CRM

sales

Track contacts, companies, and deals through your sales pipeline.

Collections

Contacts

People and their contact information

Schema Fields

name:stringemail:stringphone:stringcompany:stringtitle:stringsource:stringnotes:string

Companies

Organizations and accounts

Schema Fields

name:stringdomain:stringindustry:stringsize:stringannual_revenue:number

Deals

Sales opportunities and pipeline

Schema Fields

title:stringamount:numbercurrency:stringstage:stringclose_date:stringprobability:number

Relationships

contacts

works_at

companiesContact works at company

contacts

owns_deal

dealsContact owns or is associated with deal

Example Queries

Query this template's data using the SQL endpoint.

Pipeline by stage

Total deal value and count grouped by pipeline stage.

SELECT
  data.stage.:String as stage,
  count() as deal_count,
  sum(CAST(data.amount, 'Float64')) as total_value
FROM records FINAL
WHERE workspace_id = {workspace_id:String}
  AND collection = 'deals'
  AND deleted = false
GROUP BY stage
ORDER BY total_value DESC

Weighted pipeline

Calculate expected revenue by multiplying deal amounts by their close probability.

SELECT
  data.title.:String as deal,
  data.stage.:String as stage,
  CAST(data.amount, 'Float64') as amount,
  CAST(data.probability, 'Float64') as probability,
  CAST(data.amount, 'Float64') * CAST(data.probability, 'Float64') / 100 as expected_revenue
FROM records FINAL
WHERE workspace_id = {workspace_id:String}
  AND collection = 'deals'
  AND deleted = false
  AND data.stage.:String NOT IN ('closed_won', 'closed_lost')
ORDER BY expected_revenue DESC

Contacts by source

Count contacts grouped by acquisition source.

SELECT
  data.source.:String as source,
  count() as contact_count
FROM records FINAL
WHERE workspace_id = {workspace_id:String}
  AND collection = 'contacts'
  AND deleted = false
GROUP BY source
ORDER BY contact_count DESC

Deals closing this month

Find deals with a close date in the current month.

SELECT
  data.title.:String as deal,
  data.stage.:String as stage,
  CAST(data.amount, 'Float64') as amount,
  data.close_date.:String as close_date
FROM records FINAL
WHERE workspace_id = {workspace_id:String}
  AND collection = 'deals'
  AND deleted = false
  AND toYYYYMM(CAST(data.close_date.:String, 'Date')) = toYYYYMM(today())
ORDER BY close_date ASC

Quick Start

Create the collections using the Rekor CLI:

rekor collections upsert contacts --workspace my-crm --schema @contacts.json

Full Schema (JSON)

Copy the complete template definition:

{
  "collections": [
    {
      "id": "contacts",
      "name": "Contacts",
      "description": "People and their contact information",
      "icon": "user",
      "color": "#3b82f6",
      "json_schema": {
        "type": "object",
        "required": [
          "name",
          "email"
        ],
        "properties": {
          "name": {
            "type": "string"
          },
          "email": {
            "type": "string",
            "format": "email"
          },
          "phone": {
            "type": "string"
          },
          "company": {
            "type": "string"
          },
          "title": {
            "type": "string"
          },
          "source": {
            "type": "string",
            "enum": [
              "inbound",
              "outbound",
              "referral",
              "organic"
            ]
          },
          "notes": {
            "type": "string"
          }
        }
      }
    },
    {
      "id": "companies",
      "name": "Companies",
      "description": "Organizations and accounts",
      "icon": "building",
      "color": "#8b5cf6",
      "json_schema": {
        "type": "object",
        "required": [
          "name"
        ],
        "properties": {
          "name": {
            "type": "string"
          },
          "domain": {
            "type": "string"
          },
          "industry": {
            "type": "string"
          },
          "size": {
            "type": "string",
            "enum": [
              "1-10",
              "11-50",
              "51-200",
              "201-1000",
              "1000+"
            ]
          },
          "annual_revenue": {
            "type": "number"
          }
        }
      }
    },
    {
      "id": "deals",
      "name": "Deals",
      "description": "Sales opportunities and pipeline",
      "icon": "dollar-sign",
      "color": "#22c55e",
      "json_schema": {
        "type": "object",
        "required": [
          "title",
          "amount",
          "stage"
        ],
        "properties": {
          "title": {
            "type": "string"
          },
          "amount": {
            "type": "number",
            "minimum": 0
          },
          "currency": {
            "type": "string",
            "enum": [
              "USD",
              "EUR",
              "GBP",
              "BRL"
            ],
            "default": "USD"
          },
          "stage": {
            "type": "string",
            "enum": [
              "lead",
              "qualified",
              "proposal",
              "negotiation",
              "closed_won",
              "closed_lost"
            ]
          },
          "close_date": {
            "type": "string",
            "format": "date"
          },
          "probability": {
            "type": "number",
            "minimum": 0,
            "maximum": 100
          }
        }
      }
    }
  ],
  "relationships": [
    {
      "type": "works_at",
      "source": "contacts",
      "target": "companies",
      "description": "Contact works at company"
    },
    {
      "type": "owns_deal",
      "source": "contacts",
      "target": "deals",
      "description": "Contact owns or is associated with deal"
    }
  ]
}