CRM & Sales Pipeline

The CRM keeps the relationship and the deal in one place, built on top of the customer record. (CRM features are part of the Sales module.)

In this section #

Detailed guides for everything covered here:

• Opportunities & Pipeline — An opportunity is a potential deal tracked through your configurable sales pipeline — carrying a customer, value, probability, expected close date, and a full stage-change history.
• Quotes — A priced proposal sent to a customer before a sale is committed — with line items, a tax rate, an expiry date, and a one-click conversion to a sales order.
• Customers — The shared customer directory — company name, addresses, payment terms, and price list — that every customer-facing module (Sales, Inventory, Appointments, Rentals) draws from.
• Customer Contacts — Named people associated with a customer — capturing their title, email, phone, and notes — available as checkout recipients and activity targets across every customer-facing module.
• Notes, Tasks & Activities — The three tools that keep your team on the same page — notes for freeform context, tasks for assigned follow-ups, and logged activities for a chronological record of every customer interaction.

Opportunities and pipeline stages #

An opportunity is a potential deal — value, probability, expected close date, and the customer/contact it belongs to. It moves through pipeline stages you configure per account. Every stage change is recorded with who moved it and when, so the deal's history is auditable.

Activities, tasks, and notes #

Against each customer you can log activities (a timeline of what happened), assign tasks with priority and due dates, and capture notes with @mentions. Email integrations (Gmail/Outlook) fold sent and received mail into the same timeline.

Forecasting #

Two reports turn the pipeline into numbers: an open-pipeline view grouped by stage with weighted value, and a sales forecast by expected close month. Both weight value by probability so the forecast reflects reality.

Won and lost #

Mark opportunities Won or Lost to close them out; the stage history and reporting reflect the outcome.

Doing it from the API #

# List open opportunities
curl "https://your-domain.com/api/v1/crm/opportunities" \
  -H "Authorization: Bearer $TOKEN"