Total Deals
CRM SaaS Rewrite
Module Atlas, Customer Views, and Sales Board
The rewrite now exposes a full navigation shell, live customer and lead snapshots, and the existing sales board so the product feels closer to a real CRM workspace instead of a single page demo.
Connection
Authentication
Demo access is preloaded from deployment env for quick browser verification. The page will open the demo workspace automatically.
Module Atlas
The PHP sidebar is now mapped into the rewrite with live, partial, and queued states.
Live 3Partial 9Queued 3
Customers
0
Leads
0
Projected Value
$0
Activity Items
0
Customers
Recent customer accounts surfaced from the tenant database.
This role cannot read customer records.
Leads
Live lead mix with status distribution and recent activity.
This role cannot read lead records.
Plan Usage
Tenant usage becomes available after authentication.
Team
Role-gatedYour role can use the CRM, but it cannot view or manage team seats.
Pending Areas
These modules exist in the PHP product but still need UI and workflow parity in the rewrite.
Estimate Requestqueued
Public request flows and admin handling are not built yet.
Top-level menu areaKnowledge Basequeued
Article and public help content are still pending.
Top-level menu areaUtilitiespartial
Operational tooling exists behind the scenes, but no utilities workspace yet.
Top-level menu areaReportsqueued
Report screens are not surfaced in the rewrite yet.
Top-level menu areaSetuppartial
Tenant admin and team seats exist; the broader setup tree still needs parity.
5 submenu items mappedBilling
Billing settings become available after authentication.
Billing is intentionally deprioritized in the main workspace while the rewrite catches up with the original CRM surface. The Stripe routes and backend are still present, but the primary effort is now on module visibility, navigation parity, and day-to-day CRM pages.
Pipeline
Drag a deal card into another stage to update it. Click any deal to open its deep-link details page.
Read-only mode: your role cannot move deals between stages.
Deal Metrics
Track visible pipeline pressure, close timing, and recent commercial outcomes
Open Pipeline Value
Value pendingVisible open deal value grouped by currencyWon 30 Days
0Visible deals marked won in the last 30 daysLost 30 Days
0Visible deals marked lost in the last 30 daysStalled 7+ Days
0Open deals not updated in the last weekClosing 7 Days
0Open deals expected to close inside the next weekClosing 30 Days
0Open deals expected to close inside the next 30 daysStage Aging
Open the stalled board directly from the stages that are accumulating idle deals
No open stages are carrying stalled deals right now.
Deal Views
Filter the pipeline, save reusable views, and share the current board state by URL
Visible Deals
0Open Deals
0Overdue
0Saved Views
0Deal Operations
Import, export, and bulk update opportunities on the active board
CSV Import
Map columns into pipeline, stage, ownership, linkage, and custom-field data
Import resolves pipeline and stage by id or name, links existing customers or leads, and uses the current deal close-state governance for won/lost stages.
No CSV Loaded
Choose a CSV file to unlock the column mapper and preview.
Bulk Actions
Reassign, move, close, or delete the selected deals
Use the checkboxes on the active board to build a bulk selection.
Deal Workspace
Open a deal from the board to inspect, edit, or log activity.
Open a deal from the board to view its workspace, edit form, and activity log.