CRM
One page per contact. Everything you know, everything you said, everything they paid. Lifecycle pipeline, call transcripts, notes, knowledge base.
Overview
CRM is the central hub for contacts. Webinar signups and prospects have been merged into one entity. Each contact has a lifecycle_stage (subscriber, lead, mql, sql, opportunity, customer, evangelist), an auth_user_id if they have access, tags, source UTMs.
The 360 page shows in one view: bookings, Inbox conversations, Fathom transcripts, audits, Counsel transactions, Studio drafts mentioning the contact, notes, captured objections.
You can annotate, tag, move down the pipeline, kick off an audit, a closing, or a sequence. The 5-role RBAC (super_admin, admin, manager, sales, viewer) controls what each workspace member sees.
What the module does
360 page
Everything about a contact in one scroll. No tab switching.
- Identity and contact info (LinkedIn auto-enriched if available)
- Past and future bookings
- Linked Inbox threads
- Fathom calls with summary and transcript
- Strategic audits done
- Counsel invoices and payments
- Freeform notes and tagged objections
Lifecycle pipeline
Seven standard stages, customizable per workspace. Each transition is tracked with timestamp and author.
5-role RBAC
super_admin (Jean), admin (workspace owner), manager, sales, viewer. Supabase RLS gates read access, not just UI.
Knowledge base
A mini knowledge base per contact. Drop their preferences, constraints, behavior signatures. The Inbox agent reads it.
Activity timeline
Cross-module chronology of every interaction. Filter by type, author, period.
Tracked links
Each /r/<code> is attributed to the contact via sda_ts cookie. The visitor becomes identifiable, their page views feed the 360 page.
How to use it
- 01
Import
LinkedIn CSV, webinar export, or capture via Pages form.
- 02
Enrich
Apify scrapes LinkedIn to fill photo, title, employer, headline.
- 03
Tag
Set the right lifecycle_stage. Add domain tags (e.g. awareness level).
- 04
Activate
Send a sequence, kick off an audit, assign to a sales rep.
- 05
Close
When opportunity, hand over to Counsel for quote and signature.
Preview
Routes in Kernel
- /crm
- /crm/contacts
- /crm/contacts/[id]
- /crm/pipeline