Dashboard, contacts, deals, tasks, calendar, automations, reports, timeline, and settings share one small-team workflow. Scope is deliberate.
People and companies with workspace-defined custom fields, tags, CSV import with dedupe preview, contact merge, vCard export, Postgres full-text search, and Kanban + table pipeline views.
Public booking pages per user — event types, availability windows, conflict checking, automatic contact creation, and timeline events on book.
Threaded conversations on the contact timeline, Gmail OAuth or SMTP/IMAP accounts, templates with {{contact.*}} variables, optional tracking, smart replies, and reply-paused email sequences.
Hosted forms at /f/<slug>, embed snippets, and POST /api/v1/forms/<slug> for Zapier, n8n, or your own stack.
automations.ts in your data directory with triggers like onEmailReceived and onStageChanged — assign owners, tag, send email, score, webhook.
Pipeline by stage, conversion funnel, win/loss, revenue by month, contacts by source, activity by user, deal cycle, and aging deals — CSV now, PDF via background worker.
Workspace fields, email sequences, pipelines, AI mode, audit log, Gmail connection, and scoped API tokens live in the app instead of hidden admin scripts.
A single curl brings up Postgres, the app, and Caddy with automatic TLS. Secrets are generated, backups are scheduled, and you get an admin invite link — usually in under a minute on a fresh VPS.
Email, calendar events, notes, call logs, form submissions, bookings, tags, and merge history land in one chronological timeline on the contact record. No communications tab — the contact view is the inbox.
Smart replies, lead scoring, natural-language contact search, and weekly digests — each workspace picks Local (Ollama), BYO API key, or Off. Every call is logged; you can browse and purge the audit log.
Out of scope for v1: teams above ~25 users, territory management, commission tracking, dashboard builders, and plugin marketplaces.
