👥 CRM & Clients

Client management without enterprise overhead - optimized for solo entrepreneurs.

Overview

The CRM module helps you:

• Manage pipeline - From lead to active client
• Track lifetime value - Revenue per customer
• Log communication - Document all interactions
• Support tickets - Handle customer requests

Pipeline Stages

┌──────┐   ┌──────┐   ┌──────┐   ┌──────┐   ┌──────┐
│ Lead │ → │Qualif│ → │Propsl│ → │Negot │ → │ Won  │
│  3   │   │  2   │   │  1   │   │  1   │   │  12  │
└──────┘   └──────┘   └──────┘   └──────┘   └──────┘

Client Profile

Client:
  name: "TechStartup GmbH"
  company: "TechStartup GmbH"

  contact:
    email: "max@techstartup.ch"
    phone: "+41 79 123 45 67"

  status: active

  financials:
    lifetime_value: 45000
    total_invoiced: 40000
    outstanding: 5000

  projects: ["Website Redesign", "Mobile App"]

  tags: ["saas", "long-term"]

Features

Communication Log

📞 Nov 28, 2025 - Phone Call
Duration: 15 min | Outcome: Positive
Notes: Discussed new feature request.

📧 Nov 25, 2025 - Email
Subject: Invoice #2025-042
Notes: Invoice sent, awaiting payment.

Support Tickets

┌─────────────────────────────────────────────────────────────────┐
│ 🎫 Support Tickets                                              │
├─────────────────────────────────────────────────────────────────┤
│ Open (2):                                                      │
│ ├── #127 │ 🔴 High   │ Login not working │ TechStartup         │
│ └── #126 │ 🟡 Medium │ Feature request   │ Restaurant XYZ      │
└─────────────────────────────────────────────────────────────────┘

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Denly - 2026