Sales home
Commercial work starts here
A CRM-first entry point for lead qualification, opportunity control, quotes, follow-ups, and clean handoff to delivery.
Lead to quote
Opportunities
Commercial pipeline for qualification, site assessment, value, probability, next step, and quote readiness.
Review pipelineRelationship system
Accounts
Company-level customer record with contacts, active opportunities, relationship notes, and delivery history.
Open accountsQuote to decision
Offers
Offer records for proposal status, validity, value, customer decision, and conversion to handoff.
Review offersNext action control
Follow-up
Reminder and activity queue for commercial next steps, customer promises, and stale opportunities.
Open follow-upsOperating focus
What sales should control today
- Qualify new leads before quote work starts.
- Keep every opportunity tied to an account and next action.
- Move accepted offers into handoff instead of project notes.
Next implementation control
Commercial data remains schema-preserving
This skeleton uses local CRM bootstrap data and keeps the existing Supabase schema untouched. Real repositories and RPCs can be wired module by module after the boundary is verified.