CRM

sales

Gestione contactos, empresas y oportunidades a lo largo de su embudo de ventas.

Colecciones

Contacts

People and their contact information

Campos del esquema

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

Companies

Organizations and accounts

Campos del esquema

name:stringdomain:stringindustry:stringsize:stringannual_revenue:number

Deals

Sales opportunities and pipeline

Campos del esquema

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

Relaciones

contacts

works_at

companiesContact works at company

contacts

owns_deal

dealsContact owns or is associated with deal

Consultas de ejemplo

Consulte los datos de esta plantilla usando el endpoint SQL.

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

Inicio rápido

Cree las colecciones usando el Rekor CLI:

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

Esquema completo (JSON)

Copie la definición completa de la plantilla:

{
  "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"
    }
  ]
}