CRM overview
Boards, columns, and dynamic deal cards that fill themselves in from conversations. The CRM is where every door's output lands — and the board columns drive workflow cadences.
View as MarkdownThe CRM is a board — columns for stages, cards for deals — that fills itself in. A lead captured on a call, a form submission, a DM that turned into a quote request: each becomes a card, with the conversation attached, the contact linked, and the source recorded.
How cards get created
| Path | What happens |
|---|---|
| The AI's lead tool | Mid-conversation on any door, the lead-capture tool collects the card's fields and files the deal. |
| A form | A CRM form submission creates the row + card in the column you chose. |
| The ingest API | Any website or system POSTs to `/crm/ingest` with a Connections key. |
| A workflow | A webhook step or automation writes the card as part of a flow. |
| A human | Plain old Add card. |
Dynamic deal cards
What a card shows is a template per board — pick a business preset (job cards for trades, consult cards for clinics, order cards for restaurants) or edit the layout yourself. The AI's lead capture binds to a board and column and collects that card's fields, so the phone agent asks exactly the questions your card needs. Cards deep-link (?card= URLs) so a ticket or a report can point at the exact deal.
The board drives the follow-up
Because card created and card moved are workflow triggers, the columns are your cadence: move a card to Quoted and the quote-chase starts; to Booked and the reminders start; to Done and the review request goes out. Managing the relationship is drag-a-card.
A jobs board and a memberships board behave differently — separate boards with their own card templates and cadences beat one giant board with unused columns.