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Documentation Index

Fetch the complete documentation index at: https://docs.astradial.com/llms.txt

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The Mini CRM is a lightweight customer relationship management module built right into Astradial. It helps you keep track of who you are talking to and what deals are in progress.

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Three core entities

EntityWhat it tracksExample
Clients (Companies)Organizations you work with”Acme Corporation”
Leads (Contacts)Individual people and sales prospects”John Doe, Sales Manager at Acme”
DealsSales opportunities with monetary values”Enterprise Plan — INR 50,000”

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How they connect

Company (Client)
├── Contacts (Leads) — people at this company
├── Deals — sales opportunities with this company
└── Activities — notes, calls, emails, meetings
A company can have multiple contacts and multiple deals. Each deal can be linked to both a company and a specific contact. Activities (like notes and call records) can be attached to any entity.

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Key features

  • Kanban pipeline view — Drag-and-drop cards through stages (New → Contacted → Qualified → Won)
  • List view — Traditional table with sorting and search
  • Custom fields — Add your own fields (text, number, date, dropdown, etc.)
  • Custom pipelines — Change the stages in your lead and deal pipelines
  • Team assignment — Assign companies, leads, and deals to specific team members
  • Activity tracking — Log notes, calls, emails, meetings, and tasks
  • Dashboard stats — See total companies, contacts, open deals, and pipeline value
In the sidebar under Mini CRM, you will find:
  • Clients — Manage companies
  • Leads — Manage contacts and sales prospects
  • Deals — Manage sales opportunities
  • Customize — Configure pipelines and custom fields

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Currency

The CRM uses Indian Rupees (INR) for deal amounts. Pipeline values and won values are displayed in INR with comma formatting.