Headlessly

Organization, Contact, Lead, Deal, Activity, Pipeline — people, relationships, and revenue pipeline.

Track developers who sign up, startups using the platform, investor conversations, partner deals.

Organization

Companies and organizations — startups, enterprises, partners, vendors.

import { Noun } from 'digital-objects'

export const Organization = Noun('Organization', {
  name: 'string!',
  legalName: 'string',
  slug: 'string##',
  domain: 'string##',
  website: 'string',
  description: 'string',
  logo: 'string',
  type: 'Prospect | Customer | Partner | Vendor | Competitor',
  status: 'Active | Inactive | Churned | Archived',
  tier: 'Enterprise | Business | Startup | SMB',
  source: 'string',
  industry: 'string',
  naicsCode: 'string',
  employeeCount: 'number',
  annualRevenue: 'number',
  foundedYear: 'number',
  address: 'string',
  city: 'string',
  state: 'string',
  country: 'string',
  postalCode: 'string',
  timezone: 'string',
  parent: '-> Organization.subsidiaries',
  subsidiaries: '<- Organization.parent[]',
  contacts: '<- Contact.organization[]',
  deals: '<- Deal.organization[]',
  subscriptions: '<- Subscription.organization[]',
  lifetimeValue: 'number',
  healthScore: 'number',
  npsScore: 'number',
  linkedinUrl: 'string',
  twitterHandle: 'string',
})

Contact

People — developers, founders, VCs, partners.

export const Contact = Noun('Contact', {
  name: 'string!',
  firstName: 'string',
  lastName: 'string',
  email: 'string##',
  phone: 'string',
  mobile: 'string',
  avatar: 'string',
  title: 'string',
  department: 'string',
  organization: '-> Organization.contacts',
  role: 'DecisionMaker | Influencer | Champion | Blocker | User',
  status: 'Active | Inactive | Bounced | Unsubscribed',
  source: 'string',
  leadScore: 'number',
  preferredChannel: 'Email | Phone | SMS | Chat',
  timezone: 'string',
  language: 'string',
  leads: '<- Lead.contact[]',
  activities: '<- Activity.contact[]',
  manager: '-> Contact.reports',
  reports: '<- Contact.manager[]',
  linkedinUrl: 'string',
  twitterHandle: 'string',
  marketingConsent: 'string',
  lastEngagement: 'datetime',
  qualify: 'Qualified',
})

Verb	Event	Description
`qualify`	`Qualified`	Move from Lead to Qualified

Lead

Inbound leads with BANT qualification and campaign attribution.

export const Lead = Noun('Lead', {
  name: 'string!',
  contact: '-> Contact.leads',
  organization: '-> Organization',
  owner: '-> Contact',
  status: 'New | Contacted | Qualified | Converted | Lost',
  source: 'string!',
  sourceDetail: 'string',
  campaign: '-> Campaign.leads',
  score: 'number',
  budget: 'number',
  authority: 'string',
  need: 'string',
  timeline: 'string',
  deal: '-> Deal.leads',
  convertedAt: 'datetime',
  lostReason: 'string',
  lostAt: 'datetime',
  firstTouchAt: 'datetime',
  lastActivityAt: 'datetime',
  convert: 'Converted',
  lose: 'Lost',
})

Verb	Event	Description
`convert`	`Converted`	Convert lead to a deal
`lose`	`Lost`	Mark lead as lost

Deal

Sales opportunities with value, pipeline stage, and close tracking.

export const Deal = Noun('Deal', {
  name: 'string!',
  organization: '-> Organization.deals',
  contact: '-> Contact',
  owner: '-> Contact',
  value: 'number!',
  currency: 'string',
  recurringValue: 'number',
  recurringInterval: 'Monthly | Quarterly | Yearly',
  stage: 'Prospecting | Qualification | Proposal | Negotiation | ClosedWon | ClosedLost',
  probability: 'number',
  expectedCloseDate: 'date',
  actualCloseDate: 'date',
  description: 'string',
  nextStep: 'string',
  competitorNotes: 'string',
  lostReason: 'string',
  wonReason: 'string',
  leads: '<- Lead.deal[]',
  source: 'string',
  campaign: '-> Campaign',
  activities: '<- Activity.deal[]',
  lastActivityAt: 'datetime',
  close: 'Closed',
  win: 'Won',
  lose: 'Lost',
})

Verb	Event	Description
`close`	`Closed`	Close the deal
`win`	`Won`	Mark deal as won
`lose`	`Lost`	Mark deal as lost

Activity

Interactions — calls, emails, meetings, demos, follow-ups.

export const Activity = Noun('Activity', {
  subject: 'string!',
  type: 'Call | Email | Meeting | Task | Note | Demo | FollowUp',
  description: 'string',
  deal: '-> Deal.activities',
  contact: '-> Contact.activities',
  organization: '-> Organization',
  campaign: '-> Campaign',
  assignee: '-> Contact',
  createdBy: '-> Contact',
  dueAt: 'datetime',
  startAt: 'datetime',
  endAt: 'datetime',
  duration: 'number',
  allDay: 'string',
  timezone: 'string',
  status: 'Pending | InProgress | Completed | Cancelled',
  priority: 'Low | Medium | High | Urgent',
  completedAt: 'datetime',
  outcome: 'string',
  recordingUrl: 'string',
  meetingLink: 'string',
  reminderAt: 'datetime',
  complete: 'Completed',
  cancel: 'Cancelled',
})

Verb	Event	Description
`complete`	`Completed`	Mark activity as completed
`cancel`	`Cancelled`	Cancel the activity

Pipeline

Sales pipeline configuration with stages and deal rotting thresholds.

export const Pipeline = Noun('Pipeline', {
  name: 'string!',
  slug: 'string##',
  description: 'string',
  isDefault: 'string',
  stages: 'string',
  dealRotting: 'number',
})

CRM