Centralize sales work
Leads, accounts, contacts, deals, activities, tasks, notes, tags, and custom fields live in CRM-specific tables.
CRM feature
Customer Relationship Management Software for Tenant Teams
TenantSaaS CRM centralizes leads, contacts, accounts, deals, pipelines, activities, tasks, reminders, and CRM reporting in a tenant-scoped workspace.
Tenant-scoped records
Pipeline reporting
Role-based visibility
TenantSaaS CRM dashboard
CRM metrics, charts, recent activity, and priority work from the implemented dashboard.
CRM Overview
A CRM Module Built Around Real Sales Records
The CRM module gives teams one place to track customer relationships from lead capture through pipeline reporting without mixing CRM claims with unrelated TenantSaaS modules.
Keep records accountable
Records include owners, assignees, creators, statuses, timestamps, source fields, and tenant ownership.
Review pipeline health
Dashboard metrics and reports show conversion, pipeline value, weighted value, win rate, and stage totals.
Control team visibility
Policies combine tenant membership, permissions, ownership, assignment, creator, role, and privacy checks.
Core CRM Features
Explore Every CRM Feature
Each feature below is implemented in TenantSaaS and has its own in-depth page covering capabilities, workflows, permissions, and FAQs.
Lead Management
Capture, assign, qualify, and convert leads with statuses, ratings, sources, and estimated values.
- Assignment and ownership
- Hot, warm, and cold ratings
- One-click lead conversion
Contact Management
Keep complete people profiles with company links, contact channels, preferences, and interaction history.
- Linked company accounts
- Preferred contact methods
- Last-contacted tracking
Account & Company Management
Manage customer companies with industry, revenue, addresses, statuses, and connected people and deals.
- Prospect-to-customer statuses
- Billing and shipping addresses
- Revenue and company details
Deal & Opportunity Management
Track opportunity value, probability, close dates, and stage movement through to Won or Lost.
- Amount, currency, and probability
- Stage history on every deal
- Overdue and closing-soon filters
Sales Pipelines & Pipeline Board
Design multiple pipelines with ordered, typed stages and move deals across a visual board.
- Ordered stages with probabilities
- Open, Won, and Lost stage types
- Visual board with stage totals
CRM Activities
Log calls, emails, meetings, demos, and follow-ups with schedules, priorities, and outcomes.
- Seven activity types
- Schedules and locations
- Outcome capture on completion
CRM Tasks & Reminders
Assign follow-up work with due dates, reminder times, priorities, and overdue alerts.
- Due dates and reminder times
- My-tasks and overdue filters
- Scheduled reminder notifications
CRM Dashboard
Review lead, pipeline, revenue, task, and activity metrics with period-over-period trends.
- 15 live sales metrics
- Trend comparison per metric
- Recent activity and priority tasks
CRM Reports
Measure lead source performance and per-stage pipeline totals with conversion rates.
- Lead source conversion rates
- Pipeline totals per stage
- Workspace currency aware
Also Included
Supporting CRM Capabilities
These capabilities ship with the CRM module and are covered in depth inside the relevant feature pages above.
Lead conversion
Convert a lead into an account, contact, and optional deal. Conversion copies CRM tags and records a CRM activity log entry.
Notes and private notes
Add contextual notes through relation managers and mark notes private so visibility is limited to the creator.
Tags and custom fields
Organize CRM records with colored tags and define custom fields for leads, accounts, contacts, and deals.
Lead sources
Configure ordered, activatable lead source labels per workspace and attach a source to every lead and contact.
Duplicate detection
A workspace setting enables duplicate detection so teams avoid capturing the same record twice.
Tenant-scoped visibility
CRM queries and policies scope records to the current tenant and then apply permissions, ownership, assignment, creator, and privacy rules.
Dashboard and Analytics
CRM Metrics, Charts, Recent Activity, and Priority Work
The CRM dashboard is powered by CrmDashboardService and date ranges including today, last 7 days, this month, last month, this year, and last 30 days.
Total leads, new leads, qualified leads, and converted leads
Lead conversion rate
Open deals and total pipeline value
Weighted pipeline value
Won revenue, lost deal value, win rate, and average deal size
Overdue CRM tasks
Activities scheduled today
Deals closing in the next 14 days
Recent CRM activities
Priority CRM tasks
Revenue, performance, customer growth, and customer status chart widgets
CRM overview dashboard
Theme-aware CRM screenshot loaded from the existing demo media map.
Workflow
How CRM Work Moves Through TenantSaaS
This workflow follows the implemented lead statuses, conversion action, pipeline stage types, deal statuses, events, and reports.
Create or assign lead
A lead starts as New and can be assigned to a tenant team member with source, rating, value, and contact information.
Contact and work lead
Lead statuses include Contacted and Working. Teams can add activities, notes, and follow-up tasks while qualifying the opportunity.
Qualify or disqualify
Qualified leads can proceed to conversion. Unqualified or Lost leads retain status and loss context.
Convert lead
Conversion creates or reuses an account, creates a contact, and can create an open deal in a selected pipeline stage.
Move deal through pipeline
Deals move through ordered stages. Open stages update probability, Won stages mark revenue won, and Lost stages require a lost reason.
Complete work and report
Completed tasks and activities update CRM signals, clear dashboard cache, and feed dashboard metrics and reports.
CRM Resources
Filament Resources, Pages, Relation Managers, Actions, and Filters
TenantSaaS CRM is implemented through tenant-panel Filament resources, custom pages, relation managers, policies, actions, and service classes.
Leads
Create, view, edit, delete, search, sort, filter, soft-delete, and convert leads into accounts, contacts, and optional deals.
Fields include source, assignee, status, rating, value, currency, contact methods, first contact, qualification, conversion, and lost reason. Filters include status, rating, source, assignee, unassigned, converted, and trashed records.
Explore the feature pageAccounts
Manage companies with owners, industry, website, email, phones, revenue, currency, billing and shipping addresses, status, and last-contacted dates.
Tables support search, sorting, status and owner filters, trashed records, and relation managers for contextual CRM work.
Explore the feature pageContacts
Manage people connected to accounts, sources, owners, job details, preferred contact method, contact details, birthdays, addresses, and status.
Contacts can be searched, filtered by status/account/owner, soft-deleted, and connected back to CRM accounts and deals.
Explore the feature pageDeals
Manage sales opportunities with account, primary contact, owner, source, pipeline, stage, amount, probability, close date, status, and lost reason.
Deals support filters for pipeline, stage, status, owner, closing this month, overdue, and trashed records. Stage changes write stage history.
Explore the feature pagePipeline Board
Select an active pipeline, review stage columns, see open count and open value, and move deals across pipeline stages.
Moving a deal validates the stage, updates probability/status, records history, and dispatches won, lost, or stage-changed events.
Explore the feature pageActivities
Track calls, emails, meetings, demos, follow-ups, messages, and other CRM interactions.
Activities include status, priority, assignee, related record fields, schedule, location, outcome, filters, and a Complete table action.
Explore the feature pageTasks
Create assigned CRM tasks with status, priority, related record, due date, reminder, privacy, and completion tracking.
Task tables include status, assignee, my tasks, overdue, due today, trashed filters, and a Complete table action.
Explore the feature pagePipelines and Stages
Create active/default pipelines and maintain ordered stages with probability, color, active flag, and Open/Won/Lost stage type.
Stage relation managers allow create, edit, and delete, with safeguards around stages that are already used by deals.
Explore the feature pageLead Sources, Tags, and Custom Fields
Configure source labels, colored tags, and custom fields for CRM records.
Custom fields include entity type, key, field type, options, default value, required flag, active flag, sort order, and validation rules.
Import and Export
No CRM-specific Filament import or export actions were found in the current CRM resources.
This page intentionally does not advertise CRM import/export as a built-in module feature.
Role-Based Access
Tenant, Permission, Owner, Assignment, and Privacy Controls
CRM access is not just role text on a landing page. It is enforced through policies and visibility services in the tenant panel.
Tenant membership
CRM policies verify that records belong to the current tenant and that the user belongs to that tenant before allowing record actions.
Shield permissions
Resources use permissions such as ViewAny, View, Create, Update, Delete, Restore, ForceDelete, Replicate, and Reorder for each CRM subject.
Owner and manager-level visibility
Tenant owners, users with Manage:CrmPipeline, and roles named super_admin, team_admin, or crm_manager can see all CRM sales records.
Assigned or created records
When broad access is not granted, leads, tasks, and activities are limited to assigned or created records. Accounts, contacts, and deals are limited to owner or creator.
Private CRM records
Private notes remain visible to their creator. Private task visibility is controlled through assignment and creator filtering.
Tenant setting for sales visibility
The crm_allow_sales_users_to_view_all_records tenant setting can broaden sales-record visibility for users with ViewAny:CrmLead.
Tenant role permissions
Related workspace permission screens control access to CRM resources and pages.
CRM Reports
Implemented CRM Reporting and Analytical Views
The reports below are limited to dashboard and report services that exist in the CRM module.
Lead Source Performance
Groups leads by source, counts total leads, totals converted leads, and calculates source conversion rate.
Pipeline by Stage
Groups deals by stage, reports deal count, stage probability, sort order, and total amount.
Dashboard Trend Metrics
Compares current date-range metrics against the previous equivalent period and marks trends as up, down, or flat.
CRM Dashboard Cards
Shows lead, conversion, pipeline, revenue, deal, task, activity, and closing-soon metrics from the CRM dashboard service.
Recent Activity and Priority Work
Lists recent CRM activities and priority tasks so teams can see what happened recently and what needs attention next.
Chart Widgets
The CRM dashboard loads revenue, performance, customer growth, and customer status chart widgets.
Multi-Tenant CRM
CRM Records Stay Scoped to the Current Workspace
CRM tables store team_id, models use tenant-aware scopes, and page/resource access checks the active Filament tenant before users reach CRM data.
Tenant IDs on CRM tables
Leads, accounts, contacts, deals, activities, tasks, notes, tags, fields, pipelines, and stages include tenant ownership.
Current tenant queries
Resources and services query the current team and prevent cross-tenant stage, account, contact, owner, and record mismatches.
Feature availability checks
CRM dashboard, reports, settings, pipeline board, and unavailable pages check tenant CRM access before rendering.
CRM Automation
Events, Listeners, Notifications, Cache Invalidation, and Scheduled Reminders
The CRM module includes backend automation for record changes and task reminders. This is CRM notification behavior, not a general messaging product.
LeadConverted sends a CRM notification to the assignee and clears CRM dashboard cache.
DealStageChanged notifies the deal owner and clears CRM dashboard cache.
DealWon and DealLost clear CRM dashboard cache.
ActivityCompleted updates last_contacted_at on related CRM records when available and clears dashboard cache.
TaskCompleted clears CRM dashboard cache.
crm:send-task-reminders runs every five minutes without overlapping to send due-soon and overdue CRM task notifications.
CRM record notifications are queued and delivered through notification channels configured by the application.
Screenshots
CRM Demo Media
The available CRM-specific demo media for this page is the CRM overview dashboard screenshot, with light and dark variants loaded by the existing demo-frame component.
CRM overview dashboard
Light and dark CRM dashboard screenshots from public/images/demo/optimized.
Related CRM Pages
In-Depth Guides for Every CRM Feature
Each page covers one CRM feature in detail — capabilities, workflows, connected records, permissions, and FAQs.
Documentation
Public Documentation and Implementation References
No dedicated public CRM documentation route exists yet, so this page links only to existing public developer and open-source pages.
FAQ
TenantSaaS CRM FAQ
Answers are based on the CRM implementation that exists in this codebase.
What does TenantSaaS CRM manage?
TenantSaaS CRM manages leads, accounts, contacts, deals, pipelines, pipeline stages, activities, tasks, notes, tags, custom fields, and CRM reports.
Is CRM data separated by tenant?
Yes. CRM tables include team ownership, CRM queries are scoped to the current tenant, and policies verify tenant membership before record access.
Which lead statuses are implemented?
Lead statuses are New, Contacted, Working, Qualified, Unqualified, Converted, and Lost.
Can users convert leads into customer records?
Yes. A lead can be converted into an account, contact, and optional open deal in a selected pipeline stage.
Which deal statuses are implemented?
Deal statuses are Open, Won, Lost, and Cancelled. Pipeline stages are typed as Open, Won, or Lost.
Does the CRM include a pipeline board?
Yes. The pipeline board shows active stages, open deal count, open value, deal cards, owners, accounts, close dates, and a stage move control.
What CRM reports are available?
The CRM reports page includes lead source performance and pipeline by stage. The CRM dashboard adds lead, conversion, pipeline, revenue, task, activity, and trend metrics.
How does role-based access work?
CRM access uses tenant membership, Shield-style permissions, ownership, assignment, creator checks, private-note visibility, and a tenant setting for broader sales visibility.
Can CRM tasks send reminders?
Yes. The crm:send-task-reminders scheduled command runs every five minutes and sends due-soon and overdue CRM task notifications.
Does CRM support imports or exports?
No CRM-specific Filament import or export actions were found in the current CRM resources.
Are notes and custom fields supported?
Yes. CRM relation managers support contextual notes, and CRM custom fields can be defined for leads, accounts, contacts, and deals.
How do teams start using the CRM?
Teams create a tenant workspace, configure CRM lead sources, pipelines, stages, tags, custom fields, and permissions, then begin adding or assigning leads and deals.
Explore TenantSaaS CRM
Start with tenant-scoped leads, contacts, accounts, deals, pipelines, activities, tasks, reports, and role-based CRM visibility.