CRM primitives
The customer-relationship stack — profile, deal pipeline, touch-point timeline, lead and health scoring, segment tagging, note capture, next-action prompts, and a quote-to-cash funnel. Realistic Mufflermen data only; no real CRM wired.
CRM primitives is a reusable Oak Flats Muffler Men UI primitive with documented states, accessibility expectations, theme behavior, and implementation evidence.
CRM primitives: The customer-relationship stack — profile, deal pipeline, touch-point timeline, lead and health scoring, segment tagging, note capture, next-action prompts, and a quote-to-cash funnel. Realistic Mufflermen data only; no real CRM wired.
Customer card
Full customer profile — avatar, contact, suburb, lifetime value, status, last contact, actions.
Contact mini card
Compact contact card with avatar, name, role, primary channel chip.
Deal stage card
Single deal — name, customer, value, expected close, probability, color-coded stage.
Pipeline kanban
Five-column deal pipeline with per-stage counts and totals, selectable columns.
Activity row
Activity log entry with verb chip, duration, timestamp, inline-expand transcript.
Lead score chip
0-100 score with gradient tone and breakdown popover (engagement / fit / intent / recency).
Deal value chip
Currency value with period (one-off / monthly / annual) and likelihood multiplier.
Stage probability bar
Horizontal 0-100% bar with tick markers at typical stage probabilities.
Touch-point timeline
Vertical touch log — call, email, SMS, in-person, DM, quote, invoice, payment.
Account health meter
Circular health score with tone shift and four contributing factor tiles.
Segment chip
Customer segment chip — Fleet / Performance / DIY / Trade / Retail.
Note composer
Note textarea with @mentions, tag input, pin toggle, save with toast.
Next action card
Suggested next action with urgency chip and snooze options (1h / 1d / 1w).
Quote-to-cash funnel
Lead → Qualified → Quoted → Approved → Invoiced → Paid with count, value, drop-off.
Full CRM workspace
Customer + health meter + touch points + pipeline + composer + next action + score row.