plugin-crm

Beta

@fayz-ai/plugin-crm

Every business that sells anything needs a way to track who's interested, what's in motion, and what's about to close. Most verticals end up rebuilding the same CRM badly. plugin-crm is the one sales engine — leads, a drag-style pipeline, deals, quotes, and activities — that snaps into a defineSaas app and adapts to the vertical underneath it.

Preview of plugin-crm as the customer sees it

Overview

A lean CRM for service businesses: leads become deals, deals move through a visual pipeline, and activities and quotes record the history. The plugin mounts the /sales page (route and navigation), dashboard widgets and a Settings tab. The quotes, activities and pipeline modules can be switched on and off by config.

On the data side, the CRM follows the Fayz archetype pattern: leads are people (saas_core.persons, kind='lead') and deals and quotes are orders (saas_core.orders, kind='deal'/quote). The plugin adds extension tables in public — pipelines, pipeline_stages, lead_sources, crm_tags, crm_activities and deal_extensions — across five migrations covering the base, activities, views + RLS and the seed for a default pipeline. Supabase provider with mock fallback.

When a lead is approved, the CRM can promote the person (persons.kind) and create the record in the configured extension table (clientConversion). For AI, it exposes countCustomers and listLeads. Status beta / partial capability: ready to dogfood, still evolving.

When to use it

Track leads and deals in a visual funnel.
Issue quotes and log contact activities.
Turn an approved lead into a customer without leaving the flow.

Specs

Package	`@fayz-ai/plugin-crm`
Version	0.3.0
Status	beta
Capability	Partial capability
Stable channel	`^0.3.0`
Migrations	5 migration(s)
Factory	`createCrmPlugin()`

Data model

Table	Key columns
`plg_crm_pipelines`	name, is_default, is_active
`plg_crm_pipeline_stages`	pipeline_id, name, order, color, probability, is_won
`plg_crm_lead_sources`	name, is_active
`plg_crm_tags`	name, color, is_active
`plg_crm_deal_extensions`	order_id, pipeline_id, stage_id, probability, expected_close_date, lead_id
`plg_crm_activity_types`	name, is_active
`plg_crm_activities`	deal_id, lead_id, contact_id, contact_name, activity_type, title

Convention: plg_ + tenant_id + RLS. Data model.

AI tools

id	mode	description
`crm.count-customers`	read	Returns the number of active customers/clients.
`crm.list-leads`	read	Lists leads with optional filters.

Tools an agent can call against your app. Your app as a data layer.

Integrations

No hosted connector — external providers come in via the connector spine. integrations catalog.

Use this page as a skill. .md of this page is the agent-consumable contract — data model, tools and integrations in a single file an AI reads directly. Preview fayz skill add plugin-crm is coming soon to install this as a skill. See Skills.

Integrate

Add the plugin to surfaces.admin.plugins in your app's app.manifest.json and run the doctor to validate:

{
  "surfaces": {
    "admin": {
      "plugins": [
        { "id": "crm", "enabled": true }
      ]
    }
  }
}

npx fayz doctor

fayz doctor checks the manifest against the SDK catalog. See Configuration.