Example: CRM

The CRM preset rolls out three related entities for sales tracking: Clients, Contacts, and Deals. Below is how they're structured and how they interact, based on the preset's actual configuration.

Entities and relations

Clients (crm_clients) ──1:∞── Contacts (crm_contacts)
       │
       └──1:∞── Deals (crm_deals) ──∞:1── Contacts (contact, optional)

Entity	Purpose
Clients	Client companies and leads
Contacts	People within a client company
Deals	Deals in the sales pipeline, linked to a client and (optionally) a contact person

Both the [Clients → Contacts] and [Clients → Deals] relations are one-to-many, configured through the Relations tab in the "Clients" entity builder (see Relations Between Entities).

Client status

The client's Status field is a plain value list (value_list), with no transition restrictions:

Status	Value
Lead	lead
Prospect	prospect
Active	active
Partner	partner
Inactive	inactive

The client also has reference fields Industry and Source (where the lead came from: website, advertising, referral, cold call, event).

Deal stages

The deal's Stage field is a state model with fixed transitions:

        ┌─────────────────────────────────────────┐
        │                                         ↓
New → Qualification → Proposal → Negotiation → Won
  │           │              │            │  ↕
  └───────────┴──────────────┴────────────┴→ Lost
                                            On Hold ↔ Negotiation

Stage	Allowed transitions
New	→ Qualification, Lost
Qualification	→ Proposal, Lost
Proposal	→ Negotiation, Lost
Negotiation	→ Won, Lost, On Hold
On Hold	→ Negotiation, Lost
Won	— (final)
Lost	— (final)

The deal also has Amount, Currency (RUB/USD/EUR), Manager, Expected close date fields and a Loss reason text field, filled in when moving to "Lost".

Automations

The deal uses automations, not business process tasks, for routine logic:

Rule	Trigger	What it does
Assign manager on creation	Before Create	If the "Manager" field is empty, fills it in with the current user
Notify manager when a deal closes	After Update	When the stage moves to "Won" or "Lost", sends a push notification to the deal's manager
Move client to "Active" on win	After Update	If the stage → "Won", the related client's status changes from "Lead"/"Prospect" to "Active"

The client has a similar rule, "Notify manager on status change" — a push notification with the new status's name.

"Lead Qualification" business process

When a new client is added with the status "Lead", the "Lead Qualification" BPMN process starts automatically:

Client added
   ↓ automatically
Manager notified of the new lead
   ↓
Task: "Qualify lead" (for the manager)
   ↓ on completion
Client status → "Prospect" (automatically)
   ↓
Task: "Make first contact" (for the manager)
   ↓ on completion
Process completed

See the Business Processes and Tasks section for more on completing process tasks.

Dashboard

By default, the Sales Representative and Sales Manager roles see the "CRM — Sales Pipeline" dashboard on the home page — deals broken down by stage, clients by status, and lead sources. See the Dashboards and Charts section for more on dashboards.

Roles

Role	Permissions
Sales Representative	Create/view/edit clients, contacts, and deals
Sales Manager	Same, plus delete