Sales CRM Module
A full-featured Sales CRM module for dForge, providing lead management, opportunity tracking, quoting, and customer relationship management.
Entities
| Entity | Description | Key Fields |
|---|---|---|
| account | Companies and organizations | name, type, industry, revenue |
| contact | People at accounts | name, email, phone, job title |
| lead | Prospective customers | name, company, source, status, rating |
| opportunity | Sales deals in pipeline | name, account, stage, amount, close date |
| opportunity_line | Products on opportunities | product, quantity, price, discount |
| product | Product/service catalog | code, name, category, price |
| quote | Price proposals | number, opportunity, status, total |
| quote_line | Line items on quotes | product, quantity, price, discount |
| activity | Calls, emails, meetings, tasks | type, subject, status, priority, due date |
Data Model
Lead ──(converts to)──> Account + Contact + Opportunity
Account ──< Contact (1:N)
Account ──< Opportunity (1:N)
Account ──< Activity (1:N)
Contact ──< Activity (1:N)
Opportunity ──< Opportunity Line (1:N)
Opportunity ──< Quote (1:N)
Opportunity ──< Activity (1:N)
Quote ──< Quote Line (1:N)
Product ──< Opportunity Line (1:N)
Product ──< Quote Line (1:N)
Views
- Grids: Accounts, Contacts, Leads, Opportunities, Activities, Products, Quotes
- Kanban: Lead Pipeline (by status), Sales Pipeline (by stage)
- Calendar: Activity Calendar (by due date)
- Master-Detail: Opportunities with Products, Quotes with Line Items
Roles
| Role | Description |
|---|---|
crm.admin |
Full access to all CRM entities |
crm.sales-manager |
Full sales access, limited product management |
crm.sales-rep |
Standard CRUD, no delete on accounts/opportunities |
crm.viewer |
Read-only access to all CRM data |
Seed Data
- 10 sample products across categories: Software, Service, Support, Training, Subscription
Dependencies
admin>= 0.0.1 (for user references)