CRM
The CRM page turns customer conversations into a structured sales view. Clark stores leads and deals in local PostgreSQL, shows them in the dashboard, and can also create them from Telegram or Slack.
What You Can Do
| Area | What it does |
|---|---|
| Leads | Create contacts, track status, search, filter, assign a teammate, and add notes. |
| Deals | Create opportunities with value, currency, linked lead, stage, probability, expected close date, assignee, and notes. |
| Pipeline | See deal count, total value, weighted value, active pipeline, closed-won value, and win rate. |
| Chat tools | Ask Clark to create leads/deals, list deals, update deals, or show pipeline stats from Telegram or Slack. |
Leads
Lead statuses are new, contacted, qualified, and lost. Use leads for early opportunities before there is a concrete deal.
Deals
Deal stages are lead, qualified, proposal, negotiation, closed_won, and closed_lost. Probability controls the weighted pipeline: amount × probability / 100.
In the dashboard, use the Deals tab to create a deal, change its stage from the row dropdown, or open Edit to change value, currency, linked lead, probability, expected close date, assignee, and notes. To remove a deal from active work, move it to closed_lost.
Pipeline
Pipeline values are aggregated from all deals in the workspace. Clark does not convert currencies, so use one primary currency for clean reporting.
Chat Examples
Clark, create a lead for Acme, contact Anna anna@example.com
Clark, create a deal for Acme onboarding worth 12000 EUR, probability 60%, close by 2026-06-01
Clark, show deals
Clark, move deal 2f4a91bc to proposal
Clark, update deal 2f4a91bc amount 15000 EUR probability 70%
Clark, show pipeline stats
Clark shows a short deal ID in chat. Use that ID when updating the deal in the same workspace.
External Sync
In Settings → Integrations, CRM can run as Internal Only or Sync with External. Sync mode keeps the internal Clark record and also tries to send leads/deals to configured Bitrix24, AmoCRM, or 1C connections. External sync is non-blocking.