CRM

naios-crmv0.8.5

Customers, sales pipeline and sales follow-up with a copilot: the master file of your business, with the 360 record that brings together everything that happens with each customer in NAiOS

Included in Basic and MAXProductividadcrmclientesventaspipelineleadsoportunidadescomercialimportacionsegmentosconsentimientoNAiOS Team Read the announcement on the blog Import an Excel file Sales network: own customers only

Features

Version

0.8.5

License

free

Services

—

Description

NAiOS CRM: contacts and companies with custom fields, an opportunity pipeline with drag and drop, follow-up with reminders, and a sales copilot that summarizes accounts, prepares meetings and logs activities for you. Its unique feature is the 360 record: a customer's WhatsApp messages, tickets, bookings, forms and invoices, together, with no setup, because everything lives on the same platform. From 0.2: import customers from Excel, Office or Knowledge with preview, group them with tags and segments, and record each customer's consent. That is what enables (or blocks) sequences and campaigns.

Features (10)

Dashboard

Home page with key figures, pipeline and activity charts, quick actions, and what needs attention today

Contacts and companies

The master customer file, with custom fields and search by name, email or phone

Import from Excel, Office or Knowledge

Column mapping, inferred custom fields, no duplicates, and a preview before you confirm; reversible

Tags and segments

Group customers with tags and save segments by lifecycle stage, consent, province or any field: counts update live and feed Campaigns

Declared consent

You declare the legal basis for contacting someone (explicit, customer, professional one-to-one, or none); the platform records it and decides which channel opens. “Do not contact” always wins

Sales pipeline

Opportunities on a kanban board with configurable stages, amounts, probability and forecast per column

Follow-up that doesn't slip

Next steps with reminders via bell and mobile, and the “My day” view with what's due today

360 record

WhatsApp messages, Support tickets, bookings, forms, invoices and now each customer's email, in a single timeline

Sales copilot

Account summaries before a meeting, activities logged for you, and answers about your portfolio

Sales team

Share the workspace with per-person permissions: view, edit or manage

Changelog

v0.8.52026-09-28

Chat (#210): creating a contact, company or opportunity from the chat now goes to the workspace you opened the CRM with (starred or active company), not the first one in your list; the reply says which workspace it was saved to.

v0.8.42026-09-28

Chat/agents (#193): new “create company” tool (legal name, tax ID, website, phone, address, lifecycle stage), with an existing contact linked as representative; when creating a contact with a company specified, the company is created if it doesn't exist. Both come with a confirmation card.

v0.8.32026-09-25

Company record (#192): the data line in the header (tax ID, website, location, phone) now also shows the contact person with their phone, linked to their record, so you can call without scrolling. The first contact with a phone is preferred.

v0.8.22026-09-24

Opportunities (#189): the customer is chosen with a search across all contacts and companies in the workspace, both when creating and under “Edit details” (previously a dropdown showing the first 200 by name, so new companies didn't appear). Contacts show their company, and people with the same name get a number.

v0.8.12026-09-23

Customers shows what you're viewing (#175): below the header, “53 companies · 53 prospects” with a button per status that filters when clicked, and each row also carries a “prospect” label (previously only lead, customer, etc. were marked). For new users: Customers brings together prospects, leads and customers; each record's lifecycle stage shows where it stands.

v0.8.02026-09-23

Open portfolio (#175): whoever manages the company can enable the “Open portfolio” action for a collaborator with “only their customers” scope; they then also see companies, contacts and opportunities with no owner, and can take them over with “Make me owner” (on the record or in bulk from Customers). A contact with no owner that belongs to another person's company remains hidden.
Customers: the owner filter for collaborators with open portfolio offers “mine” and “unassigned”; the workspace label reads “your customers + open portfolio”.
Sidebar: “Customers” now explains below that it brings together contacts and companies (tabs). The copilot knows the CRM's layout and the scope of whoever is asking, and no longer invents menu names.
Guide: “Where everything is” and open portfolio.

v0.7.22026-09-23

Notes and next steps on a record can now be edited (pencil icon next to each activity): the text and, for next steps, the date; no need to delete and retype. Only the person who logged it or an administrator can, as with deletion; the Log keeps the entry without the text.
The back arrow on a record returns you to where you were: to the open segment (now remembered in the address) or to the customer list with its filters, in one click (ticket #171).

v0.7.12026-09-19

“NAiOS ERP” in the sidebar when the module is loaded: goes to the billing of the active company (the ERP has a “NAiOS CRM” link back).

v0.7.02026-09-16

“A company's invitation grants the module” plan: anyone without CRM in their plan who receives an invitation gets access only to that company's workspaces (no personal workspace, no creating workspaces); the CRM appears in their menu.
“My commissions” (mycommissions capability): a collaborator can see their own commissions from the company's ERP, by month, without entering the ERP; clear statuses when they aren't registered as a salesperson or there are no commissions.
Access revoked by the company also applies to legacy workspaces: when revoked, live connections are closed.

v0.6.02026-09-16

“Only their own” scope for collaborators: anyone who enters through the company with the “Sales collaborator” template sees and edits only the companies they own, the contacts of those companies and their own contacts, their opportunities and the activities for all of these; what they create is under their name, and what has no owner isn't visible. Applied to lists, search, record (404 outside scope), pipeline, forecast, segments, scoring, dashboard, My day, timeline, bulk actions, duplicates and copilot tools.
Per-person capabilities (export, import, bulk changes) declared in the manifest (companyAccess) and enforced by routes and buttons; the Log requires managing the entire workspace.
Bulk “Owner” action also by segment (administrators): distributes a portfolio in one pass.
listEntitiesFor seam for ERP, Legal and Campaigns: anyone reading CRM records from another module sees only what they would see inside. Campaigns is outside the restricted scope.

v0.5.02026-09-16

Owner shown with name and title in Companies (“David García · CEO”, “Zeus Gargallo · CBDO”) instead of email or “(owner)”.
Owner selector with search: CRM people, pending invitations (who can already be owners) and, for company administrators, “Add someone from NAiOS” by exact email or from your Talk groups, with profile, note and notice.
Bulk “Owner” action in Customers, with a single notice to the person receiving the records.
Log (administrators only): who changed owners, records, access, imports and exports, with before → after, filters by group, person and dates, grouped imports and bulk actions, detail view and CSV. Recent change history on the record.
Removing someone with assigned customers requires deciding who takes them over (or leaving them unassigned), also from Companies.
The Log is kept for 24 months (adjustable) and doesn't store free text: for names, phones or notes it only records that they changed.

v0.4.02026-09-15

Dashboard as the CRM home page and first sidebar entry: open pipeline, weighted forecast, won, close rate, average deal size, new customers, activity and what needs attention.
Charts: funnel by stage, won and lost per month, new records per week, lifecycle stage, team activity and owner ranking (with tables if charts fail to load).
Quick actions: new contact or company (opens the creation form directly), new opportunity, import, new segment, Prospecting in Campaigns and My day.
Filters by workspace, period (30, 90 or 365 days) and owner, remembered in the browser; lists of next steps, stalled opportunities, recent wins and hot leads.

v0.3.12026-09-15

Owner on company and contact records: chosen from people with CRM access (including those who enter through the company).
“Owner” filter in Customers: mine, unassigned, or a specific person.
The server checks that the owner has access to the workspace, just like the owner of opportunities.

v0.3.02026-09-15

Segments: a one-line header that stays at the top (name, based on what, count and actions).
Conditions are summarized in readable chips and collapse when a saved segment opens; lifecycle stage, consent and tags are chosen with chips instead of multi-select lists.
Results in list or card view (remembered in the browser), with search and sorting by score or name.
“Load more” in batches of 50 instead of cutting off at the first 50 records.
“General contact” entries from company-based imports are titled with their company name in Segments and in Contacts.

v0.2.22026-09-14

“Send sequence” button in Segments and in the multi-select of contacts (opens Campaigns with everything preselected).
The owner can rename and change the color of their personal workspace (sidebar wheel); the CRM opens on the active company if there's no star.
Seams: contacts carry the custom fields of their company (company_custom); companyOfWorkspace.

v0.2.12026-09-13

Fit score 0-100 per record (related categories, priority province, website, email, lifecycle stage, recent activity; “do not contact” = 0) with a chip on the record, a “Score” button in Segments and the API POST /api/workspaces/:id/score; Campaigns enrolls the highest-scoring people first
Settings score_categories and score_provinces

v0.2.02026-09-13

Import of contacts and companies from .xlsx/.csv, from an Office sheet (“My Documents”) or from an Excel file in Knowledge: column mapping with aliases, inferred custom fields, deduplication by email and tax ID, “company + generic contact” mode, honest preview, confirmation with progress and reversible batches
Tags (groups) per workspace, on the record, during import and in bulk from the list (multi-select with bulk actions)
Lifecycle stage (prospect, lead, customer, distributor, partner, discarded) and source for each contact and company
Consent DECLARED by the user (basis, date, source, note, who and when) that decides which channel Campaigns opens; “do not contact” always wins and is synced with Campaigns unsubscribes
Saved segments (dynamic lists) with filters by tags, lifecycle stage, consent, custom fields, activity and opportunities; live counter and export to an Office sheet
“Email” tab on the record: recent emails with that address from your NAiOS Mail account
Seams for Campaigns (workspace access, segments, activity, lifecycle stage, suppression) and the two missing core Company methods (“create a new CRM” from /empresas)
Chat tools: crm_tag, crm_set_lifecycle, crm_segment_count, crm_declare_consent, crm_import_status

v0.1.22026-09-04

#108: default workspace — the star ★ next to each workspace in the sidebar makes the CRM open in it (Customers, Pipeline and My day); without a star, as before, in “My CRM”
#108: the blue sidebar button reads “New company” on the Companies tab
#107 (root cause): deleting a pipeline did nothing — the confirmation dialog cancelled itself; fixed in the platform's core dialog component

v0.1.12026-09-04

#107: deleting a pipeline is easier to find — now the pipeline name (at the top) opens its menu with “Delete this pipeline”, in addition to the gear ⚙️

v0.1.02026-08-29

C0: workspaces, contacts and companies with custom fields, activities and team permissions