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Admin SettingsBusiness
CRM (Customer Relationship Management)
Manage contacts, activities, and sales pipeline
Overview
Complete CRM system for managing leads, customers, and sales opportunities. Track contact information, log activities (calls, emails, meetings), and manage deals through a customizable pipeline. Integrates with shop orders to automatically create customer contacts and track lifetime value.
Design Considerations
UX patterns and visual design notes for this feature:
- •Contact list with search and filters
- •Contact detail view with activity timeline
- •Kanban board for deal pipeline
- •Color-coded contact tags
- •Lead score indicators
- •Activity logging quick actions
- •Import/export functionality
Key Benefits
What makes this feature stand out:
- ✓Lead, customer, partner, vendor management
- ✓Lead scoring for prioritization
- ✓Activity tracking (notes, calls, emails, meetings)
- ✓Deal pipeline with customizable stages
- ✓Weighted deal values and forecasting
- ✓Contact tagging for segmentation
- ✓Lifetime value tracking
- ✓Automatic contact creation from orders
- ✓CSV import and export
- ✓Dashboard analytics
Technical Note
CrmHelper for all CRM operations. CrmContact supports multiple types (lead, customer, partner, vendor). CrmDeal pipeline: lead → qualified → proposal → negotiation → won/lost. Auto-integrates with shop orders via CrmHelper::createFromOrder().
Helpers
CrmHelperModels
CrmContactCrmContactTagCrmContactActivityCrmDealDatabase Tables
crm_contactcrm_contact_tagcrm_contact_tag_relationcrm_contact_activitycrm_dealConfiguration
Config Relationship Legend
⚙ DB overrides params.php🔗 DB related setting📋 DB stores value only
params.php Configuration
Config path: params['crm']
params['features']['crm'] => trueparams['crm']['currency'] => 'EUR'params['crm']['contacts']['autoCreateFromOrders'] => trueparams['crm']['contacts']['scoring']['enabled'] => trueparams['crm']['deals']['defaultStage'] => 'lead'params['crm']['integrations']['shop']['enabled'] => trueparams['crm']['display']['pipelineView'] => 'board'Note: Integrates with Shop for automatic contact creation. Lead scoring is configurable. Pipeline stages can be customized in params.php.