Lead capture
POST /api/leads with a key per form creates or updates the person and the company, can open a deal and a follow-up task, and records the opt-in when the person gave one.
Everything it does today
A CRM for a small company, written down in full. If it isn’t on this page, it isn’t built.
Records
Companies, people and deals, each deal for one product. Products can belong to projects, your commercial brands, run by your legal companies.
- A timeline per record, with its emails, calls, meetings, notes and changes
- Tasks as next steps
- Custom fields on companies, people and deals
- Saved views, filters and bulk actions
- CSV import
Pipelines
A board for all deals and one per project, with stages shared across the workspace. Drag a deal along, or change its stage from its page.
- Each column shows its count and its total
- Deals stuck for 14 days are flagged
- So are deals with no next step
- Weighted value from each stage’s probability
Quotes
From a deal to a quote the customer accepts online. It stops short of contracts, invoices and payment links on purpose.
- Lines with a quantity, a price, a tax rate and an optional discount
- Exact integer sums, with tax worked out once per rate
- Numbers per workspace, with the year in front if you ask
- A link that needs no account, and a PDF
- Accepting records the typed name, the date, the IP address and the browser, and moves the deal to Won
- A sent quote keeps what it was sent with
Reports
Over a period, for all deals or one project.
- Deals won, lost and open
- Weighted value
- A stage-to-stage funnel
- Channels and activity
Workspaces
One per company on an install, each with its own records, stages, products, mailboxes and lead keys. One account can belong to several and switch from the sidebar.
- Row-level security enabled and forced on every business table
- Owners and admins invite by address, as admin or member
- An invitation is good for 14 days and for that address only
- Removal ends access at the next request
The real app, on made-up data.
And the rest
Mailbox sync
Connected Gmail and Google Calendar accounts are read every hour, and emails and meetings with people already in Soldlyne land on their timelines. Read access only.
Partners
Who referred which deal, and the commission owed once it is won.
Assistants
An MCP server at /api/mcp, reached through OAuth, with 23 tools. A member’s connection covers all their workspaces, and everything an assistant does is recorded as done by MCP.
Rules it keeps
What Soldlyne won’t do, whoever asks.
- 01
It never sends prospecting email
Its Google access is read only. Its one mail provider carries only its own mail: to members, and the link to a quote a member chose to send.
- 02
What isn’t a contact stays out
The sync creates nobody from an inbox. Newsletters, notifications and colleagues never reach a timeline.
- 03
Access stays a person’s decision
No assistant tool invites, removes or changes members, since what’s written in records can carry instructions.
- 04
A quote’s answer is its customer’s
No tool or screen accepts a quote for them. A member can record a no they were told, never a yes.
- 05
What people write is data
Notes, emails and form messages reach an assistant as text from third parties, never as instructions.
- 06
No legal advice
Seller details and terms are the workspace’s own text. Soldlyne doesn’t check them, picks no tax rate, and doesn’t say what a quote must contain anywhere.
Limits worth knowing
- The app’s screens are in English.
- Deal amounts are in euros; a quote has its own currency.
- The quote PDF’s font covers Western European characters; other letters show as a question mark, with a line saying so, and the customer’s page shows them in full.
- There’s no screen yet to see or cancel an assistant’s connection: access ends when a member leaves a workspace or loses their account, and a token lasts an hour unless refreshed.