B2B CRM

Product Contract

B2B CRM is a shared account, contact, activity, and opportunity workspace for small sales teams. Use the AirApp as the primary human interface: its Overview combines relationship context, follow-up dates, exact account and stage counts, a stage-based sales pipeline, and Busabase audit identity in one focused view.

Relationship Type describes the account relationship; Stage describes one Deal's sales progress. Keep them separate. The template tracks stated deal amounts in their original USD, EUR, or GBP currency and does not convert currencies or calculate probability-weighted forecasts.

Busabase Resources

Resolve the installed Folder and Bases by ownership metadata, not by workspace-specific ids:

• Root Folder: appId: b2b-crm, resourceKey: app-root.
• Companies Base: resourceKey: companies. One row per organization. Relationship Type is Prospect, Customer, Partner, or Former Customer.
• Contacts Base: resourceKey: contacts. One row per person, linked to a canonical Company record.
• Activities Base: resourceKey: activities. Calls, emails, meetings, and notes linked to a Company and optionally a Contact, with an optional next follow-up date.
• Deals Base: resourceKey: deals. Opportunities linked to a Company and optionally a Primary Contact, with amount, currency, stage, close date, next step, and notes.
• AirApp: resourceKey: b2b-crm. Point users to it for directory browsing, relationship detail, pipeline review, and review-first deal and activity changes.