> ## Documentation Index
> Fetch the complete documentation index at: https://docs.astradial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mini CRM overview

> Astradial's built-in CRM lets you track companies, contacts, leads, and deals — all connected to your phone system.

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.

## Three core entities

| Entity                  | What it tracks                           | Example                           |
| ----------------------- | ---------------------------------------- | --------------------------------- |
| **Clients (Companies)** | Organizations you work with              | "Acme Corporation"                |
| **Leads (Contacts)**    | Individual people and sales prospects    | "John Doe, Sales Manager at Acme" |
| **Deals**               | Sales opportunities with monetary values | "Enterprise Plan — INR 50,000"    |

## 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.

## 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

## Navigation

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

## Currency

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