CRM Module Overview

The CRM module is the core of this application. It provides contact management, lead capture, deal tracking, sales pipelines, activity logging, and unified customer data across quotes, tickets, and appointments.

Note: Legacy CMS and e-commerce modules (blog, products, courses, etc.) remain available but are disabled by default on fresh installs. Enable them in Settings → Module Settings if needed.

Table of Contents

1. Features
2. Admin Routes
3. Default Module Profile
4. Permissions
5. Key Concepts
6. Related Modules
7. Next Steps

Features

• ✅ Contacts — Central customer records with 360° view
• ✅ Accounts — B2B company management
• ✅ Leads — Capture, qualify, score, and convert leads
• ✅ Deals — Track opportunities with value and close dates
• ✅ Pipeline Board — Kanban drag-and-drop deal management
• ✅ Pipelines — Configurable stages with win/loss probability
• ✅ Activities — Calls, emails, meetings, notes, and tasks
• ✅ Email Composer — Send from Gmail, Outlook, or SMTP with auto-logging
• ✅ Email Sequences — Multi-step drip campaigns with open/click tracking
• ✅ Automation Workflows — Trigger-based automation (assign, enroll, task, webhook)
• ✅ Contracts — E-signature collection via public signing link
• ✅ Lead Forms — Embeddable web forms that create leads automatically
• ✅ Segments — Saved dynamic contact groups with re-sync
• ✅ Tags — Colour-coded labels across contacts, leads, and deals
• ✅ CRM Dashboard — Pipeline KPIs, funnel charts, lead sources
• ✅ Reports — Sales analytics with CSV export
• ✅ Import / Export — CSV for contacts, leads, and deals
• ✅ API — Sanctum-protected REST API + public lead capture
• ✅ Webhooks — Inbound (Zapier/Make) and outbound events
• ✅ Unified Data — Quotes, tickets, appointments link to contacts

Admin Routes

After login, users with CRM access are redirected to the CRM dashboard by default.

Default Module Profile

Fresh installs use the CRM-first profile (CrmProfileSeeder):

Re-enable optional modules anytime at Settings → Module Settings.

Permissions

CRM uses granular Spatie permissions:

Recommended roles:

• CRM Admin — All CRM permissions
• Sales Manager — All except delete and pipeline management
• Sales Rep — View/create/edit own contacts, leads, and deals

See Roles & Permissions for setup details.

Key Concepts

Contact is the Hub

Every customer interaction links to a Contact record. Quotes, tickets, appointments, orders, and deals all reference contact_id for a unified 360° view.

Lead → Contact + Deal

Leads are unqualified prospects. When qualified, use Convert Lead to create (or link) a Contact and optionally a Deal in the default pipeline. Data carries over — nothing is duplicated.

Pipeline Stages

Deals move through configurable stages (e.g., New Lead → Contacted → Qualified → Proposal → Negotiation → Won/Lost). Each stage has a probability percentage used in forecasting.

Activities

Activities (calls, emails, meetings, notes, tasks) attach polymorphically to contacts, accounts, leads, or deals. Due activities trigger reminder notifications.

Automatic Lead Capture

Leads are created automatically from:

• Website contact form (/contact)
• Service inquiry submissions
• Quote requests
• Public API (POST /api/public/leads)
• Inbound webhooks (POST /api/public/webhooks/leads)

Client Portal (/dashboard)

Registered users access a CRM-first client portal at /dashboard. Navigation and dashboard widgets are driven by enabled modules — disabled modules never appear and their data is not queried.

Default CRM profile portal items

E-commerce sections (orders, wallet, wishlist, downloads, address book) appear only when the products module is enabled. Disabled module URLs redirect to the portal overview with a flash message.

Linking contacts to portal users

When a contact record has a user_id, the admin Contact 360° view shows the linked portal account and a link to /dashboard.

Related Modules

Next Steps

• Contacts & Accounts — Manage customer records
• Leads & Deals — Lead qualification and pipeline
• Pipelines & Activities — Stage management and timeline
• Reports & Integrations — Analytics, API, webhooks
• Email & Sequences — Email composer, Gmail/Outlook, drip campaigns
• Automation Workflows — Trigger-based automation rules
• Contracts & Lead Forms — E-signatures and embeddable forms
• Segments & Tags — Contact grouping and labelling
• Getting Started Guide — Post-install CRM setup
• API Documentation — CRM API reference

Last updated: June 2026