shubhamjain000/crm

How shubhamjain000/crm works

Unstop CRM is a sales, cadence, and customer-success platform. The documented workflow moves leads through deal pipelines, schedules cadence follow-ups as tasks, and exposes activity and completion metrics in BI; Zia can also act on CRM work. The repository contains both a Next.js/Prisma application and a substantial Django backend. The README documents product capabilities, while source-index references and excerpts establish only selected internal calls; unsampled subsystem links are omitted.

Main entry points: detail-routes.ts CRM API routes · tasks/models.py CSM cadence · db.ts Prisma database · deals/models.py Deals and pipelines

Components 20

Identity and tenancy

Session management src/lib/auth/session.ts
Tenant resolution src/lib/auth/tenant.ts
Audit logging src/lib/auth/audit.ts

CRM and pipelines

CRM API routes src/lib/crm/detail-routes.ts
Tenant CRM handler src/lib/crm/handler.ts
Accounts, contacts, leads backend/accounts/models.py
Deals and pipelines backend/deals/models.py
Pipeline stages backend/deals/models_pipeline.py
Custom fields src/lib/crm/custom-fields.ts

Cadence and productivity

CSM cadence backend/tasks/models.py

AI and analytics

Cadence and sales BI backend/analytics/services.py
Zia assistant backend/zia_chatbot/services.py

Platform services

Prisma database src/lib/db.ts
Tenant-scoped data backend/api/managers.py
Approvals backend/approvals/models.py
Blueprint execution backend/blueprint/services.py
Validation rules backend/validation_rules/services.py
CRM activity services backend/crm_ux/services.py
Notifications backend/notifications/services.py

Other components

Sales user

Connections 22

Sales user → CRM API routes: manages records
CRM API routes → Session management: authenticates with src/lib/crm/detail-routes.ts
CRM API routes → Tenant resolution: resolves tenant src/lib/crm/detail-routes.ts
CRM API routes → Tenant CRM handler: delegates updates src/lib/crm/detail-routes.ts
CRM API routes → Custom fields: reads and writes src/lib/crm/detail-routes.ts
CRM API routes → Prisma database: queries records src/lib/crm/detail-routes.ts
Session management → Prisma database: reads sessions src/lib/auth/session.ts
Tenant resolution → Prisma database: reads membership src/lib/auth/tenant.ts
Audit logging → Prisma database: writes audit src/lib/auth/audit.ts
Sales user → Accounts, contacts, leads: tracks prospects
Sales user → Deals and pipelines: manages opportunities
Deals and pipelines → Pipeline stages: uses stages backend/deals/models_pipeline.py
Sales user → CSM cadence: records next steps
CSM cadence → Cadence and sales BI: reports cadence metrics
Sales user → Zia assistant: requests CRM actions
Zia assistant → CSM cadence: sets next steps
CSM cadence → Notifications: creates follow-up tasks
Tenant-scoped data → Tenant-scoped data: scopes queries backend/api/managers.py
CRM activity services → Notifications: fans out alerts backend/feed/signals.py
Approvals → CRM activity services: logs approval activity backend/approvals/signals.py
Deals and pipelines → Blueprint execution: starts execution
Accounts, contacts, leads → Validation rules: validates records backend/validation_rules/signals.py

Drawn by GitDiagram on November 10, 2026 from the repository's file tree, README and source files. Read as Markdown ·