CRM

sales

Gerencie contatos, empresas e negócios no seu funil de vendas.

Coleções

Contacts

People and their contact information

Campos do Schema

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

Companies

Organizations and accounts

Campos do Schema

name:stringdomain:stringindustry:stringsize:stringannual_revenue:number

Deals

Sales opportunities and pipeline

Campos do Schema

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

Relacionamentos

contacts

works_at

companiesContact works at company

contacts

owns_deal

dealsContact owns or is associated with deal

Consultas de Exemplo

Consulte os dados deste template usando o 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

Início Rápido

Crie as coleções usando o Rekor CLI:

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

Schema Completo (JSON)

Copie a definição completa do template:

{
  "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"
    }
  ]
}