CRM

v1.3.0core v0.2sales

Track companies, people and deals through a configurable pipeline. Ships with dashboards, activity timelines and role-based territories out of the box.

Install from your instance: Apps → Marketplace → CRM

Modules

CRM Core

crm.core

Accounts, contacts and activities with timeline views.

3 tables3 pages2 roles

Pipeline

crm.pipeline

Deals, stages and forecasts with a kanban board.

depends on core

3 tables2 pages2 roles

Versions

v1.3.0latestcore v0.22026-06-10
Forecasting added to the pipeline module; column-level masking for deal values.
modules: corepipeline
v1.0.0core v0.12026-02-14
Initial release with accounts, contacts and activities.
modules: core

What gets installed

Generated from the app's release data — the roles, tables and pages selected when this app was designed.

Roles4

crm_viewer
crm_editor
sales_rep
sales_manager

Tables6

account
contact
activity
deal
stage
forecast

Pages5

Accounts
Contacts
Activities
Pipeline board
Forecast