Customer Relationship Management mode for board

The Deck app is excellent, and in fact it has so many features that it is extremely close to being useful as a fairly advanced Customer Relationship Management (CRM) program for businesses. This would have huge enterprise value. I am proposing that boards in the Deck app could have a CRM mode which adds certain features.

How would Deck be used as a CRM?

Each list would represent a sales stage, and each card will become a sales opportunity. As opportunities progress, they get moved along the sales pipeline, just like in Kanban.

See Odoo for another open source example of a CRM, you will find tutorial videos for such a CRM like this that show the functionality.

What features are missing to be a CRM?

At a minimum, each sales stage should have a defined probability of success, and each opportunity a potential value. Then one can add logic to produce a value of the sales pipeline by multiplying all the opportunity values by the probabilities for each stage and summing them up for all stages.

Later other functionality could be added, e.g.

• notes associated with stages to give instructions for what each stage represents and when you can move to the next stage
• clients database (where clients can be companies, organisations or individuals) attached to sales opportunities (cards), and clients linked to contacts from the contacts app
• importing emails from the mail app to opportunities notes
• reminders to follow up client interactions

Describe alternatives you've considered
Forking the Deck app to create a new CRM app, but it seems too daunting.

The issue does not name files, tests, or implementation entry points. Start by reviewing how Deck boards, lists, and cards are represented and rendered, then clarify the CRM scope and acceptance criteria before work begins; the proposal currently covers multiple future integrations and does not define a complete done state.