CRM (Leads & People)

The CRM module manages your contacts, organizations, and sales pipeline. It's the core of any agent-driven sales or customer management system — track people, route leads, and move deals through configurable stages.

People

People are external individuals — customers, prospects, partners. They are the contacts your business interacts with.

Field	Type	Description
id / uuid	ID!	Unique identifiers
firstname	String	First name
lastname	String	Last name
name	String	Full name (computed)
email	String	Primary email
dob	Date	Date of birth
contacts	[Contact!]	Phone numbers, emails, etc. by type
address	[Address!]	Physical addresses
organizations	[Organization!]	Companies this person belongs to
tags	[Tag!]	Tags for categorization
files	[Filesystem!]	Attached documents
custom_fields	[CustomField!]	Custom key-value data

# List people
query {
  peoples(first: 20, orderBy: [{ column: CREATED_AT, order: DESC }]) {
    data {
      id uuid firstname lastname name email
      contacts { type { name } value }
      organizations { id name }
      tags { name }
      custom_fields { name value }
      created_at
    }
    paginatorInfo { total hasMorePages }
  }
}

# Create a person
mutation {
  createPeople(input: {
    firstname: "Jane"
    lastname: "Doe"
    email: "jane@example.com"
    contacts: [{ contacts_types_id: 1, value: "+1-555-0100" }]
    address: [{ address: "123 Main St", city: "New York", state: "NY", zip: "10001", country: "US" }]
    company_id: 1
  }) {
    id uuid name email
  }
}

# Search by email
query {
  peoples(where: { column: EMAIL, operator: EQ, value: "jane@example.com" }) {
    data { id name email }
  }
}

Organization

Organizations are external companies your business interacts with.

Field	Type	Description
id / uuid	ID!	Unique identifiers
name	String!	Organization name
address	String	Address
tags	[Tag!]	Tags

# Create an organization
mutation {
  createOrganization(input: { name: "Acme Corp", address: "456 Business Ave" }) {
    id uuid name
  }
}

# Add person to organization
mutation {
  addPeopleToOrganization(people_id: 1, organization_id: 1) { id }
}

Lead

Leads are sales opportunities. They connect a person and organization to a pipeline stage, with routing, status tracking, and participant management.

Field	Type	Description
id / uuid	ID!	Unique identifiers
title	String!	Lead title / deal name
firstname / lastname	String	Contact name (if no linked person)
email / phone	String	Contact info
description	String	Notes or description
reason_lost	String	Why the deal was lost (if applicable)
people	People	Linked contact
organization	Organization	Linked organization
owner	User	Assigned sales agent
receiver	LeadReceiver	Lead routing config
status	LeadStatus	Open, won, lost, etc.
type	LeadType	Lead type classification
source	LeadSource	Where the lead came from
pipeline	LeadPipeline	Sales pipeline
stage	LeadPipelineStage	Current stage in the pipeline
participants	[User!]	Team members involved
channels	[SocialChannel!]	Communication channels
tags	[Tag!]	Tags
files	[Filesystem!]	Attached files
custom_fields	[CustomField!]	Custom key-value data

# List leads
query {
  leads(first: 20, orderBy: [{ column: CREATED_AT, order: DESC }]) {
    data {
      id uuid title description
      people { name email }
      organization { name }
      owner { displayname }
      status { name }
      source { name }
      pipeline { name }
      stage { name }
      tags { name }
      custom_fields { name value }
      created_at
    }
    paginatorInfo { total currentPage lastPage }
  }
}

# Create a lead
mutation {
  createLead(input: {
    title: "Enterprise deal"
    people_id: 1
    organization_id: 1
    pipeline_stage_id: 1
    description: "Potential enterprise contract"
    custom_fields: [{ name: "deal_value", data: "50000" }]
  }) {
    id uuid title status { name } stage { name }
  }
}

# Move lead to next stage
mutation {
  updateLead(id: 1, input: { pipeline_stage_id: 3 }) {
    id title stage { name }
  }
}

# Mark lead as won
mutation {
  leadWonOrLost(id: 1, input: { status: "won" }) {
    id status { name }
  }
}

Pipelines & Stages

Field	Type	Description
id	ID!	Unique identifier
name	String!	Pipeline name
slug	String!	URL-friendly name
is_default	Boolean	Whether this is the default pipeline
stage_count	Int	Number of stages
lead_count	Int	Total leads in pipeline
stages	[LeadPipelineStage!]	Ordered list of stages

# List pipelines
query {
  pipelines(first: 10) {
    data {
      id name is_default stage_count lead_count
      stages { id name weight rotting_days }
    }
  }
}

# Create a pipeline with stages
mutation {
  createPipeline(input: { name: "Sales Pipeline", weight: 1 }) { id name }
}
mutation {
  createPipelineStage(input: { pipelines_id: 1, name: "Qualified", rotting_days: 14, weight: 2 }) { id name }
}

Real-Time: Lead Subscription

subscription {
  leadUpdate {
    id title
    status { name }
    stage { name }
    people { name }
    updated_at
  }
}

Users & Companies Inventory