CRM

The CRM turns every lead into a structured sales opportunity. From the moment a form is submitted, the system automatically creates a contact and deal — giving you a complete pipeline to manage the journey from first inquiry to paid invoice.

How It Works

When a new lead comes in, a database trigger fires automatically:

1. Contact created or updated — Deduplicated by client_id + email. If the contact already exists, their info is updated with the latest submission.
2. Deal created — A new deal is placed in the first pipeline stage ("Nieuwe aanvraag") with the title {name} — {form_type}.

From there, you manage the deal through your pipeline — sending quotes, creating invoices, and tracking every interaction in the timeline.

CRM Tabs

The CRM section is organized into tabs:

Key Features

• Automatic lead-to-deal conversion — Every form submission becomes a deal instantly
• Visual Kanban board — Drag-and-drop deals between pipeline stages
• Unified timeline — Notes, emails, stage changes, quotes, and invoices in one view
• Quote-to-invoice conversion — Convert accepted quotes to invoices with one click
• Stage automations — Auto-advance deals when quotes are sent or invoices are paid
• Email tracking — Send emails via SendGrid with full reply tracking
• File attachments — View form uploads and email attachments in the deal panel
• Multi-language — Full Dutch and English support with 700+ translation keys

Access Control

• Admin users see all deals across all client workspaces
• Client users see only deals for their assigned workspace(s)
• The CRM section must be included in the user's allowed_sections to be visible