Contacts and deal pipelines

Full-stackReleased · PreviewDependent

Add contacts and deal pipelines to your React app.

BTST adds contacts, companies, activity timelines, and Kanban-backed deal pipelines inside your React app while you control access and follow-up delivery.

Best for

Teams building a sales workspace or customer-management workflow into an existing application.

Requires
Kanban plugin; A BTST database adapter
External service boundary
None required
Ownership boundary
You operate the database and authorize customer and deal access. Pipelines reuse Kanban; reminder delivery and recurring jobs remain yours, and Form Builder or AI Chat integrations are optional.
Install CRM with the implementation guideView source (opens in a new tab)
BTST CRM contact list with sample contact records and tag filters.
CRM's contact workspace in a generated Next.js app. All displayed contacts and companies are sample records.

BTST supplies

  • Contact and company records, custom fields, tags, and activity timelines
  • Deal pipelines backed by Kanban boards, columns, and cards
  • Follow-up reminder hooks, Form Builder lead capture, and AI page tools

You supply

  • A database adapter with isolated transaction support and the Kanban plugin
  • Authenticated identities and CRM authorization rules
  • A reminder delivery hook and recurring job when reminders are enabled
  • Form Builder and AI Chat registration when those integrations are used

You own and customize

You operate the database and authorize customer and deal access. Pipelines reuse Kanban; reminder delivery and recurring jobs remain yours, and Form Builder or AI Chat integrations are optional.

Compatibility and dependencies

Maintained integrations
Next.js 15+ App Router · React Router v7 · TanStack Start
Requires
Kanban plugin; A BTST database adapter
External services
None required

From registration to result

The shipped workflow

This is the feature path BTST supplies—not a claim that your app needs no integration work.

  1. Connect the workspace

    Register CRM and Kanban with your database adapter, identities, and authorization rules.

  2. Manage relationships

    Create contacts and companies, add tags and custom fields, and record activity.

  3. Move deals forward

    Track deals through Kanban pipeline stages and connect your follow-up reminder delivery when needed.

Continue your task

Move from evaluation to the right implementation boundary.

Install CRM with the implementation guideInspect the Kanban workflow used by CRM pipelinesConnect Form Builder submissions to CRM lead capture