Sales CRM-lite¶

The salesperson role is the underserved persona today. These items make the rep self-sufficient and the manager actually managing.

Items¶

Pipeline view — open quotes by stage, won/lost, no-touch in N days.
Acceptance: kanban + list view, per-rep filter, weighted-amount totals.
Quote follow-up automation — "no response in N days → reminder via configured channel".
Acceptance: cadence per-tenant; respects per-client default channel; rep can pause.
Visit planning — nearest clients on a map (uses addresses/).
Acceptance: map screen, route by proximity, "check-in" log per visit.
Commission preview mid-month so reps don't wait for close.
Acceptance: extend getCommissionPerSalespersonReport with as-of-today projection.
Mobile-first rep app.
Acceptance: PWA optimised for one-thumb: search client, draft quote, signature on screen, send by WhatsApp + email immediately.
Lead inbox (incoming inquiries that aren't yet clients).
Acceptance: lightweight Lead model; convert-to-client mutation; tracks source.
Quote acceptance link for clients (no login).
Acceptance: tokenised public URL; client can view, sign on screen, accept; backend creates the order.
Per-client price book — surface the client-specific discounts you already have.
Acceptance: client detail tab shows all items_client_discount_* rows with edit affordance.
Salesperson leaderboards & targets.
Acceptance: monthly target per rep, vs-actual chart, configurable scope (revenue, gross margin, units).

None yet.