Give Your Users a Built-in Sales Pipeline
Your users can manage their entire sales process without leaving your app. Company and contact management with custom fields, a visual Kanban deal pipeline with drag-and-drop, activity tracking for every interaction, and AI-powered lead scoring and deal prediction. 6 dashboard pages, 47 API routes, and 3 AI features — everything a lightweight CRM needs.
Dashboard Pages
API Routes
Database Tables
AI Features
Full profiles for companies and contacts with organizational hierarchy. Add custom fields (text, number, date, select) and tags to capture data specific to your business. AI assigns a 0–100 lead score to each contact based on engagement patterns.
A drag-and-drop board where users track deals across customizable stages. Each stage has a name, color, and win probability. Move deals visually, track values and currencies, set expected close dates, and mark deals as won or lost.
AI analyzes contact activity, engagement patterns, and deal history to assign a 0–100 score with a factor breakdown. Scores update automatically or on demand, helping your users prioritize the hottest prospects without manual analysis.
Predicts deal outcome likelihood based on historical data, pipeline position, and activity patterns. Your users get data-driven insights on which deals are most likely to close — and which need more attention.
A unified interaction history for every contact, company, and deal. Log notes, calls, emails, meetings, and tasks with due dates and completion tracking. AI can generate summaries of recent activity per entity.
Create separate pipelines for different teams, products, or sales processes. Each pipeline has its own stages with customizable names, colors, and win probabilities. Reorder stages by dragging and set a default pipeline per organization.
A flexible tagging system across companies, contacts, and deals. Custom fields support text, number, date, and select types — so your users can capture exactly the data their business needs without code changes.
Built-in reporting shows total deals and value, win rates, stage-by-stage breakdowns, activity metrics by type and period, and stage-to-stage conversion rates. No external analytics tool needed.
Give your B2B customers a built-in CRM so they can track clients, manage deals, and close revenue — all without switching to Salesforce or HubSpot. The pipeline lives right inside your product.
Enable sellers, agencies, or freelancers on your platform to manage client relationships, track deal pipelines, and log every interaction — directly in your app.
Perfect for project management or consulting tools where users need to track leads, proposals, contracts, and client interactions in one place.
Add to your Codapult project with a single command:
npx @codapult/cli plugins add @codapult/plugin-crmYes. Each organization can create multiple pipelines with custom stages, win probabilities, and display settings. One pipeline is set as the default. Stages can be reordered by dragging.
The AI analyzes contact activity, engagement patterns, and deal history to assign a 0–100 lead score with a breakdown of contributing factors. Scores update automatically when new activity is logged and can also be triggered manually.
Text, number, date, and select field types on companies, contacts, and deals. Fields are configured per organization, so each team can capture the data they need. Tags are also supported across all entity types.
Get all 4 premium plugins for $129 instead of $176.