CRM
naios-crmv0.2.1Clients, sales pipeline, and commercial tracking with copilot: the master file of your business, with the 360 profile that connects everything happening with each client in NAiOS
Description
The CRM of NAiOS: contacts and companies with custom fields, opportunity pipeline with drag and drop, tracking with reminders, and a commercial copilot that summarizes accounts, prepares meetings, and notes activities for you. Its unique piece: the 360 profile — WhatsApp messages, support tickets, reservations, forms, and invoices of a client, all together without configuration, because everything lives on the same platform. From 0.2: import clients from Excel, Office, or Knowledge with preview, group them with tags and segments, and declare the consent of each one: it opens (or closes) sequences and campaigns.
Features (9)
The master file of clients, with custom fields and a search by name, email, or phone
Column mapping, inferred custom fields, no duplicates, and preview before confirming; reversible
Group clients with tags and save segments by lifecycle, consent, province, or any field: they count live and feed Campaigns
You declare the basis for contact (express, client, professional 1 to 1, or none); the platform records it and decides which channel opens. 'Do not contact' always wins
Opportunities in kanban with configurable stages, amounts, probability, and forecast by column
Next steps with reminders via bell and mobile, and the 'My day' view with what’s due today
WhatsApp messages, support tickets, reservations, forms, invoices, and now the email of each client, all in a single timeline
Account summaries before a meeting, activities noted by you, and answers about your portfolio
Share the space with permissions per person: view, edit, or manage
Changelog
- Fit score 0-100 per profile (related categories, priority province, web, email, lifecycle, recent activity; 'do not contact' = 0) with chip in the profile, 'Score' button in Segments and API POST /api/workspaces/:id/score; Campaigns enroll first those with the highest score
- Adjustments to score_categories and score_provinces
- Importing contacts and companies from .xlsx/.csv, from an Office sheet ('My Documents') or from an Excel from Knowledge: column mapping with aliases, inferred custom fields, dedup by email and NIF/CIF, 'company + generic contact' mode, honest preview, confirmation with progress and reversible batches
- Tags (groups) by space, in the profile, when importing and in bulk from the list (multiple selection with bulk actions)
- Lifecycle (prospect, lead, client, distributor, partner, discarded) and source of each contact and company
- CONSENT DECLARED by the user (basis, date, source, note, who and when) that decides which channel opens Campaigns; 'do not contact' always wins and syncs with Campaigns opt-outs
- Saved segments (dynamic lists) with filters by tags, lifecycle, consent, custom fields, activity, and opportunities; live counter and export to Office sheet
- Mail tab in the profile: the latest emails with that address from your NAiOS Mail account
- Seams for Campaigns (access by space, segments, activity, lifecycle, suppression) and the two missing Company methods from the core ('create a new CRM' from /companies)
- Chat tools: crm_tag, crm_set_lifecycle, crm_segment_count, crm_declare_consent, crm_import_status
- #108: default space — the star ★ next to each space on the side makes the CRM open in it (Clients, Pipeline, and My day); without a star, as always, in 'My CRM'
- #108: the blue button on the side says 'New company' in the Companies tab
- #107 (real cause): deleting a pipeline did nothing — the confirmation dialog was canceled automatically; fixed in the core of platform dialogs
- #107: deleting a pipeline is easier to find — now the name of the pipeline (top) opens its menu with 'Delete this pipeline', in addition to the gear ⚙️
- C0: spaces, contacts, and companies with custom fields, activities, and team permissions