CRM
A B2B deal-to-cash workspace for sales and operations. Qualify accounts, issue catalogue-backed or customer-priced quotes, preserve revision history, confirm fulfilment after ERP handoff, record payments, and retain customer activity in one record set.
Template reference
This page explains the shipped workflow. The public repository contains the template's source and its maintained implementation notes.
How it works
- 1
Create quotes in a five-lane pipeline and add line items that freeze catalogue or active customer-price data at creation.
- 2
Move quotes through draft → sent → won, then operations confirms and fulfils against ERP handoff.
- 3
Record payments with currency validation and track revenue status across orders.
- 4
Log calls, meetings, emails, tasks, and notes as polymorphic activities on accounts and quotes.
What it includes
- Accounts, contacts, projects, and a resin/product catalogue with technical specs
- Quotes and quote lines with revision chains, auto document numbering, and state-machine transitions
- Payment records with currency matching and China-friendly payment methods
- Polymorphic activities linked to accounts, quotes, and projects
- Customer-specific pricing via customer_prices and daily quote expiry watch automation
Who it's for
- B2B sales teams running quote-to-cash with multi-currency deals
- Operations teams confirming orders and recording fulfilment after ERP entry
- Trading and distribution firms that need governed quote revisions and payment tracking
Collections
| Collection | Purpose |
|---|---|
| accounts | Customer companies with multi-currency preferences. |
| contacts | Decision-makers and buyers at accounts. |
| products | Resin grades, compounds, and project materials catalogue. |
| customer_prices | Active account-specific product price overrides. |
| projects | Customer R&D and commercial project context. |
| quotes | Sales documents through the full pipeline lifecycle. |
| quote_lines | Line items that snapshot catalogue data at creation. |
| payment_records | Payments received against won, confirmed, or fulfilled orders. |
| activities | Interaction log across accounts, quotes, and projects. |
Apps
- crm_sales — pipeline kanban, accounts, contacts, and catalogue
- crm_admin — order fulfilment, payments, and revenue summary
Outcomes teams track
- Fewer numbering and currency errors from server-side hooks at entry
- Clear quote revision chains instead of duplicate deals for every negotiation
- Real-time revenue visibility across invoiced, paid, and outstanding balances
Start from this template
We can provision this workspace, adapt its records and screens, and release it through preview and production checkpoints.