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Fiche prospect 360, RBAC 5 rôles, knowledge base.

One page per contact. Everything you know, everything you said, everything they paid. Lifecycle pipeline, call transcripts, notes, knowledge base.

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Ce que ça fait pour toi

  • CRM is the central hub for contacts. Webinar signups and prospects have been merged into one entity. Each contact has a lifecycle_stage (subscriber, lead, mql, sql, opportunity, customer, evangelist), an auth_user_id if they have access, tags, source UTMs.
  • The 360 page shows in one view: bookings, Inbox conversations, call transcripts, audits, Counsel transactions, Studio drafts mentioning the contact, notes, captured objections.
  • You can annotate, tag, move down the pipeline, kick off an audit, a closing, or a sequence. The 5-role RBAC (super_admin, admin, manager, sales, viewer) controls what each workspace member sees.

Comment ça marche

360 page

Everything about a contact in one scroll. No tab switching.

  • Identity and contact info (LinkedIn auto-enriched if available)
  • Past and future bookings
  • Linked Inbox threads
  • Recorded calls with summary and transcript
  • Strategic audits done
  • Counsel invoices and payments
  • Freeform notes and tagged objections

Lifecycle pipeline

Seven standard stages, customizable per workspace. Each transition is tracked with timestamp and author.

5-role RBAC

super_admin, admin (workspace owner), manager, sales, viewer. Per-workspace isolation gates read access, not just the UI.

Knowledge base

A mini knowledge base per contact. Drop their preferences, constraints, behavior signatures. The Inbox agent reads it.

Activity timeline

Cross-module chronology of every interaction. Filter by type, author, period.

Tracked links

Each /r/<code> is attributed to the contact via sda_ts cookie. The visitor becomes identifiable, their page views feed the 360 page.

Connecté à

inboxChaque thread Inbox est rattaché à un contactbookingChaque booking crée ou met à jour un contactcounselLes transactions sont visibles sur la fiche 360studioStudio peut cibler un contact avec un message personnalisé

Essaie CRM dans Freelance OS.

Plan Free, sans carte. Tu testes le module en conditions réelles.

Créer mon workspace

Plan Free. 60 secondes. Aucune CB.