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CRM Module

Epic, integrated CRM built on ThorAPI models/services. This module composes generated tables and forms into a cohesive customer experience: customers, pipeline, opportunities, campaigns, orders, invoices, products, features, resellers, and marketplace — with Agent Assist.

Key Components

  • CRM Shell: web/typescript/valkyr_labs_com/src/components/CRM/CRMApp.tsx (route: /crm)
  • Customers: @thor/redux/components/table/CustomerTable
  • Pipeline: @thor/redux/components/table/SalesPipelineTable
  • Opportunities: @thor/redux/components/table/OpportunityTable
  • Campaigns: @thor/redux/components/table/CampaignTable
  • Orders & Invoices: @thor/redux/components/table/SalesOrderTable, @thor/redux/components/table/InvoiceTable
  • Products & Features: @thor/redux/components/table/ProductTable, @thor/redux/components/table/ProductFeatureTable
  • Resellers: @thor/redux/components/table/ReferralLinkTable
  • Agent Assist: SageChat embedded in AgentsPage

Usage

  1. Navigate to /crm from the navbar Products menu.
  2. Use the left nav to switch between CRM areas.
  3. All CRUD operations are backed by ThorAPI RTK Query services.

Import Examples

import CustomerTable from '@thor/redux/components/table/CustomerTable';
import { useGetCustomersPagedQuery } from '@thor/redux/services/CustomerService';
import { Customer } from '@thor/model';

Notes

  • Tables and forms are generated; custom pages wrap them for a consistent UX.
  • Agent Assist (MCP-aware) is embedded for research, follow-ups, and campaign ideation.
  • Future: Kanban view for pipeline, campaign journey visualizations, discount designers, 1099 export workflows for consulting partners.