Sales

Sales CRM Info Box

1. Professional Customer Database
✅ Organized contacts: Separate customers, suppliers, and private contacts
✅ Complete information: Store all relevant contact details in one place
✅ Category-specific data: Custom fields for different contact types
✅ Professional appearance: Demonstrates organized business operations

2. Offline Business Continuity
✅ Works without internet: Access contacts anytime, anywhere
✅ Local-first design: No dependency on cloud connectivity
✅ Auto-sync when online: Changes propagate to cloud automatically
✅ No data loss: Offline changes preserved and synced later

3. Enhanced Customer Relationships
✅ Last contact tracking: Remember when you last communicated
✅ Company association: Link contacts to organizations
✅ Quick communication: One-tap WhatsApp or email
✅ Complete history: Maintain comprehensive customer records

4. Operational Efficiency
✅ Fast search: Find any contact in seconds
✅ Category filtering: Focus on specific contact types
✅ Integrated actions: WhatsApp and email from same interface
✅ Mobile-optimized: Quick access from smartphone

5. Supplier Management
✅ Vendor tracking: Maintain supplier contact database
✅ Website links: Store supplier URLs for easy access
✅ Separate categorization: Distinguish from customers
✅ Order coordination: Quick contact for inventory needs

6. Data Security & Sync
✅ Cloud backup: Contacts backed up to Supabase
✅ User isolation: RLS ensures privacy (user_id filtering)
✅ Conflict prevention: Upsert strategy avoids duplicates
✅ Sync status feedback: User knows when data is synced

7. Integration with Other Modules
Mail Microservice:
Launch email composer with pre-filled contact
Pass contact details via route arguments
Seamless workflow for customer communication
MarCom Microservice:
Contact picker for flyer campaigns
Select recipients from CRM database
Category filtering (customers vs suppliers)