CRM Tool

Purpose and scope: This tool provides a structured CRM to store and relate customers, companies, deals, activities, and tasks. It is designed for sales, customer success, and marketing operations in small to mid-size teams seeking a lightweight, auditable customer data platform that supports collaboration and lifecycle visibility.
Data model and core features: The domain model includes Contacts, Companies, Deals, Activities, Tasks, and Notes. A configurable sales pipeline represents stages and probabilities, enabling progression tracking and forecast estimates. Users log interactions, assign tasks, attach notes, and access basic analytics to measure health of the pipeline.
Automation and integration: Built-in automation templates trigger reminders, follow-ups, and task creation on stage changes. The tool supports CSV imports/exports and API access for integrations with email providers and calendars, while preserving data integrity through deduplication and validation.
Security, usage, and scope: The tool supports role-based access control, audit trails, and locale-aware data handling (dates, currencies). Use cases include lead capture, deal pursuit, post-sale follow-up, and performance reporting. It is not a full marketing automation platform and focuses on core CRM workflows.