StudioElf CRM — RC1 Feature Overview

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StudioElf CRM — RC1 Feature Overview

First release candidate. Try the live demo and send feedback.

https://crm.studio-elf.net/

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Contacts & Companies

Feature	Description
Contact Management	Full CRUD with first/last name, email, phone, title, company, status, source, owner assignment
Company Management	Full CRUD with name, domain, industry, size, status, owner assignment
Contact Status Tracking	Lead → Active → Inactive → Churned pipeline with visual badges and status bar colors
Bulk Operations	Select multiple contacts for bulk status change, tag assignment, owner reassignment, export, delete
Duplicate Detection	Scans for duplicate contacts by email, phone, name, or fuzzy matching. Merge master + duplicates
Import from CSV	Column mapping, preview, header detection, auto-company creation, duplicate skip
Export	Bulk export contacts as CSV with selectable columns

Deals & Pipeline

Feature	Description
Pipeline Management	Kanban-style deal pipeline with drag-and-drop between stages
Pipeline Stages	Prospecting → Qualification → Proposal → Negotiation → Closed Won/Lost
Deal Tracking	Amount, currency, probability, expected close date, contact/company links, notes
Deal Risk Analysis	Exchange rate change warnings when deal currency rate shifts
Pipeline Summary	Dashboard pipeline value, weighted value, win rate, deals by stage bar chart

Tasks

Feature	Description
Task Management	Full CRUD with title, priority, status, due date, contact/company links
Task Board	Kanban board view with drag-and-drop between status columns
Task List	Sortable table view with My Records / All filter, pagination
Priority Levels	Low, Medium, High, Critical with color-coded badges

Communication Timeline

Feature	Description
Communication Log	Log emails, phone calls, meetings, notes per contact
Timeline View	Activity heatmap (GitHub-style contribution graph) + chronological activity feed
File Attachments	Upload and attach files to contacts
Send Email	Compose and send emails via configured SMTP with template support

Geography & Mapping

Feature	Description
Address Management	Multi-address per entity (Business, Home, Billing, Shipping, etc.)
Address Validation	Nominatim geocoding search — type an address, auto-populate fields
Leaflet Maps	Interactive OpenStreetMap preview on all geocoded addresses
Company Location	Primary address map shown on company details

Notes & Journal

Feature	Description
Note Journal	Append-only markdown notes with authorship tracking
Collapsible History	Latest note expanded, older entries collapsible
Rich Markdown	Full Markdig pipeline: tables, code blocks, images, emoji

Tags

Feature	Description
Tag Management	Create, edit, delete tags with 11 color options
Tag Assignment	Tag contacts, companies, deals, tasks
AI Tag Suggestions	AI generates relevant tags from entity data, auto-creates new ones
Tag Filtering	Filter contacts by assigned tags

AI Features

Feature	Description
AI Summary	Generate relationship summary using knowledge graph context
AI Draft Reply	Generate email draft replies from contact context
AI Tag Suggestions	Smart tag generation based on entity data
Extensible AI	OpenAI-compatible API (Groq, OpenAI, etc.) — plug any provider

Exchange Rates & Multi-Currency

Feature	Description
Multi-Currency Support	Base currency conversion for pipeline reporting
Auto-Fetch Rates	Daily scheduled job fetches latest exchange rates
Historical Charts	Trend lines with SMA overlay, min/max markers, multi-currency comparison
Rate Change Warnings	Alerts when deal currency rate shifts significantly

Webhooks

Feature	Description
Webhook Subscriptions	Create webhooks for entity CRUD events
Custom Payload Templates	JSON/XML/Form/Text template with Monaco editor + {{Token}} autocomplete
Token Autocomplete	Field selection with Generate Template button
Delivery Logs	View delivery history, status, attempts per webhook
Export/Import	Bulk export/import webhook configurations

Email Templates

Feature	Description
Template Management	Create/edit HTML email templates with Monaco editor
Token System	{{Contact.FirstName}}, {{ModuleUrl}} etc. with autocomplete
Seed Defaults	Auto-generate templates from registered extensions
Export/Import	Bulk export/import template configurations

Address Book (Multi-Entity)

Feature	Description
Address Validation	Nominatim geocoding with structured address parsing
Address Types	10 standard types (Business, Home, Billing, Shipping, etc.) with free-text option
Per-Entity Addresses	Link addresses to Contacts, Companies, Deals, Tasks
Map Preview	Leaflet.js inline map for each geocoded address

GDPR & Privacy

Feature	Description
Privacy Consents	Marketing, communication, tracking, third-party consent toggles per contact
Audit Trail	Consent changes logged to communication timeline
Data Anonymization	GDPR erasure — anonymize personal data while preserving structural records
Data Export	Export all contact data in structured format

User Management & Roles

Feature	Description
Role-Based Access	Manager (full), Operator (view-all, edit-own), External (limited)
Ownership Model	Records assigned to owners, operators edit only own, managers edit all
My Records Filter	Filter all lists to show only your assigned records
User Settings	Per-user preferences: page size, theme, dictation toggle
Audit Logging	All CRUD operations logged with user, timestamp, changes

Dashboard & Reporting

Feature	Description
KPI Cards	Total contacts, active, leads, pending tasks — clickable navigation
My Overview	Personal stats with bar/pie/doughnut chart
Pipeline Summary	Pipeline value, weighted value, win rate, deal count
Activity Heatmap	GitHub-style yearly activity visualization
Recent Activity	Latest communications feed with channel icons
Contacts by Status	Distribution bar chart with percentage breakdown
Quick Report Generator	Entity-based reporting with filters, sorting, CSV export

UI & Theme

Feature	Description
Dark Mode	Full dark theme with auto/light/dark toggle
Monaco Editor	Rich code editing with @mention, #entity, {{token}} autocomplete
Responsive Design	Mobile-ready with touch-friendly controls
Icon System	Bootstrap Icons throughout, icon-only button mode
Localization	Full resx-based localization ready for translation

Extensions SDK

Feature	Description
ICrmExtension Interface	Register custom tabs, dashboard widgets, nav items
Contact Tabs	Extensions add tabs to contact detail view
Dashboard Widgets	Extensions add widgets to dashboard
Scaffolding	Built-in extension scaffold generator

Demo Mode

Feature	Description
One-Click Demo	Seed sample data with realistic companies, contacts, deals
Persona Login	Manager / Operator / External demo accounts with pre-assigned data
Write Blocking	Demo mode blocks all writes — safe for walkthroughs
Pre-Seeded Exchange Rates	Latest FX rates fetched on setup

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Try the Demo

The live demo is available at the URL provided by your host.

Demo accounts (password: Demo_123!):

Persona	Username	Role
🛡️ Manager	demo.manager	Full access — see everything, try all features (writes blocked in demo)
👤 Operator	demo.operator	View all records, edit your own
👁️ External	demo.external	Limited view — only your assigned data

RC1 — June 2026 — Built on Oqtane 10 / .NET 10 / Blazor