CRM — sales prospecting

Most customer-relationship modules fail in the same place: they ask you to record everything, and answer no precise question. This one asks three, and gives each its own entity.

Who is this relationship?

The commercial party says what a person or company is to you : lead, customer, former customer, partner. Its status, its origin, its main contact, its tags.

Which deal is running?

The opportunity carries an amount, a due date, a probability and a stage. Pipelines and their stages are configured in the database: you do not inherit somebody else's sales process.

• A list view to work in, a kanban view to move things.
• Funnel by stage and forecast against targets — figures computed on the server over the whole dataset, never on the page in front of you.

What is the next action?

The activity unifies past and future: a call made, a meeting to schedule, a follow-up to do. It carries a due date, an owner and a status.

"My actions" filters what is yours, and counts what is overdue. It is the one screen you open in the morning.

The intake queue

A lead is a raw signal: a website form, a trade fair, a CSV import.

It is not deduplicated , and that is deliberate. An intake queue that rejects a duplicate loses information: two requests from the same person two months apart are two signals. Converting into a commercial party is an explicit act, and that is when possible duplicates are offered to you.

What arrives on its own

It is the only module that listens to sales: an accepted quote, an issued invoice, a received payment appear in the account timeline without anyone copying them there.