CRM
CRM Engine
Manage your pipeline from first touch to closed deal.
Contacts, accounts, deals, activities. AI-scored. Kanban-paced. The salesperson's home screen.
4
pages
18+
capabilities
status
How it connects
- →Deals feed into Commerce when a quote is created
- →Contact lead scores update when Marketing campaigns land
- →Activities sync to Communication inbox threads
- →Sequence enrollments drive Automation step execution
Every page, every feature.
4 pages in this module.18+ capabilities total.
Deals — Pipeline Kanban
/crm/dealsFeatures
- ✓Kanban board grouped by deal stage (PROSPECT → QUALIFIED → PROPOSAL → NEGOTIATION → WON / LOST)
- ✓Each card shows company name, deal value (₹ formatted), contact name, days-in-stage badge
- ✓Stage column headers with deal count and total value
- ✓Won/Lost summary strip: total won value, win rate, average deal size, open count
- ✓HTML5 drag-and-drop between stages with optimistic UI + DEAL_WON notification
- ✓List view toggle with bulk select, bulk delete, export CSV
- ✓New Deal drawer: name, stage, amount, close date, account, owner, deal type
How it connects
When a deal is moved to a Won stage, a DEAL_WON notification is sent to the deal owner and the stage change is logged in the audit trail. Accepted quotes in Commerce auto-link back to the originating deal.
Deal Detail
/crm/deals/[id]Features
- ✓Stats grid: deal value, days open, contact count, activity count
- ✓Stage pipeline mover — click to transition stages
- ✓Deal info panel: amount, close date, deal type, account, owner
- ✓AI Deal Intelligence panel: risk score, strengths, risks, next steps (Claude-powered)
- ✓Contacts panel: linked contacts with lifecycle badges
- ✓Activity timeline with inline log button
- ✓Record comments with ⌘+Enter submit and hover-reveal delete
- ✓Edit + delete with confirmation
How it connects
The AI insight panel queries Claude with live deal context on every page load. Activity logs flow into the Communication Hub's thread history when linked to a contact.
Contacts
/crm/contactsFeatures
- ✓Table: name, email, phone, account, lead source badge, lifecycle stage badge
- ✓URL-driven search (?q=) + pagination (25/page)
- ✓Bulk select → Export CSV
- ✓New Contact drawer: name, email, phone, title, department, lifecycle, account, owner, source
How it connects
Contact records link directly to Communication Hub threads (email/WhatsApp/SMS history) and Automation sequences. Lead scores computed by the AI Engine are shown inline.
Contact Detail
/crm/contacts/[id]Features
- ✓Contact info card: all fields with inline edit
- ✓AI Lead Score panel: score (0–100), grade (A/B/C/D), signals, Claude-generated reasoning
- ✓Linked deals list with stage badges
- ✓Activity timeline
- ✓Sequence enrollments: active enrollments with status, enroll/unenroll actions
- ✓Record comments
- ✓Edit + delete with confirmation
How it connects
Sequence enrollment directly triggers the Automation Engine's sequence execution worker. Deal links open full deal detail pages in Commerce.
Accounts
/crm/accountsFeatures
- ✓Table: name, industry, website, ARR, employee count, account owner
- ✓URL-driven search + pagination
- ✓New Account drawer: name, type, industry, website, ARR, employee count, city, state, GSTIN, owner
How it connects
Account GSTIN flows into Commerce invoices automatically. ARR feeds the Analytics overview revenue calculations.
Activities
/crm/activitiesFeatures
- ✓Timeline: CALL, EMAIL, MEETING, NOTE, WHATSAPP, SMS — color-coded type badges
- ✓Inline edit: subject, outcome, description, duration, reschedule (datetime-local picker)
- ✓"✓ Done" quick button — sets outcome to Completed with strikethrough + Done badge
- ✓New Activity drawer: type, subject, description, outcome, contact, deal, occurred at
How it connects
Logged activities appear in Contact and Deal detail timelines. Sequence step completions auto-create CALL or TASK activity records.
Lead Capture Forms
/crm/formsFeatures
- ✓Form builder: name, slug, fields list, lifecycle stage, owner assignment
- ✓Public form at /forms/[slug] — no auth required
- ✓Submission upserts CrmContact on email match, creates CrmLeadFormSubmission
- ✓Copy public link button per form
How it connects
Submissions create or update Contact records automatically. New contacts from forms enter the lifecycle stage configured on the form.
How CRM Engine connects to the rest of Sentinel
Because every capability shares the same data, CRM Engine works better when the rest of your team is in Sentinel too.
Marketing Cloud
When a contact opens three emails, the CRM lead score updates automatically.
Communication Hub
Every email, WhatsApp, and SMS thread is pinned to the contact record.
AI Engine
Ask the AI to rank your pipeline by risk — it pulls from activity, stage, and timing.
See CRM Engine in action.
20-minute walkthrough customised to your team. Or start a 14-day free trial right now.