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CRM Module Documentation
EnterpriseEnterprise module
CRM is part of the HedHog Enterprise offering and requires a commercial license. Only the Core module is Open Source. Request a quote →
The CRM module is a full-featured Customer Relationship Management package built on top of Core. It manages persons — both individuals and companies — through every stage of a sales relationship: contact details, interactions, follow-ups, activities, lifecycle stages, and conversion into commercial proposals and contracts.
Each submodule below has its own controller, service, and module file under libraries/crm/src. Unlike Core, every CRM submodule is unconditionally imported by CrmModule — there is no optional or discoverable wiring to track.
Submodules
5
HTTP endpoints
59
MCP tools
51
persons
Manages people and companies in the CRM — contacts, accounts, interactions, follow-ups, activities, lifecycle stages and CSV import.
proposals
Commercial proposal and contract lifecycle — draft, submit for approval, approve/reject/cancel, convert to contract, and generate PDF documents.
contact-types
Catalog of person contact type codes (e.g. phone, email, WhatsApp) with localized names, used to classify contact entries on person records.
document-types
Catalog of person document type codes (e.g. CPF, CNPJ, passport) with country association and uniqueness rules, used to classify document entries on person records.
relation-types
Catalog of person-to-person relation type codes (e.g. spouse, partner, parent), used to define relationship edges between person records.