The Agencies CRM is one of the most feature-rich modules in Boottify. Let's go deep.
ARCHITECTURE
The CRM is split across two API namespaces:
- /api/agencies/* — Core CRUD, enrichment, scoring, notes, emails, team management
- /api/crm/* — Analytics, automation rules, webhooks, API keys, audit logging
KEY FEATURES
Pipeline Management
Kanban-style stage management with drag-and-drop. Agencies move through stages with full history tracking. Each stage change logs who, when, and why.
Duplicate Detection
ML-powered duplicate detection scans for matching names, domains, and contact info. Merge operations preserve all notes, emails, and history from both records.
Email Sequences
Automated outreach with follow-up rules. Templates with variable substitution. Send now or schedule. Track opens, clicks, and replies.
Analytics Dashboard
- Campaign performance metrics
- Data quality scores
- Geographic distribution
- Tech stack detection
- Productivity tracking
- Revenue forecasting
Automation Engine
Rule-based automation with triggers (stage change, email reply, score threshold) and actions (send email, update fields, assign team member). Archive rules for compliance.
DATA MODEL
7 database tables power the CRM: agencies, contacts, emails, notes, automation rules, webhooks, and audit log. All with proper indexes and foreign key constraints.
The CRM is accessed from the admin sidebar at /admin/agencies. Full REST API documentation available at /docs/api.
