CRM

Contacts, companies and a weighted pipeline.

#What CRM does

Every lead, contact and deal in one pipeline — with weighted value so your forecast is real.

  • Companies & contacts. Every client organisation and the people inside it, structured and deduplicated — one record, one truth.
  • Weighted deal pipeline. Drag deals through your stages. Each stage carries a probability, so pipeline value is weighted — a forecast, not a fantasy.
  • Stalled-deal radar. Deals that sit too long in a stage get flagged before they rot, and overdue close dates are highlighted — the pipeline nags so you don't have to.
  • Linked to everything. A client in the CRM is the same client in Projects, Billing and Documents — no copy-paste, no drift.

#Add contacts and companies

Open CRM in the sidebar. The module has five tabs: Overview, Contacts, Companies, Pipeline and Tasks.

  1. Click New contact (top right of the tab row) and fill in name, company, email and status (lead / prospect / customer).
  2. Companies get their own records under the Companies tab — contacts and deals attach to them.
  3. Bulk work: select multiple contacts to set status in one go, or use Import / Export for CSV.

#Work the pipeline

The Pipeline tab is a three-column board — Lead (20%), Qualified (45%), Proposal (70%). Each stage carries a probability that drives the weighted pipeline value at the top.

  1. Create a deal with New deal, or use the quick-add row at the bottom of any column (title + value).
  2. Drag a card between columns to move it through the stages.
  3. While dragging, two drop zones appear at the bottom of the screen: Mark as won and Mark as lost. Closed deals collect in a collapsible history.
  4. Deals stuck in a stage for 14+ days get an hourglass flag; deals past their expected close date are highlighted.

#On the MCP surface

Connect your own AI over MCP and it reads your live pipeline (sstm://crm/deals) and adds companies, contacts, deals and tasks with org-scoped write tools. Everything it writes appears instantly in the workspace, visible to the whole team.

Tools (write):

  • sstm_crm_add_contact
  • sstm_crm_add_company
  • sstm_crm_add_deal
  • sstm_crm_add_task

Resources (read):

  • sstm://crm/contacts
  • sstm://crm/companies
  • sstm://crm/deals
  • sstm://crm/tasks

Full definitions live in the MCP reference.

#On the Cloudflare side

  • Contacts, companies, deals and tasks live in the D1 database on YOUR Cloudflare account (BYOC) — the API reads and writes them there, not in a central store, and falls back to the platform database only if no account is connected.