CRM
CRM
Organization, Contact, Lead, Deal, Activity, Pipeline -- the complete sales pipeline as a typed graph.
Six entities form a connected graph that models the entire customer relationship lifecycle -- from first touch to closed deal and beyond. Organizations contain contacts, contacts generate leads, leads convert to deals, activities track every interaction, and pipelines define the stages deals flow through.
import { Organization, Contact, Lead, Deal, Activity } from '@headlessly/crm'
const org = await Organization.create({
name: 'Acme Dev',
domain: 'acme.dev',
type: 'Prospect',
industry: 'Software',
})
const contact = await Contact.create({
name: 'Alice Chen',
email: 'alice@acme.dev',
organization: org.$id,
stage: 'Lead',
})
const lead = await Lead.create({
name: 'Acme Inbound',
contact: contact.$id,
organization: org.$id,
source: 'website',
})
await Lead.convert(lead.$id)
const deal = await Deal.create({
name: 'Acme Enterprise',
value: 48_000,
organization: org.$id,
contact: contact.$id,
stage: 'Prospecting',
})
await Activity.create({
subject: 'Discovery call with Alice',
type: 'Call',
deal: deal.$id,
contact: contact.$id,
status: 'Completed',
})
await Deal.advance(deal.$id)
await Deal.win(deal.$id)The Sales Pipeline Graph
Organization ──< Contact ──< Lead ──> Deal ──< Activity
│ │ │
│ ├── manager ──> Contact
│ │
└── parent ──> Organization └──> Pipeline (stages)Every arrow is a typed relationship defined in the Noun schema. Back-references are automatic -- Organization.contacts is the inverse of Contact.organization.
Entities
| Entity | Description | Custom Verbs |
|---|---|---|
| Organization | Companies, startups, partners, vendors | enrich, score |
| Contact | People -- developers, founders, VCs | qualify, capture, assign, merge, enrich |
| Lead | Inbound leads with BANT qualification | convert, lose |
| Deal | Sales opportunities with value and stage tracking | close, win, lose, advance, reopen |
| Activity | Calls, emails, meetings, demos, follow-ups | complete, cancel, log |
| Pipeline | Sales pipeline stage configuration | -- |
Cross-Domain Connections
CRM is the entry point for the entire business graph. When a deal closes, downstream entities activate:
import { Deal } from '@headlessly/crm'
Deal.won((deal, $) => {
const customer = $.Customer.create({
name: deal.name,
email: deal.contact,
organization: deal.organization,
})
$.Subscription.create({
customer: customer.$id,
plan: 'pro',
})
$.Contact.update(deal.contact, { stage: 'Customer' })
})- Billing: Deal close triggers Customer and Subscription creation
- Marketing: Campaign attribution flows through Lead.campaign
- Analytics: Every verb emits events that feed into Funnel and Metric
- Support: Customer contacts become Ticket reporters
- Projects: Organization maps to Project for delivery tracking
Package
npm install @headlessly/crmimport { Organization, Contact, Lead, Deal, Activity, Pipeline } from '@headlessly/crm'Or via the unified SDK:
import { $ } from '@headlessly/sdk'
await $.Contact.create({ name: 'Alice Chen', stage: 'Lead' })
await $.Deal.find({ stage: 'Negotiation' })