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Action items model and Filament resource for tracking tasks and follow-ups.
AI-powered suggestions page with enhanced CRM reasoning for lead qualification, project discovery, and next-best-action recommendations.
Admin dashboard monitoring scheduled tasks, Google account status, and job queue activity across tenants.
AutomationRun model tracking execution history, duration, and status of all scheduled commands.
Outlook-style focused/other classification for contacts and companies based on actual business activity and communication history.
Full CRM with leads, companies, contacts, projects, quotes, sales orders, invoices, and payments management.
Dedicated dashboards for Production, Inventory, Shipping, and Quality departments.
AI-powered document extraction using Gemini for analyzing architectural plans, PDFs, and project documents.
Improved email display converting HTML emails to readable plain text with proper line breaks and paragraph structure.
Admin review system for blocked emails with full content preservation, Gmail fetch, release, and confirm block actions.
Threaded email view in the activity timeline grouping related emails with collapsible earlier messages.
Estimate model with line items supporting both internal and external estimator workflows.
Searchable file explorer with table and grid views for browsing all file references across the system.
Polymorphic file reference system linking Google Drive files across all business objects.
Batch migration of Gmail attachments to Google Cloud Storage for unified file management.
Gmail integration for automatic lead import, email sync, and activity timeline with communication history.
GCS as primary file storage with migration command for moving files from Google Drive to cloud storage.
Google Voice integration for syncing voicemails and call records into the CRM.
In-browser PDF and image viewing with preview modals instead of forced downloads.
Inventory system with locations, items, coils, transactions, and purchase orders for material tracking.
Visual lead pipeline with Kanban board and stage management including qualification fee and estimating phases.
Meeting transcript model with webhook ingestion and AI-powered processing for summaries and action items.
LLM routing system supporting Gemini, OpenAI, Anthropic, and Ollama with cost tracking and tenant configuration.
Automatic contact resolution, cross-mailbox deduplication, and scheduled relinking and classification for incoming emails.
Production management with orders, bills of materials, work stations, and Kanban board for shop floor tracking.
Quality management with inspections, non-conformance reports, QA checklists, and Kanban board.
Configurable privacy rules to block, redact, or flag sensitive emails containing HR, financial, legal, or personal content.
Shipping management with shipments and shipment items for outbound logistics tracking.
External vendor portal panel for partner collaboration and access.
QuickBooks-style graphical workflow overview on the main dashboard and department home pages.