> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connie.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# CRM Overview
> Contacts, companies, activity timelines, and enrichment — built on a flexible records system you can shape to fit your motion.
## What is the CRM?
Connie's CRM is where every person and account your team interacts with lives. Contacts auto-link to the conversations in your Inbox, enrichment runs in the background, and notes / tasks / reminders sit alongside every record — so you never lose context jumping between tools.
It's deliberately schema-flexible: contacts and companies are just two opinionated views on a generic **records** table system. You can add columns, build new record types, and reshape the CRM without ever leaving the product.
***
## Core objects
People. Tracked by name, email, phone, LinkedIn URL, and any custom fields you add. Auto-deduped on identifiers.
Accounts. Linked to contacts through relations — when you add a contact to a company, the relationship surfaces on both sides.
The generic table system underneath. Contacts and companies are just record types — you can add your own.
**Deals are coming.** The schema reserves a `deal` record type and enrichment workflows already accept it — a first-class deals UI is in flight.
***
## Enrichment
Connie can fill in the blanks on a contact or company automatically.
### LinkedIn enrichment
Give Connie a LinkedIn URL on any contact and it pulls back the full profile — first/last name, current company, job title, location, education, experience, headline, and avatar. Each field maps into a contact column so the data shows up where you'd expect it.
```
POST /api/contacts/enrich-linkedin
```
### Web enrichment
A more general enrichment surface that runs background workflows to gather firmographics, social handles, and contact info. Works on contacts, companies, and (soon) deals.
```
POST /api/crm/enrich
```
Both kinds of enrichment can be triggered ad-hoc, batched across many records at once, or wired into a workflow that runs whenever a contact is created or updated.
***
## Inbox ↔ CRM linkage
Every conversation in the Inbox is matched to a contact in real time — by email, phone, LinkedIn slug, or any other identifier you've stored.
When a message lands from someone you don't have:
* Open the conversation
* Hit **Create contact from conversation**
* Connie pulls the display name, email, phone, and LinkedIn URL straight from the thread and dedupes against existing contacts
The reverse works too — open any contact and you'll see every email, WhatsApp message, and LinkedIn DM you've ever exchanged, ordered chronologically.
***
## Notes, tasks, reminders, activity
Each contact and company has four side panels:
| Panel | What goes there |
| - | - |
| **Notes** | Free-form text you take during or after a conversation. Taggable. |
| **Tasks** | TODO items, assignable to one or many teammates. Surface in your task inbox. |
| **Reminders** | Time-bound nudges — "ping back next Tuesday". Notifications fire when due. |
| **Activity** | Read-only timeline of everything that's happened. |
The **Activity feed** is the most useful surface — it merges three sources into a single reverse-chronological view:
1. Inbox messages from any channel
2. CRM events — property changes, task completions, contact creation
3. AI-driven actions performed by a workflow against this record
No tab switching, no copy-pasting between windows. Open a contact, scroll the timeline, see everything.
***
## Importing contacts
### From a CSV
1. Open **CRM → Contacts**, click **Import**
2. Drag in a CSV (up to a few thousand rows; bigger uploads are chunked)
3. Map columns to contact fields — Connie auto-suggests mappings based on header names (case-insensitive, space-to-underscore tolerant)
4. Confirm — dedupe runs on email / phone / LinkedIn before insert
The upload uses signed URLs directly to storage, so even large files don't hit a server timeout.
### From LinkedIn
Use the Chrome extension to sync your LinkedIn connections — names, headlines, current company, and the LinkedIn URL flow straight into Contacts.
### From a conversation
When you reply to a message from someone new, hit **Create contact** — Connie fills in everything it can extract from the thread.
***
## Records: the layer beneath
Contacts and companies are the two opinionated record types Connie ships. The records API lets you go deeper:
* **Define new record types** with custom column sets
* **Set relations** between records (a contact belongs to a company, a deal belongs to an account)
* **Query** with filters across cells via `POST /records/query`
* **Bulk update** large sets without paying a per-row API cost
If you're building something the contacts/companies UI doesn't quite fit, drop down to records.
***
## Common workflows
### Enrich every new contact automatically
1. Build a workflow with trigger `contact.created`
2. Add an enrichment node — LinkedIn first if a URL is present, web enrichment as fallback
3. Save. Every new contact is enriched within seconds of being added.
### Daily activity digest
1. Build a workflow that runs every morning at 9am
2. Query contacts where last activity ≥ today minus 1 day
3. Format into a markdown summary and post to Slack
### Account-based pipeline
1. Create a custom `crm_account` record type with columns for stage, ARR, owner
2. Relate contacts to the account via a relation column
3. Build views per stage and let the team work each one independently
***
## API reference
Create, list, search, and enrich contacts.
Manage company records and their relations.
The underlying records API — custom types, relations, queries.
Trigger LinkedIn and web enrichment jobs.
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