CRM
A Quill for Cloudmorrow: the
customers a company keeps — organisations, the people at them, a pipeline
of deals, and what to do next — shared by everybody who works with them.
- Books. Everything is kept in a book. There is one everybody on the
server shares from the start, Customers; make more for a team (shared,
with the people you add) or for yourself.
- Organisations and people, with how to reach them, what they do and
where each organisation is on its way to being a customer (Lead,
Prospect, Customer, Partner, Former customer).
- A pipeline of deals. Every book starts with Lead, Qualified,
Proposal, Negotiation, Won and Lost. Drag a deal from stage to stage; the
circle on a card wins it. Add, rename, reorder and weigh the stages by the
chance of winning — each book has its own.
- Activities: calls, meetings, emails and to-dos, with when they are
due, linked to the deal, organisation or person they are about, and
ticked off when done.
- Sales, the first screen: open deals, what the pipeline is worth (and
worth weighted by each stage's chance), what was won this month, what is
overdue, what is next and what is closing soon.
What it adds to your Cloudmorrow
| |
|---|
| Datamodels | uses the foundational book, organisation, contact, stage, deal and activity (domain Customers (CRM)); extends organisation with crm.status |
| Screens | Sales (a view), Pipeline (a board), Organisations, People and Activities (lists) — on the phone, the web app, the terminal, cm crm, and to your assistant |
| Actions | New deal, Won, Lost, Plan a follow-up, Done, Add a stage, Move earlier, Move later |
| Hooks | deal_moved: a deal's status (open, won, lost) and when it closed follow its stage, and the other way round |
| Datasets | customers: one book for everybody, once; pipeline: the six stages, in every book that has none |
| Services, webhooks, APIs | none |
Working on it
See CLAUDE.md. In short: cm quill check, cm quill test
(and --sandbox), then cm quill dev --local.
Licence
AGPL-3.0-or-later.
