CRM — contacts, pipeline, tasks, automation (admin)

# CRM — contacts, pipeline, tasks, automation (admin) Platform-admin only, at **admin.contexta.uk**, under **CRM**. The CRM tracks leads and customers across the platform — including the leads that Site Check captures (email-gate) and Studio sign-ups. ## Contacts The **Contacts** list is every CRM contact (search/filter). Open a contact for its detail: company, activity history, tasks, and the events that created/updated it. Site Check email-gate captures and paid sign-ups land here as contacts. ## Pipeline (kanban) The **Pipeline** is a kanban board of deals/leads by stage. Drag a card between stages, or open a stage to see its contacts. Use it to see where prospects are in the funnel (free scan → email captured → upgrade → paid). ## Tasks **Tasks** are follow-ups attached to contacts (call, email, check-in). Create, edit, complete, or reassign. The dashboard surfaces tasks due today. ## Automation rules **Automation rules** fire actions on events (e.g. "lead captured → send nurture email", "payment failed → create a recovery task"). Each rule has a trigger event + an action; create/edit/enable/disable them here. Rules run through the platform's automation engine. ## Email templates + log - **Email templates** — reusable email bodies the automation rules and manual sends use. Create/edit them here. - **Email log** — every email the platform sent (template used, recipient, status), with stats. First stop when "did that email go out?" All CRM data work runs through the core CRM/automation/email services; the cockpit is the thin React surface over them.