CRM

Customers for a company: organisations, people, a pipeline of deals, and what to do next.

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What it does

Organisations and the people at them, kept in a book the whole company shares
A pipeline of deals, dragged from stage to stage: Lead, Qualified, Proposal, Negotiation, Won, Lost
Stages you add, rename, reorder and weigh by the chance of winning, per book
Calls, meetings, emails and to-dos, with a due time, ticked off when done
A sales page: what is open, what it is worth weighted, what was won this month, and what is next
More books when you need them: your own, or one shared with a team

Add it to your cloud

In your cloud, open Quills: Administration → Quills as an administrator, Me → Your Quills as anybody else. On its Catalog tab, CRM is on the Business shelf: open it and say yes. Its id, wherever your cloud asks for a quill by name:

id crm

Or on the command line, as an administrator for everyone, with --mine for yourself alone:

$ cm quill add crm

Either way your cloud shows you everything below and waits for your yes.

Standard. The installer offers CRM when you set up a new cloud, so you may have it already. How installing works

What it adds to your cloud

Datamodels

The kinds of data it works with. On a fresh cloud everyone can read and write what it brings the moment it is installed; the install sheet says so, and an administrator narrows it with circles. Records belong to the people who write them, not to the quill: removing it leaves every one where it is. What it adds — fields of its own, datamodels of its own — stays too, unless the administrator removing it chooses to drop them.

Uses

Book `book`

foundational

Where a customer base is kept: the organisations, people, deals and activities one person, a team or everybody works on together.

Name name text, one linerequired Encrypted
Currency currency text, one line Encrypted
Notes notes Markdown Encrypted

Uses

Organisation `organisation`

foundational

A company, a club, an institution: somebody you deal with that is not one person. Kept in a book, or your own when in none.

Book book link to Bookdeleted with its book Indexed
Name name text, one linerequired Encrypted
Industry industry text, one line Indexed
Website website web address Encrypted
Email email email address Encrypted
Phone phone phone number Encrypted
Address address text Encrypted
Notes notes Markdown Encrypted

Uses

Contact `contact`

foundational

A person you know: how to reach them, and how you know them. Kept in a book, or your own when in none.

Book book link to Bookdeleted with its book Indexed
Name name text, one linerequired Encrypted
Organisation organisation link to Organisation Indexed
Job title role text, one line Encrypted
Email email email address Encrypted
Phone phone phone number Encrypted
Birthday birthday date Encrypted
Address address text Encrypted
Notes notes Markdown Encrypted

Uses

Stage `stage`

foundational

One step of a book's pipeline, in order: where a deal is on its way to won or lost.

Book book link to Bookrequired · deleted with its book Indexed
Name name text, one linerequired Encrypted
Chance of winning (%) probability whole number Encrypted
Outcome outcome one of Open, Won, Lost Indexed

Uses

Deal `deal`

foundational

Something you hope to sell to an organisation or a person: what it is worth, and which stage of the pipeline it is in.

Book book link to Bookrequired · deleted with its book Indexed
Title title text, one linerequired Encrypted
Stage stage link to Stage Indexed
Organisation organisation link to Organisation Indexed
Person contact link to Contact Indexed
Value value number Indexed
Currency currency text, one line Encrypted
Expected to close expected_close date Indexed
Status status one of Open, Won, Lost Indexed
Closed closed_at date and time Indexed
Notes notes Markdown Encrypted

Uses

Activity `activity`

foundational

A call, a meeting, an email or a to-do with a customer: when it is due, and whether it is done.

Book book link to Bookdeleted with its book Indexed
Title title text, one linerequired Encrypted
Kind kind one of To-do, Call, Meeting, Email Indexed
Due due date and time Indexed
Done done yes or no Indexed
Done done_at date and timeset when done becomes true Indexed
Organisation organisation link to Organisation Indexed
Person contact link to Contact Indexed
Deal deal link to Deal Indexed
Notes notes Markdown Encrypted

Adds fields to

Organisation `organisation`

foundational

Fields of its own on every organisation, readable by anyone who may read the record, never required.

Status crm.status one of Lead, Prospect, Customer, Partner, Former customer Indexed

Indexed fields are kept plain, so your cloud can sort and filter by them. Encrypted fields are encrypted before they reach the disk.

Screens

SalesDrawn by its code, sales().

PipelineA board of deals. Lanes: ; one book at a time, chosen across the top.

OrganisationsA list of organisations.

PeopleA list of contacts.

ActivitiesA list of activities. A circle on each row for done.

Each is a tab, drawn by your cloud itself on every surface:

Phonethe web app, made for the phone
Webthe full web app, in a browser
Terminalthe terminal app
Command linecm crm
Assistanttools for your assistant, as you

Comes with

A book, when it is installed.customers · “Customers”

Six stages, when it is installed.pipeline · “Lead”, “Qualified”, “Proposal”, “Negotiation”, “Won”, “Lost”

Its own code

Action new-dealNew deal, on a organisation; asks for title, value, expected_close

Action wonWon, on a deal; asks for nothing

Action lostLost, on a deal; asks for reason

Action follow-upPlan a follow-up, on a deal; asks for title, kind, due

Action follow-up-organisationPlan a follow-up, on a organisation; asks for title, kind, due

Action follow-up-personPlan a follow-up, on a contact; asks for title, kind, due

Action completeDone, on a activity; asks for nothing

Action add-stageAdd a stage, on a book; asks for name, probability

Action stage-earlierMove earlier, on a stage; asks for nothing

Action stage-laterMove later, on a stage; asks for nothing

Hook deal_movedwhen a deal is created or changed

Its Python, quill.py, runs in a sandbox on your cloud, as whoever uses it, and reaches only what it declares. Your cloud shows all of this before you say yes; code on your own machine runs only once you switch it on there.

In its own words

A Quill for Cloudmorrow: the customers a company keeps — organisations, the people at them, a pipeline of deals, and what to do next — shared by everybody who works with them.

Books. Everything is kept in a book. There is one everybody on the server shares from the start, Customers; make more for a team (shared, with the people you add) or for yourself.
Organisations and people, with how to reach them, what they do and where each organisation is on its way to being a customer (Lead, Prospect, Customer, Partner, Former customer).
A pipeline of deals. Every book starts with Lead, Qualified, Proposal, Negotiation, Won and Lost. Drag a deal from stage to stage; the circle on a card wins it. Add, rename, reorder and weigh the stages by the chance of winning — each book has its own.
Activities: calls, meetings, emails and to-dos, with when they are due, linked to the deal, organisation or person they are about, and ticked off when done.
Sales, the first screen: open deals, what the pipeline is worth (and worth weighted by each stage's chance), what was won this month, what is overdue, what is next and what is closing soon.

What it adds to your Cloudmorrow


Datamodels	uses the foundational `book`, `organisation`, `contact`, `stage`, `deal` and `activity` (domain Customers (CRM)); extends `organisation` with `crm.status`
Screens	Sales (a view), Pipeline (a board), Organisations, People and Activities (lists) — on the phone, the web app, the terminal, `cm crm`, and to your assistant
Actions	New deal, Won, Lost, Plan a follow-up, Done, Add a stage, Move earlier, Move later
Hooks	`deal_moved`: a deal's status (open, won, lost) and when it closed follow its stage, and the other way round
Datasets	`customers`: one book for everybody, once; `pipeline`: the six stages, in every book that has none
Services, webhooks, APIs	none

Working on it

See CLAUDE.md. In short: cm quill check, cm quill test (and --sandbox), then cm quill dev --local.

Licence

AGPL-3.0-or-later.