limit, and anti-spam checks
• REST API with scoped Bearer tokens and OpenAPI 3.1 docs
• Lead, customer, order, and product endpoints
• WooCommerce adapter with HMAC-SHA256 verification
• Shopify adapter support through the same contract
• Zapier / Make action for no-code lead and order intake