Lead sources, open pipeline, overdue tasks, stale deals, today’s agenda, and recent activity without rebuilding reports first.
Capture interest, assign ownership, track first response, and convert qualified leads into accounts, contacts, and opportunities — with a focused lead workspace and side-by-side detail panel.
Send from inside a record, threaded inbox view, inbound webhook ingestion, open and click tracking pixels, and tracking-link rewriting. The full email loop without leaving the CRM.
A bottom-right phone panel with dial pad, inbound and outbound states, call timer, mute, hold, hang up, and call disposition logging via Twilio.
A unified call and email feed across an account, contact, or lead. Stop hunting through two systems to reconstruct what was said.
Every call, email, task, comment, and status change on a record in one chronological feed. Walk into any conversation with full context.
People-centric and company-centric views with many-to-many account relationships — primary flag, role, dates — not just one account per contact. Person accounts and partner accounts both supported.
Stage-based selling with amounts, close dates, next steps, and stale-deal visibility. Drag-and-drop pipeline kanban with per-column counts and totals for manager reviews.
Customer issues and service requests tied to accounts so post-sale work starts with context. Dedicated case console workspace.
Work follow-ups three ways: list, calendar, or boards. Tasks and meetings stay linked to the CRM record they belong to.
Tabular, summary, and matrix reports with filters, grouping, charts, date presets, and CSV export. Reports work over standard objects and deployed custom objects.
Builder-driven custom dashboards composed of report-backed widgets, plus a curated metrics home for daily standups.
Submit, recall, approve, and reject across multi-step approval processes with locking, queues, and final or step-level actions when discounts and quotes need formal sign-off.
Find any record across accounts, contacts, leads, opportunities, and cases from one search bar. Results ranked by relevance with quick-navigate to the record you need.
In-app and email alerts for assignments, approvals, mentions, and automation events. Stay current without polling your inbox.
Knowledge-base style records with draft and published states, linked to cases. Reuse known fixes instead of re-solving the same support ticket.
Build structured proposals with line items, totals, tax, and discount from a product catalog tied to your accounts and opportunities. Status flows draft → in review → approved → presented → accepted.
Trello-style kanban project boards for ad-hoc and cross-functional work, parallel to the opportunity pipeline. Members, columns, tasks, and per-task activity.
Per-record uploads to S3-compatible storage, scoped per organization, surfaced as a related component on record pages. Contracts, screenshots, and call notes live with the record.
Per-record threaded comments with a privacy flag for sensitive notes. Discuss the deal where the deal lives, not in a separate chat thread.
Add custom fields across 15 types — text, number, currency, date, picklist, multi-picklist, lookup, formula — with required, default, help text, and validation. Configure page layouts and record types per object.
Org and object-scoped rules with And, Or, Not plus comparison, null, and inclusion operators. Evaluated at create or update so bad data is caught before it lands in a report.
Compose record pages from built-in components — record header, field form, related list, activity timeline, comments, attachments, approval actions, email thread, data table, metric cards, rich text, web link, quick action bar, and checklists.
Build tailored workspace apps with their own navigation items, pages, default landing, and per-app record layouts — same org, different experience for sales, support, and ops.
Stage-based processes with required fields, guidance, success criteria, per-stage layouts, checklists, and stage-scoped quick actions. Reps see a path bar across the top of the record.
Multiple record types per object with distinct page layouts and picklist values. One Account object, separate workflows for customers and partners.
Admin-published one-click record actions, available globally and per-stage. Compress repeated work into shortcuts your team uses every day.
Define multi-step processes per object with entry conditions, approver types (user, role, manager, queue), unanimous flags, lock-on-submit, recall permissions, and final or step-level actions.
No-code automation engine with And/Or/Not conditions and actions: update field, create record, send email, send notification, and call webhook. Keep common follow-up steps from being manual.
Saved filters, columns, sort, inline cell editing, bulk delete, bulk owner change, and bulk field updates. Scope to org or mine, set defaults, and pin views your team uses every day.
Object permissions and field permissions stored per profile, attached to a user’s organization membership. Sales sees pipeline, support sees cases, finance sees quotes — you decide.
SMTP2GO API key, from name and address, inbound address, signature, and open and click tracking toggles. Wire up sending and tracking once, then forget it.
Reusable templates with categories and merge fields. Reps follow up consistently without turning the first rollout into a deliverability project.
Twilio account SID, auth token, phone number, and routing strategy — round robin, least recent, or skills based. The CTI panel and call logging follow automatically.
Filterable activity log with action, object, user, and date range; per-entry view of old and new values, IP address, and user agent. Settle “who changed that?” debates with evidence.
Invite teammates by email, manage pending invitations, assign roles and profiles, and run multiple organizations from one user account if needed.
Tasks and events surface in the in-app calendar today. Two-way sync with Google Calendar and Microsoft 365 is on the roadmap.
CSV export from any list view or report run for offline analysis or migration. Mapped CSV import is partially shipped via the API; the polished file-upload and field-mapping UI is queued.
isolated-vm with org-scoped SDK access, per-org concurrency caps, and per-execution memory and wall-clock limits, so cross-tenant access is impossible by construction.
Tenant-authored JavaScript that runs on BEFORE_* and AFTER_* record events. BEFORE_* fail closed; AFTER_* run async. Sandboxed in V8 isolates with governor limits.
Reusable server-side modules callable as sdk.modules.<name>() from triggers, jobs, and endpoints. Org-scoped resolution keeps tenants isolated.
Tenant-defined HTTP routes mounted at /api/{orgSlug}/*. Org slug is derived from the org name; access stays membership-bound.
Cron jobs in per-org BullMQ queues (tenant-jobs:{orgId}). A misbehaving job can only saturate its own queue — never another tenant’s.
Author component bundles in-browser with an SFC compiler; served per-org from a stable bundle URL. Drop them onto record pages from the page builder via the custom-component host.
Define objects with API name, plural label, name field, owner support, and custom fields including lookup and master-detail. On deploy, RidgeCRM creates a real Postgres table with FK indexes — reportable, queryable, and first-class to the API.
Org-scoped API with JWT bearer auth covering CRM CRUD, approvals, attachments, list views, reports (run and export), email send and tracking, telephony, custom objects, and platform triggers.
Automation rules can call external URLs on record events alongside update field, create record, send email, and send notification actions — integrate RidgeCRM into your existing stack over HTTP.
In-app hub at /app/setup/platform/developer with at-a-glance counts of triggers, classes, endpoints, jobs, and components, plus a recent-runs panel pulled from the per-org execution log.
Every isolate run is recorded with surface (trigger, class, endpoint, job), reference id, success flag, error message, and duration. Surfaced in the developer console and queryable from the platform.
Embed contact forms on external sites and post to /api/contact-submissions. CORS open, no auth required, submissions stored for admin review inside RidgeCRM.
Start with a CRM Workflow Audit. We will map your intake, pipeline, partner cadences, handoffs, dashboards, and monthly improvement needs before recommending a rollout.
Managed CRM for growing B2B service businesses.