CRM Overview

The Beeving CRM manages contacts, companies, deals and tasks directly from the API.

Concepts

Contact ─────┬──→ Deal (in a pipeline stage)
Company ─────┘      │
                    └──→ Task

Resource	Description
Company	A business entity with contacts and deals.
Deal	A sales opportunity with an amount and close date.
Task	An action linked directly to a contact, deal or company.
DealStage	A pipeline stage such as Prospect, Proposal, Negotiation or Won.

Typical workflow

1. Create a company with POST /crm/companies.
2. Create a contact linked to it with POST /contacts, using the company's workspace-scoped company_id.
3. Create a deal with the contact and company IDs using POST /crm/deals.
4. Create follow-up tasks directly against the contact or deal.
5. Move the deal through the pipeline, then mark it won or lost.