CRMcy Docs

Customers

Companies and their contacts — the core entity of the sales pipeline.

Last updated 2026-05-05

Customers in CRMcy are organizations (companies). Each customer has one or more contacts (humans), zero or more billing addresses, and ties into invoices, estimates, projects, tickets, and subscriptions. The list view at Sales → Customers supports server-side filtering by tag, group, owner, country, and active status; saved views persist per user. Bulk actions — change owner, apply tag, soft-delete — operate on the selected rows.

You can store custom fields per customer (see Customization → Custom fields) and attach files (PDF, images, docs) which are scanned by ClamAV before becoming downloadable.

Related endpoints

  • GET /api/tenant/customers — paginated list with filter query.
  • POST /api/tenant/customers — create.
  • GET /api/tenant/customers/:id — detail with contacts + addresses.
  • PATCH /api/tenant/customers/:id — update.
  • DELETE /api/tenant/customers/:id — soft-delete (sets deleted_at).
  • POST /api/tenant/customers/:id/contacts — add a contact.

See the source at apps/web/src/app/(tenant)/customers and apps/api/src/customers.