App — CRM

Contacts, companies, deal pipeline. Built for operators who hate Salesforce.

Field	Value
Status	GA
Owner	@aphaiboon
Sidekick-accessible	Read + write

What it is

A lightweight CRM where the Sidekick is the killer feature. Sidekick knows your contacts, remembers conversations, drafts follow-ups, logs calls. The CRM is the durable record; the Sidekick is the active workflow.

Entities

Entity	Notes
Contact (Person)	A human. Email, phone, role, company, notes, memory entries.
Company	An organisation. Industry, size, status, primary contact.
Deal	A revenue opportunity. Stage, value, close date, owner.
Interaction	Email sent, call logged, meeting held — chronological log per contact.

Person memory (durable)

Per-contact memory is a key differentiator. Sidekick captures and recalls facts like “Daughter named Maya, allergic to peanuts, prefers afternoon calls” without you typing them into a CRM field.

person_memory table holds these facts as embeddings + structured fields. Different from generic Brain memory — scoped to specific people.

Pipeline view

• Kanban — columns per stage, drag deals across
• Table — sortable, filterable
• Forecast — weighted by stage probability

Sidekick integration

Capability	Tool
Create contact	create_contact
Update contact	update_contact
Log interaction	log_interaction
Find company	find_company
Recall person	recall_person (returns memory entries)
Update person memory	update_person_memory
Draft follow-up	draft_followup (often combined with Comms send_message)

@person context tag: attach a contact to a chat — Sidekick gets recent interactions + memory.

Data model

Table	Purpose
contacts	Person rows
companies	Company rows
deals	Deal pipeline
interactions	Log of touches
person_memory	Per-contact memory entries

All org-scoped per Repository Pattern.

Imports

Supports CSV import via the upload flow. Composio integration with Apollo / HubSpot / Salesforce for one-time imports (planned).

Analytics events

• contact_created
• interaction_logged
• deal_stage_changed
• deal_closed_won / deal_closed_lost

Related

• App — Sidekick — @person context, primary writer of interactions
• App — Brain — sibling memory system (Brain is workspace knowledge, CRM is person knowledge)
• App — Comms — sends follow-ups, threads link back to contacts
• App — Accounting — Customer ↔ Invoice linkage
• App — Calendar — meetings logged as interactions
• GTM → Sales — sales motion that uses the CRM