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LaraCopilot ships with a lightweight CRM that lives inside the same platform as your calls and messages. Contacts are scoped to a tenant, so each organisation on your platform has its own isolated contact book. Because the CRM shares the same data layer as CDRs and SMS messages, you can cross-reference communication history against contact records without leaving the admin portal.

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Contact Fields

Each contact record stores the following information:
phone is required when creating a contact because it is the primary key used to match inbound callers and outbound SMS recipients to CRM records.

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Tenant Isolation

Every contact is associated with exactly one tenant via tenant_id. Contacts created under one tenant are never visible to another tenant’s admin users. When you access the CRM index, the platform loads contacts along with their tenant relationship so you always have context about which organisation owns each record.

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Accessing the CRM in the Admin Portal

1

Open the CRM section

Log in to the admin panel and navigate to CRM → Contacts. The index page lists all contacts for the tenants you manage, with a search bar that filters by full_name, company, or phone.
2

Create a new contact

Click New Contact. Select the target tenant_id from the dropdown, then fill in full_name, phone, and status. The company, email, and notes fields are optional.
3

Edit or remove a contact

Click Edit on any contact row to update its fields. To remove a contact, click Delete — this action is immediate and cannot be undone.

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Practical Use Case: Identifying a Caller in Real Time

When an inbound call arrives, your IVR or agent application can look up the caller_number from the CDR against the phone field in CRM contacts for the relevant tenant. Matching a caller to a CrmContact lets you:
  • Pre-populate agent screens with the caller’s full_name, company, and notes before the call is answered.
  • Check status to route known leads to a sales queue and existing customers to support.
  • Append call outcome notes back to the contact’s notes field after the call ends.
Keep status values consistent across your tenant (for example: lead, prospect, customer, churned) so you can filter and segment contacts reliably for outbound campaigns.