Pipeline & Deals
- Pipeline drag-and-drop multi-pipelines
- Probabilité dynamique par stage (won/lost)
- Journey tracking + stage history
- Deal teams + commission split %
- Recurring deals + MRR tracking
- Forecast revenue temps réel
Module CRM
CRM, Dialer et Workflows automation
Pipeline drag-and-drop avec probabilité par stage. Dialer prédictif (Telnyx). Inbox unifié 7 canaux. Workflows event-driven. Commission management. Compliance CASL/TCPA/DNC natif.
150+
Routes API
85
Modèles Prisma
70+
Pages admin
150+
Services TS
Capacités du module
Tout ce que le module offre
Leads & Qualification
- Lead scoring IA (Aurelia) + comportemental
- Temperature (cold/warm/hot/very-hot)
- Conversion lead → deal automatisée
- BANT/MEDDIC qualification frameworks
- Lead assignment (manual/round-robin/skill-based/load-balanced)
- Lead recycling + DNC blocking
Téléphonie intégrée
- Dialer prédictif / agentless / blended
- IVR speech recognition (Deepgram)
- Skills routing + ACD engine
- Click-to-call depuis contact card
- Call analytics + coaching live (whisper/barge)
- Recording consent Loi 25 + AES-256 S3
Inbox unifié 7 canaux
- Email + SMS + Chat + Call + WhatsApp + Facebook + LinkedIn
- Assignment automatique + SLA policies
- Conversation threading
- Quick replies + snippets
- Disposition tracking
- Ticket auto-création depuis inbox
Workflows & Automation
- Workflow engine event-driven (Inngest)
- Triggers: LEAD_CREATED, DEAL_MOVED, TIME_BASED, EXTERNAL_EVENT
- Actions: SEND_EMAIL, SEND_SMS, CREATE_TASK, MOVE_DEAL, CALL_WEBHOOK
- Cadences personalisées (sequences)
- Workflow versioning + draft/active/paused
- Disposition triggers post-call
Quotes & CPQ
- Devis configurables + price books
- Multi-items + discounts + taxes
- Status: DRAFT → SENT → VIEWED → SIGNED
- E-signature intégrée
- Conversion devis → commande automatique
- PDF export + email envoi tracking
Ticketing & Support
- Helpdesk catégorisé (general/billing/technical/feature/bug)
- Priority (low/medium/high/critical)
- SLA deadline + escalation
- Knowledge Base + FAQ generator IA
- Articles publics + private
- Ticket comments + history
Rapports & BI
- Forecast revenue + leaderboard
- Wallboard temps réel (call center metrics)
- Churn prediction + CLV
- Cohort analysis + RFM Engine
- Attribution multi-touch (6 modèles)
- Snapshots + custom dashboards
Performance Agents
- Quotas par agent + période
- Commission tiers (sales/activity/hybrid)
- QA scoring + forms
- Adherence tracking (shifts, breaks)
- Agent schedules + AgentDailyStats
- Bonus payouts + approval workflow
Prospection
- Scraping Google Maps + LinkedIn
- Enrichissement Hunter.io + Apollo.io
- Dédup engine + lists
- Business card scanner
- Prospect lists + assignment
- ScrapeJob orchestration
Compliance
- CASL consent records
- TCPA manual touch + DNC list
- Recording consent (Loi 25)
- HIPAA + GDPR delete
- Data retention policies
- Field-level security
Plateforme intégrée
Intégrations natives cross-modules
CrmDeal → Commerce Order
Traçabilité deal → commande, Order.dealId FK. Revenue auto-tracké.
CrmActivity → Comptabilité JournalEntry
Revenue recognition automatique sur deal won → AR debit + Sales credit.
InboxConversation → Email module
Email-sync bridge bidirectionnel. Tous les emails inbox sont parsés et threadés.
CrmCampaign → VoIP Dialer
Campaign drives dialer queue. Power dialer pull leads selon CampaignActivity.
Commission Payout → Comptabilité
RepCommissionPayout → JournalEntry expense + paie.
Workflow → Aurelia IA
Workflows peuvent invoquer Aurelia (copywriting, scoring, recommendations).
Architecture
Sous le capot
150+
Routes API
85
Models
150+
Services
70+
Pages admin
Modèles Prisma principaux
CrmLead · CrmDeal · CrmPipeline · CrmPipelineStage · CrmTask · CrmActivity · InboxConversation · InboxMessage · CrmQuote · CrmWorkflow · CrmCampaign · CrmConsentRecord · CrmTicket · CrmContract · CrmDealTeam · AgentSchedule · CrmQaForm · CrmQuota · ProspectList · RepBonusTier · CommissionPayout · KBArticle
Conformité régionale
Loi 25PIPEDACASLTCPAHIPAAGDPROSFI B-13
Essai 14 jours
Prêt à essayer ?
Essai gratuit 14 jours sur les 8 modules. Aucune carte de crédit requise.