CRM & Automations

Your data. Your workflows. Your code if you want it.

Build any data model with custom entities. Pipeline any process. Drag-and-drop automations. Backend scripts when you need full control. Wired into pages, checkout, and call center on the same data layer.

Custom Entities

Model anything. Not just contacts.

Most CRMs only let you store "people" and "companies." EF lets you build any entity, affiliates, vendors, properties, courses, students, podcasts, anything, with custom fields.

Field types: text, number, date, select, multi-select, JSON, lookup

Programmable fields with backend JavaScript

Per-entity views, filters, saved searches

Inline editing in list views

Bulk import from CSV with field mapping

Pipelines

Pipeline any process. Not just sales.

Each entity gets its own pipelines. Each pipeline gets its own stages. Drag and drop. Auto-progress on triggers.

Multiple pipelines per entity

Custom stages with WIP limits and SLAs

Auto-progress when conditions met (deal signed, payment received)

Per-stage automations (notify, tag, assign, email)

Stage analytics: conversion rate, avg time in stage

Visual Automations

Drag-and-drop automation builder.

Built on VueFlow. Visual flowchart editor that runs server-side. No more if-this-then-that limitations.

Triggers

Form submit, sale, refund, page view, schedule, webhook, CRM change, more.

Branching

If/else conditions. Multi-path branches. Wait nodes (delay X minutes/days).

Actions

Send email, tag, assign, update CRM, post webhook, run backend script.

Loops

For-each over arrays (orders, leads, line items). Process bulk in one flow.

Error handling

Per-node error branches. Retry logic. Notification on failure.

Analytics

Per-flow run count, success rate, avg duration. Drill into individual runs.

Backend Scripts

For when "no-code" is not enough.

Run real backend JavaScript before the page renders: CRM work, math, transformations, integrations — anything you can express in JS.

Standalone scripts in /scripts/*.js

Inline scripts in pages

CRM helpers: ensureCrmEntity, getCrmEntries, addCrmEntry, etc.

Set page variables from JS for use in templates

AI Backend Scripts, describe what you need, AI writes it

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Make Your Data Work

Stop fighting your CRM.

Custom entities. Visual workflows. Backend scripts. All in one platform.