Reports & Integrations

Analyze sales performance, export data, and connect CRM to external systems via API and webhooks.

CRM Dashboard
Reports
Import & Export
REST API
Public Lead Capture
Webhooks
Environment Variables

CRM Dashboard

Route: /admin/crm

The CRM dashboard is the default landing page for admin users with CRM access.

KPI Widgets

Widget	Description
Pipeline Value	Total value of open deals
Deals Won (MTD)	Won deals count and value this month
New Leads (7d)	Leads created in the last 7 days
Conversion Rate	Percentage of leads converted
Activities Due	Overdue and due-today task count
Top Deals	Highest-value open opportunities

Charts

Pipeline Funnel — Deal count by stage
Lead Sources — Pie chart of lead origin
Trends — Lead and deal activity over time

Reports

Route: /admin/crm/reports

Requires view crm reports permission.

Available Reports

Report	Description
Deals Won/Lost	Closed deals by period
Sales by Rep	Revenue grouped by deal owner
Pipeline Summary	Open deals by stage and value
Lead Sources	Lead volume by source
Conversion Metrics	Lead-to-deal conversion rates

CSV Export

Click Export CSV on the reports page, or use:

GET /admin/crm/reports/export

Query parameters: type, from, to, owner_id

Import & Export

Route: /admin/crm/import-export

Export

Data	Route
Contacts	`GET /admin/crm/export/contacts`
Leads	`GET /admin/crm/export/leads`
Deals	`GET /admin/crm/export/deals`

Downloads CSV files with all standard fields.

Import

Data	Route	Format
Contacts	`POST /admin/crm/import/contacts`	CSV with headers
Leads	`POST /admin/crm/import/leads`	CSV with headers

Required CSV columns for contacts: first_name, last_name, email

Required CSV columns for leads: first_name, last_name, email

Optional columns: phone, company, source, description, etc.

REST API

All authenticated CRM endpoints require a Sanctum bearer token.

Base path: /api/crm

Resource	Endpoints
Contacts	`GET/POST /contacts`, `GET/PUT/DELETE /contacts/{id}`
Accounts	`GET/POST /accounts`, `GET/PUT/DELETE /accounts/{id}`
Leads	`GET/POST /leads`, `GET/PUT/DELETE /leads/{id}`, `POST /leads/{id}/convert`
Deals	`GET/POST /deals`, `GET/PUT/DELETE /deals/{id}`, `POST /deals/{id}/move-stage`
Activities	`GET/POST /activities`, `PUT/DELETE /activities/{id}`
Pipelines	`GET /pipelines`

See the full API Documentation for request/response examples.

Getting a Token

curl -X POST https://yourdomain.com/api/tokens \
  -H "Content-Type: application/json" \
  -d '{"email":"admin@example.com","password":"password","device_name":"My App"}'

Use the returned token in subsequent requests:

Authorization: Bearer {token}

Public Lead Capture

No authentication required. Rate limited to 10 requests per minute.

Endpoint: POST /api/public/leads

{
  "first_name": "Jane",
  "last_name": "Doe",
  "email": "jane@example.com",
  "phone": "+1234567890",
  "company_name": "Acme Inc",
  "description": "Interested in your services",
  "source": "website-form"
}

Response (201):

{
  "success": true,
  "message": "Lead captured successfully.",
  "data": {
    "id": 42,
    "email": "jane@example.com",
    "status": "new"
  }
}

Webhooks

Inbound (Receive Leads)

Endpoint: POST /api/public/webhooks/leads
Rate limit: 30 requests/minute
Auth: Optional X-Webhook-Secret header

Use with Zapier, Make, or custom integrations to push leads into CRM.

Outbound (Send Events)

Configure in .env:

CRM_WEBHOOK_URL=https://hooks.zapier.com/hooks/catch/...
CRM_WEBHOOK_SECRET=your-secret-key

Events sent automatically:

Event	Trigger
`lead.created`	New lead via public API or webhook
`deal.won`	Deal moved to a won stage

Payload includes record ID, key fields, and event timestamp.

Environment Variables

Variable	Description
`CRM_WEBHOOK_URL`	Outbound webhook destination URL
`CRM_WEBHOOK_SECRET`	Secret for inbound webhook validation

Defined in config/services.php under the crm key.

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