CRM Plugin

Overview

The CRM plugin adds a lightweight, embedded sales pipeline to your Codapult project. Your users get company and contact management, a visual Kanban deal pipeline, activity tracking, custom fields, and AI-powered lead scoring and deal prediction — all within the dashboard, no external tool needed.

Package: @codapult/plugin-crm · Price: $49 (one-time)

Install with:

npx @codapult/cli plugins add @codapult/plugin-crm

Features

Companies & Contacts

Full contact management with organizational hierarchy:

• Company profiles — name, domain, industry, size, website, notes
• Contact profiles — name, email, phone, job title, linked company
• Custom fields — add text, number, date, or select fields per entity type (company, contact, deal)
• Tags — flexible tagging system across companies, contacts, and deals
• Lead score — AI-assigned 0–100 score stored on each contact, updated automatically or on demand

Visual Deal Pipeline

Kanban-style board for managing sales opportunities:

• Configurable stages — create custom stages with names, colors, and win probability percentages
• Drag-and-drop — move deals between stages visually
• Multiple pipelines — create separate pipelines per team or product line; designate one as default
• Stage reordering — drag stages to change the pipeline flow
• Deal lifecycle — track deals as open, won, or lost; reopen closed deals
• SLA dates — expected close date and actual close date tracking
• Value tracking — deal amount and currency per deal

Activity Timeline

Complete interaction history for every entity:

• Activity types — notes, calls, emails, meetings, and tasks
• Linked entities — associate activities with a deal, contact, or company
• Due dates — set deadlines for tasks and follow-ups
• Completion tracking — mark activities as complete; filter upcoming and overdue items
• AI summaries — generate an AI roll-up of recent activities per entity

AI Capabilities

Three AI-powered features built on the Vercel AI SDK:

• Lead scoring — analyzes contact activity, engagement patterns, and deal history to assign a 0–100 score with factor breakdown
• Deal win prediction — predicts deal outcome likelihood based on historical data, pipeline position, and activity patterns
• Activity summarization — generates concise summaries of recent interactions for a contact, company, or deal

Analytics Dashboard

Built-in reporting on pipeline performance:

• Pipeline overview — total deals, total value, win rate
• Stage breakdown — deals and value per stage
• Activity metrics — activity counts by type and time period
• Conversion rates — stage-to-stage conversion tracking

Dashboard Pages

The plugin adds 6 pages to the dashboard under /dashboard/crm/:

API Routes

All routes are served under /api/plugins/crm/. The plugin registers 47 API routes including:

• GET|POST|PUT|DELETE /companies — company CRUD
• GET|POST|PUT|DELETE /people — contact CRUD
• GET|POST|PUT|DELETE /deals + POST /deals/move|won|lost|reopen + GET /deals/by-stage — deal lifecycle
• GET|POST|PUT|DELETE /activities + POST /activities/complete + GET /activities/upcoming|overdue — activity management
• GET|POST|PUT|DELETE /pipelines + POST /pipelines/stages/reorder + PUT /pipelines/default — pipeline configuration
• GET|POST|DELETE /tags — tagging system
• GET /analytics/overview|stages|activities — reporting
• POST /ai/lead-score + POST /ai/deal-predict + POST /ai/summarize — AI features

Database Tables

The plugin creates 9 tables prefixed with crm_:

Environment Variables

Integration with Core Modules