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Platform CRM
The Platform CRM helps EaseLab operators track sales leads, demo requests, and onboarding progress before and after tenant creation. It is separate from the tenant-level CRM used by individual labs.
CRM vs tenant CRM
| Aspect | Platform CRM | Tenant CRM |
|---|---|---|
| Portal | Admin portal | Tenant portal |
| Users | Platform staff | Lab staff |
| API prefix | /admin/crm | /lab/admin/crm |
| Purpose | Acquire and onboard labs | Manage lab's own contacts/leads |
| Permission | platform.crm.manage | crm.manage |
Lead record fields
| Field | Description |
|---|---|
| Lab name | Prospective customer name |
| Contact name | Primary contact person |
| Email / Phone | Contact details |
| City / Address | Location |
| Source | How they found EaseLab (web, referral, event) |
| Status | Pipeline stage |
| Notes | Free-text operator notes |
| Assigned to | Platform admin owner |
| Created / Updated | Timestamps |
Pipeline stages
| Status | Typical action |
|---|---|
| New | Initial inquiry received |
| Contacted | Follow-up call or email sent |
| Demo scheduled | Demo appointment set |
| Demo completed | Evaluated product |
| Negotiation | Pricing discussion |
| Won | Convert to tenant |
| Lost | Closed without conversion |
Converting a lead to tenant
When a lead is won, operators can create a tenant directly from CRM:
- Open lead detail → Convert to tenant.
- Pre-fills lab name, contact email, and slug suggestion.
- Creates tenant record with
PendingSetupstatus. - Run provisioning.
- Assign package or start trial.
API endpoints
| Method | Endpoint | Description |
|---|---|---|
| GET | /admin/crm/leads | List leads (paginated, searchable) |
| GET | /admin/crm/leads/{id} | Lead detail |
| POST | /admin/crm/leads | Create lead |
| PUT | /admin/crm/leads/{id} | Update lead |
| DELETE | /admin/crm/leads/{id} | Soft-delete lead |
Permissions
| Role | Access |
|---|---|
| SuperAdmin / Admin | Full CRM |
| Support | View and update leads, impersonate tenants |
| Billing | No CRM access |
| Viewer | Read-only (if exposed) |
Best practices
- Update lead status after every touchpoint.
- Link converted tenants in notes for traceability.
- Use Source consistently for marketing attribution.
- Review stale Demo scheduled leads weekly.