Lead capture
Web form, manual entry, or public POST /api/leads. Honeypot + IP rate-limit built in.
Web form, manual entry, or public POST /api/leads. Honeypot + IP rate-limit built in.
Companies House number, multi-address, parent-account hierarchy, tier, churn flag.
Per-account, persona + DMU role, email opt-out, mailing address, primary flag.
One click — creates account (or links to existing), contact, and pipeline atomically.
Prospecting → Qualification → Proposal → Negotiation → Won / Lost.
Each opportunity has a product breakdown with qty, unit price, discount, delivery dates.
Probability + close date on every opportunity. Sales Velocity dashboard rolls it up by currency.
Type, lead source, MYD (multi-year duration), renewal flag — extensible per tenant.
Auto-numbered QUO-YYYY-#####. Each revision creates a new immutable version.
Quote items are frozen at generation — price changes on the product master don't affect old quotes.
Professional templates via Dompdf. Send as email attachment from the app.
Contract document derived from accepted quote with sign-off tracking.
Sales Order generated when a deal closes. Items snapshot from accepted quote or pipeline.
You set the number to match your accounting system. Uniqueness enforced.
One or many per order. UK VAT applied at the document rate. Partial-payment aware.
Bank transfer, card, cheque, direct debit, cash. Auto-reduces invoice outstanding balance.
Configurable default rate (20% out of the box), captured per document so historical totals stay correct.
Multi-currency supported — but GBP is the base, exchange rates configurable in admin.
Numbering sequences reset on 1 January automatically.
First-class field on every Account.
Add unlimited fields per entity (Account, Contact, Opportunity, Product, Invoice, Lead) from /settings/custom-fields. 11 data types including multi-picklist.
Manage every dropdown value without touching code. Grouped by module, collapsible UI.
Per-tenant PDF letterhead and email template overrides via local/views/.
Pipeline, sales orders, invoices, payments — date filter + column picker.
Admin, Sales (own records), Finance, Viewer. Owner-scoped queries throughout.
Every create, update, delete and state change recorded with before/after diff.
Every outbound email logged with status (queued / sent / failed).
Versioned SQL files applied by the built-in runner. Web UI at /admin/migrate.
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