CRM System

Customer Relationship Management — contacts, companies, and user account management for workspace admins.

---

Overview

The CRM provides workspace admins with a unified view of contacts, companies, and platform users. It integrates with the messaging system (SMS/email campaigns) and quotes system.

Admin Route: /admin/crm

Edge Functions:

• crm-contacts-api — Contact CRUD, user linking
• crm-companies-api — Company records, contact associations
• crm-users-api — Platform user management and role control
• crm-stripe-api — Subscription and credit billing (see billing-credits-system.md)

Individual API Docs:

• crm-contacts-api.md
• crm-companies-api.md
• crm-users-api.md

---

Entities

Contacts

Individual people (customers, suppliers, prospects).

Key fields: name, email, phone, company_id, role, tags, notes, linked_user_id

Linking: Contacts can be linked to platform user accounts (linked_user_id → auth.users). A linked contact gives admins visibility into which platform user corresponds to a CRM contact.

Routes:

• /admin/crm (contacts list)
• /admin/crm/contacts/:id (contact detail)
• ContactDetailPage.tsx

Companies

Organisation records (manufacturers, suppliers, clients).

Key fields: name, domain, industry, address, website, contact_count, linked_contacts[]

Routes:

• /admin/crm (companies tab)
• /admin/crm/companies/:id (company detail)
• CompanyDetailPage.tsx

Users

Platform user accounts. Admins can view all workspace users, update roles, and manage permissions.

Key fields: email, role, workspace_id, created_at, last_sign_in_at, subscription status

Roles: admin, owner, manager, member, factory

Routes:

• /admin/crm/users/:id (user detail)
• UserDetailPage.tsx

---

Access Control

Role	Contacts	Companies	Users
admin / owner	Full CRUD	Full CRUD	View + role update
manager	Read + write	Read + write	Read only
factory	Read own	Read own	None
member	None	None	None

---

CRM + Messaging Integration

Contacts from the CRM can be targeted in messaging campaigns:

1. Admin selects contacts/segments in /admin/messaging
2. Campaign uses messaging-api to send SMS or WhatsApp to contact phone numbers
3. Delivery status and analytics sync back to message_logs

---

CRM + Quotes Integration

Contacts can be associated with quotes:

• quotes.contact_id → links a quote to a CRM contact
• Contact detail page shows quote history
• Admin can initiate a quote from a contact record

---

Database Tables

Table	Description
crm_contacts	Individual contact records
crm_companies	Company records
crm_contact_company	Junction: contacts ↔ companies
crm_tags	Custom tags for contacts
crm_contact_tags	Junction: contacts ↔ tags
crm_notes	Notes attached to contacts/companies
crm_activities	Activity log (calls, emails, meetings)

---

Search & Filtering

All CRM list views support:

• Full-text search (name, email, company)
• Filter by role, tag, company, linked status
• Sort by name, created_at, last activity

---

Last Updated: March 2026