Universal CRM — Overview¶
A follow-up CRM for any service business. It has three jobs:
- A visual pipeline — every lead on a board, moving through stages you define.
- A daily agenda — one prioritised list each morning of who to contact and why.
- A dormancy engine — leads that have gone quiet are surfaced before you lose them.
On top of that: per-contact interaction history, scheduled follow-ups (exportable to your calendar), multi-agent team routing, automated follow-up sequences, and reports.
Who it's for¶
Service businesses that live or die on follow-up — agencies, clinics, trades, consultants, small distributors. The pipeline stages, the custom fields on a contact, and the industry label are all adjustable, so the same app fits a real estate team and a creative studio without changing code.
The free / premium split¶
| Free (demo workspace) | Premium |
|---|---|
| Full workspace, two sample pipelines (automotive sales + a creative agency) | Add, edit and delete your real contacts and pipeline |
| Explore the board, contacts, agenda and reports end to end | Log interactions, schedule and complete follow-ups |
| See how dormancy alerts and sequences look on the sample data | The live dormancy engine and automated sequences on your data |
Export any follow-up as an .ics calendar file |
Multi-agent team routing and round-robin assignment |
The gate is enforced on the server. Every action that writes real data checks
Company.is_premium; if the workspace is free it returns HTTP 402 and the
app opens the upgrade modal. Read-only exploration is never blocked.
Roles¶
| Role | Can do |
|---|---|
| Agent (rep) | Pipeline, contacts, follow-ups, the agenda, reports |
| Admin (manager) | Everything an agent can, plus sequences, team routing, workspace settings and billing |
| Super-admin (app owner) | A cross-workspace company list and the premium toggle — NavAse only |
Where to go next¶
- New to the app? Start with Getting started.
- Picking up the codebase? Start with Architecture.