CRM

When CRM is included in your purchase, staff get a sales workspace alongside the shop: accounts, contacts, leads, a deal pipeline, and an activity log — enough to run a shop’s own sales book, an agency’s client book, or both. See CRM for what the domain owns underneath.

Open CRM (admin.your-domain.com/dashboard/crm).

Overview

The CRM landing page adapts to who’s looking:

• Managers see the whole team’s pipeline value, win rate, and recent leads across every rep.
• Reps see the same layout scoped to their own numbers.

Summary tiles (accounts, contacts, open leads, open opportunities, open pipeline value, won this period), a pipeline chart, and the five most recent leads sit on this one screen.

Accounts and contacts

Accounts are companies; contacts belong to an account. Opening an account shows its fields (type, industry, website, revenue, employee count), its contacts, its open deals, and its full activity timeline in one place — you don’t hop screens to reconstruct a relationship’s history.

Leads

A flat list — first/last name, company, source, estimated value, and a status (new → contacted → qualified/unqualified → converted). There’s no automatic lead-to-deal conversion button yet: turning a qualified lead into business today means creating the account/contact and a deal by hand, then marking the lead converted.

Pipeline

CRM → Pipeline is a drag-and-drop board, one column per stage. Drop a deal card on a stage to move it — the move is optimistic (the card jumps immediately) and rolls back if the server rejects it. + New deal, on the board header or any column’s footer, only asks for a name and an account; amount and starting stage are optional.

A deal reaching a won or lost stage is terminal — it drops out of the active columns and can’t be dragged further. The board footer totals won and lost amounts for the month to date.

Who can move whose deal

A manager can drag or reassign any deal. A rep can work a deal already assigned to them, but reassigning it to someone else needs a manager.

The deal drawer

Opening a card opens a drawer, not a new page:

• Quoted items — a priced proposal built from your catalog, not free-text: pick a product, it snapshots the SKU, name and price at that moment. Editing an existing quote creates the next version (v1 stays behind v2) — a sent quote is never rewritten in place. Print renders an A4 quote sheet in the browser to print or save as a PDF yourself; nothing is emailed or generated server-side. Status moves draft → sent → accepted/rejected.
• Activity / Tasks / Files tabs — log a note or a task (with a due date and an assignee) against the deal, or attach a file. A deal with an overdue task or no recent activity gets a quiet “cold deal” highlight on the board.

A quote line is a snapshot

Changing a product’s price in Catalog afterward never rewrites a quote already sent. The CRM can’t hold a live pointer into the catalog either — domains don’t import each other — so every quote line carries its own copied SKU, name and price.

Activities

CRM → Activities is the flat log behind every timeline: notes and tasks, each linkable to an account, contact, lead, or deal. Notes log as done immediately; tasks carry a due date and an owner and show up as the “Tasks (N)” count on the deal that owns them.

Permissions

CRM screens sit behind one permission, crm.view_customers, granted through Users & roles — Manager holds it by default; Orders and Inventory staff don’t. There’s no separate publish/approve gate the way Blog or Marketing have one: anyone with CRM access can create, move, and quote a deal.

Related: CRM · Marketing · Users & roles · Customers.