B2B CRM System

Real-World Scenario

You’re building a B2B CRM (Customer Relationship Management) system for sales teams. Each company (team) needs to:

Track leads and opportunities through a sales pipeline
Manage customer relationships
Log interactions (calls, emails, meetings)
Forecast revenue
Collaborate on deals with team members
Generate sales reports

The Business Model

SaaS CRM Platform:

Each company subscribes and gets their own workspace
Sales teams can invite colleagues
All customer data is isolated per team
Subscription pricing based on # of users or features
Integration with email and calendar

Database Structure

1. Customers Table

php artisan make:migration create_customers_table

Schema::create('customers', function (Blueprint $table) {
    $table->id();
    $table->foreignId('team_id')->constrained()->cascadeOnDelete();
    $table->string('company_name');
    $table->string('contact_name');
    $table->string('email')->nullable();
    $table->string('phone')->nullable();
    $table->string('website')->nullable();
    $table->enum('industry', ['technology', 'finance', 'healthcare', 'retail', 'manufacturing', 'other'])->nullable();
    $table->enum('company_size', ['1-10', '11-50', '51-200', '201-500', '500+'])->nullable();
    $table->text('address')->nullable();
    $table->enum('status', ['lead', 'prospect', 'customer', 'churned'])->default('lead');
    $table->decimal('lifetime_value', 10, 2)->default(0);
    $table->timestamps();
    $table->softDeletes();

    $table->index(['team_id', 'status']);
    $table->index(['team_id', 'company_name']);
});

2. Deals Table

Track sales opportunities and pipeline:

php artisan make:migration create_deals_table

Schema::create('deals', function (Blueprint $table) {
    $table->id();
    $table->foreignId('team_id')->constrained()->cascadeOnDelete();
    $table->foreignId('customer_id')->constrained()->cascadeOnDelete();
    $table->foreignId('assigned_to')->nullable()->constrained('users')->nullOnDelete();
    $table->string('title');
    $table->text('description')->nullable();
    $table->decimal('value', 10, 2);
    $table->enum('stage', [
        'lead',
        'qualified',
        'proposal',
        'negotiation',
        'won',
        'lost'
    ])->default('lead');
    $table->integer('probability')->default(10); // 0-100%
    $table->date('expected_close_date')->nullable();
    $table->date('closed_at')->nullable();
    $table->text('lost_reason')->nullable();
    $table->timestamps();

    $table->index(['team_id', 'stage']);
    $table->index(['team_id', 'assigned_to']);
    $table->index('expected_close_date');
});

3. Interactions Table

Log all customer touchpoints:

Schema::create('interactions', function (Blueprint $table) {
    $table->id();
    $table->foreignId('team_id')->constrained()->cascadeOnDelete();
    $table->foreignId('customer_id')->constrained()->cascadeOnDelete();
    $table->foreignId('deal_id')->nullable()->constrained()->nullOnDelete();
    $table->foreignId('user_id')->constrained(); // Who logged it
    $table->enum('type', ['call', 'email', 'meeting', 'note', 'task']);
    $table->string('subject');
    $table->text('notes')->nullable();
    $table->timestamp('scheduled_at')->nullable();
    $table->timestamp('completed_at')->nullable();
    $table->enum('outcome', ['positive', 'neutral', 'negative'])->nullable();
    $table->timestamps();

    $table->index(['team_id', 'customer_id']);
    $table->index(['team_id', 'type']);
    $table->index('scheduled_at');
});

4. Revenue Table

Track actual revenue from customers:

Schema::create('revenue', function (Blueprint $table) {
    $table->id();
    $table->foreignId('team_id')->constrained()->cascadeOnDelete();
    $table->foreignId('customer_id')->constrained()->cascadeOnDelete();
    $table->foreignId('deal_id')->nullable()->constrained()->nullOnDelete();
    $table->decimal('amount', 10, 2);
    $table->date('revenue_date');
    $table->enum('type', ['monthly_recurring', 'one_time', 'annual']);
    $table->text('description')->nullable();
    $table->timestamps();

    $table->index(['team_id', 'revenue_date']);
    $table->index(['team_id', 'customer_id']);
});

Complete Model Implementations

Customer Model

<?php

namespace App\Models;

use Filament\Facades\Filament;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Database\Eloquent\SoftDeletes;

class Customer extends Model
{
    use SoftDeletes;

    protected $fillable = [
        'team_id',
        'company_name',
        'contact_name',
        'email',
        'phone',
        'website',
        'industry',
        'company_size',
        'address',
        'status',
        'lifetime_value',
    ];

    protected $casts = [
        'lifetime_value' => 'decimal:2',
    ];

    protected static function booted(): void
    {
        static::addGlobalScope('team', function (Builder $builder) {
            if (Filament::getTenant()) {
                $builder->where('team_id', Filament::getTenant()->id);
            }
        });

        static::creating(function (Customer $customer) {
            if (!$customer->team_id && Filament::getTenant()) {
                $customer->team_id = Filament::getTenant()->id;
            }
        });
    }

    // Relationships
    public function deals(): HasMany
    {
        return $this->hasMany(Deal::class);
    }

    public function interactions(): HasMany
    {
        return $this->hasMany(Interaction::class);
    }

    public function revenue(): HasMany
    {
        return $this->hasMany(Revenue::class);
    }

    // Business Logic
    public function activeDeals(): HasMany
    {
        return $this->deals()->whereNotIn('stage', ['won', 'lost']);
    }

    public function wonDeals(): HasMany
    {
        return $this->deals()->where('stage', 'won');
    }

    public function getTotalDealsValueAttribute(): float
    {
        return $this->deals()->sum('value');
    }

    public function getPipelineValueAttribute(): float
    {
        return $this->activeDeals()->sum('value');
    }

    public function getLastInteractionAttribute(): ?Interaction
    {
        return $this->interactions()->latest()->first();
    }

    public function getDaysSinceLastContactAttribute(): ?int
    {
        $lastInteraction = $this->lastInteraction;
        return $lastInteraction ? now()->diffInDays($lastInteraction->created_at) : null;
    }

    public function needsFollowUp(): bool
    {
        $daysSince = $this->days_since_last_contact;
        return $daysSince === null || $daysSince > 14; // 2 weeks
    }
}

Deal Model with Pipeline Logic

<?php

namespace App\Models;

use Filament\Facades\Filament;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Database\Eloquent\Relations\BelongsTo;
use Illuminate\Database\Eloquent\Relations\HasMany;

class Deal extends Model
{
    protected $fillable = [
        'team_id',
        'customer_id',
        'assigned_to',
        'title',
        'description',
        'value',
        'stage',
        'probability',
        'expected_close_date',
        'closed_at',
        'lost_reason',
    ];

    protected $casts = [
        'value' => 'decimal:2',
        'probability' => 'integer',
        'expected_close_date' => 'date',
        'closed_at' => 'date',
    ];

    protected static function booted(): void
    {
        static::addGlobalScope('team', function (Builder $builder) {
            if (Filament::getTenant()) {
                $builder->where('team_id', Filament::getTenant()->id);
            }
        });

        static::creating(function (Deal $deal) {
            if (!$deal->team_id && Filament::getTenant()) {
                $deal->team_id = Filament::getTenant()->id;
            }
        });

        // Auto-update probability based on stage
        static::creating(function (Deal $deal) {
            $deal->probability = self::getDefaultProbability($deal->stage);
        });

        // Mark as closed when won/lost
        static::updating(function (Deal $deal) {
            if ($deal->isDirty('stage') && in_array($deal->stage, ['won', 'lost'])) {
                $deal->closed_at = now();
            }
        });
    }

    // Relationships
    public function customer(): BelongsTo
    {
        return $this->belongsTo(Customer::class);
    }

    public function assignedTo(): BelongsTo
    {
        return $this->belongsTo(User::class, 'assigned_to');
    }

    public function interactions(): HasMany
    {
        return $this->hasMany(Interaction::class);
    }

    // Business Logic
    public static function getDefaultProbability(string $stage): int
    {
        return match($stage) {
            'lead' => 10,
            'qualified' => 25,
            'proposal' => 50,
            'negotiation' => 75,
            'won' => 100,
            'lost' => 0,
        };
    }

    public function getExpectedValueAttribute(): float
    {
        return $this->value * ($this->probability / 100);
    }

    public function getStageColorAttribute(): string
    {
        return match($this->stage) {
            'won' => 'success',
            'lost' => 'danger',
            'negotiation' => 'warning',
            'proposal' => 'info',
            'qualified' => 'primary',
            default => 'secondary',
        };
    }

    public function markAsWon(): void
    {
        $this->update([
            'stage' => 'won',
            'probability' => 100,
            'closed_at' => now(),
        ]);

        // Update customer lifetime value
        $this->customer->increment('lifetime_value', $this->value);
    }

    public function markAsLost(string $reason): void
    {
        $this->update([
            'stage' => 'lost',
            'probability' => 0,
            'closed_at' => now(),
            'lost_reason' => $reason,
        ]);
    }

    public function isOverdue(): bool
    {
        return $this->expected_close_date &&
               $this->expected_close_date->isPast() &&
               !in_array($this->stage, ['won', 'lost']);
    }
}

Filament Resources

Deal Resource with Kanban View

<?php

namespace App\Filament\App\Resources;

use App\Models\Deal;
use Filament\Forms;
use Filament\Resources\Resource;
use Filament\Tables;
use Filament\Tables\Table;

class DealResource extends Resource
{
    protected static ?string $model = Deal::class;
    protected static ?string $navigationIcon = 'heroicon-o-currency-dollar';
    protected static ?string $navigationLabel = 'Deals';

    public static function form(Forms\Form $form): Forms\Form
    {
        return $form
            ->schema([
                Forms\Components\Section::make('Deal Information')
                    ->schema([
                        Forms\Components\Select::make('customer_id')
                            ->relationship('customer', 'company_name')
                            ->required()
                            ->searchable()
                            ->preload()
                            ->createOptionForm([
                                Forms\Components\TextInput::make('company_name')->required(),
                                Forms\Components\TextInput::make('contact_name')->required(),
                                Forms\Components\TextInput::make('email')->email(),
                            ]),

                        Forms\Components\TextInput::make('title')
                            ->required()
                            ->maxLength(255)
                            ->placeholder('Q4 Enterprise License'),

                        Forms\Components\Textarea::make('description')
                            ->rows(3),

                        Forms\Components\TextInput::make('value')
                            ->numeric()
                            ->prefix('$')
                            ->required(),
                    ]),

                Forms\Components\Section::make('Sales Process')
                    ->schema([
                        Forms\Components\Select::make('stage')
                            ->options([
                                'lead' => 'Lead',
                                'qualified' => 'Qualified',
                                'proposal' => 'Proposal Sent',
                                'negotiation' => 'Negotiation',
                                'won' => 'Won',
                                'lost' => 'Lost',
                            ])
                            ->required()
                            ->live()
                            ->afterStateUpdated(fn ($state, Forms\Set $set) =>
                                $set('probability', Deal::getDefaultProbability($state))
                            ),

                        Forms\Components\TextInput::make('probability')
                            ->numeric()
                            ->suffix('%')
                            ->minValue(0)
                            ->maxValue(100)
                            ->required(),

                        Forms\Components\Select::make('assigned_to')
                            ->relationship('assignedTo', 'name')
                            ->searchable()
                            ->preload(),

                        Forms\Components\DatePicker::make('expected_close_date')
                            ->native(false),
                    ])
                    ->columns(2),
            ]);
    }

    public static function table(Table $table): Table
    {
        return $table
            ->columns([
                Tables\Columns\TextColumn::make('title')
                    ->searchable()
                    ->sortable()
                    ->weight('bold'),

                Tables\Columns\TextColumn::make('customer.company_name')
                    ->searchable()
                    ->sortable(),

                Tables\Columns\TextColumn::make('value')
                    ->money('USD')
                    ->sortable(),

                Tables\Columns\TextColumn::make('expected_value')
                    ->label('Expected')
                    ->money('USD')
                    ->sortable(query: function ($query, $direction) {
                        return $query->orderByRaw('value * (probability / 100) ' . $direction);
                    })
                    ->description(fn (Deal $record) => $record->probability . '%'),

                Tables\Columns\BadgeColumn::make('stage')
                    ->colors([
                        'secondary' => 'lead',
                        'primary' => 'qualified',
                        'info' => 'proposal',
                        'warning' => 'negotiation',
                        'success' => 'won',
                        'danger' => 'lost',
                    ]),

                Tables\Columns\TextColumn::make('expected_close_date')
                    ->date('M d, Y')
                    ->sortable()
                    ->color(fn (Deal $record) => $record->isOverdue() ? 'danger' : null),

                Tables\Columns\TextColumn::make('assignedTo.name')
                    ->label('Owner'),
            ])
            ->filters([
                Tables\Filters\SelectFilter::make('stage')
                    ->multiple()
                    ->options([
                        'lead' => 'Lead',
                        'qualified' => 'Qualified',
                        'proposal' => 'Proposal',
                        'negotiation' => 'Negotiation',
                        'won' => 'Won',
                        'lost' => 'Lost',
                    ]),

                Tables\Filters\SelectFilter::make('assigned_to')
                    ->relationship('assignedTo', 'name')
                    ->label('Deal Owner'),
            ])
            ->actions([
                Tables\Actions\EditAction::make(),

                Tables\Actions\Action::make('won')
                    ->icon('heroicon-o-check-circle')
                    ->color('success')
                    ->requiresConfirmation()
                    ->visible(fn (Deal $record) => !in_array($record->stage, ['won', 'lost']))
                    ->action(fn (Deal $record) => $record->markAsWon()),

                Tables\Actions\Action::make('lost')
                    ->icon('heroicon-o-x-circle')
                    ->color('danger')
                    ->requiresConfirmation()
                    ->form([
                        Forms\Components\Textarea::make('reason')
                            ->label('Loss Reason')
                            ->required(),
                    ])
                    ->visible(fn (Deal $record) => !in_array($record->stage, ['won', 'lost']))
                    ->action(fn (Deal $record, array $data) =>
                        $record->markAsLost($data['reason'])
                    ),
            ])
            ->defaultSort('expected_close_date', 'asc');
    }
}

Customer Resource

<?php

namespace App\Filament\App\Resources;

use App\Models\Customer;
use Filament\Resources\Resource;
use Filament\Tables;
use Filament\Tables\Table;

class CustomerResource extends Resource
{
    protected static ?string $model = Customer::class;
    protected static ?string $navigationIcon = 'heroicon-o-building-office';

    public static function table(Table $table): Table
    {
        return $table
            ->columns([
                Tables\Columns\TextColumn::make('company_name')
                    ->searchable()
                    ->sortable()
                    ->weight('bold'),

                Tables\Columns\TextColumn::make('contact_name')
                    ->searchable(),

                Tables\Columns\BadgeColumn::make('status')
                    ->colors([
                        'secondary' => 'lead',
                        'primary' => 'prospect',
                        'success' => 'customer',
                        'danger' => 'churned',
                    ]),

                Tables\Columns\TextColumn::make('pipeline_value')
                    ->label('Pipeline')
                    ->money('USD')
                    ->description(fn (Customer $record) =>
                        $record->activeDeals()->count() . ' active deals'
                    ),

                Tables\Columns\TextColumn::make('lifetime_value')
                    ->label('LTV')
                    ->money('USD')
                    ->sortable(),

                Tables\Columns\IconColumn::make('needs_follow_up')
                    ->label('Follow-up')
                    ->boolean()
                    ->trueIcon('heroicon-o-exclamation-triangle')
                    ->falseIcon('heroicon-o-check-circle')
                    ->trueColor('warning')
                    ->falseColor('success')
                    ->description(fn (Customer $record) =>
                        $record->days_since_last_contact ?
                        $record->days_since_last_contact . ' days ago' :
                        'No contact'
                    ),
            ])
            ->filters([
                Tables\Filters\SelectFilter::make('status')
                    ->multiple()
                    ->options([
                        'lead' => 'Lead',
                        'prospect' => 'Prospect',
                        'customer' => 'Customer',
                        'churned' => 'Churned',
                    ]),

                Tables\Filters\TernaryFilter::make('needs_follow_up')
                    ->label('Needs Follow-up')
                    ->queries(
                        true: fn ($query) => $query->whereDoesntHave('interactions')
                            ->orWhereHas('interactions', function ($q) {
                                $q->latest()->take(1)->where('created_at', '<', now()->subDays(14));
                            }),
                    ),
            ])
            ->actions([
                Tables\Actions\ViewAction::make(),
                Tables\Actions\EditAction::make(),
            ]);
    }
}

Dashboard Widgets

<?php

namespace App\Filament\App\Widgets;

use App\Models\Deal;
use Filament\Widgets\StatsOverviewWidget as BaseWidget;
use Filament\Widgets\StatsOverviewWidget\Stat;

class SalesPipelineWidget extends BaseWidget
{
    protected function getStats(): array
    {
        $totalPipeline = Deal::whereNotIn('stage', ['won', 'lost'])->sum('value');
        $expectedRevenue = Deal::whereNotIn('stage', ['won', 'lost'])
            ->get()
            ->sum('expected_value');

        $wonThisMonth = Deal::where('stage', 'won')
            ->whereMonth('closed_at', now()->month)
            ->sum('value');

        $dealsClosing = Deal::whereNotIn('stage', ['won', 'lost'])
            ->where('expected_close_date', '<=', now()->addDays(30))
            ->count();

        return [
            Stat::make('Total Pipeline', '$' . number_format($totalPipeline, 2))
                ->description("Expected: $" . number_format($expectedRevenue, 2))
                ->descriptionIcon('heroicon-o-currency-dollar')
                ->color('primary'),

            Stat::make('Won This Month', '$' . number_format($wonThisMonth, 2))
                ->description('Closed deals')
                ->descriptionIcon('heroicon-o-trophy')
                ->color('success')
                ->chart([2000, 3000, 2500, 4000, 5500, 6000, $wonThisMonth]),

            Stat::make('Closing Soon', $dealsClosing)
                ->description('Next 30 days')
                ->descriptionIcon('heroicon-o-calendar')
                ->color('warning'),
        ];
    }
}

Why This Example is Production-Ready

Real Sales Methodology

✅ Proper sales pipeline stages
✅ Probability-based forecasting
✅ Expected vs actual value tracking
✅ Deal ownership and assignment
✅ Loss reason tracking

Complete CRM Features

✅ Customer lifecycle management
✅ Interaction logging
✅ Follow-up reminders
✅ Revenue tracking
✅ Lifetime value calculation

Business Intelligence

✅ Pipeline value calculations
✅ Expected revenue forecasting
✅ Won/Lost tracking
✅ Performance metrics
✅ Activity monitoring

User Experience

✅ Kanban board for deals (optional view)
✅ Quick win/loss actions
✅ Visual status indicators
✅ Smart filtering
✅ Mobile-friendly

Data Integrity

✅ Soft deletes for customers
✅ Proper foreign key relationships
✅ Automatic calculations
✅ State management (won/lost)
✅ Historical data preservation

This CRM example demonstrates how to build a sophisticated, real-world application with Larafast Multi-Tenancy!

Get Started

Database

Configuration

Team Management

Team Invitations

Custom Domains

Pricing & Subscriptions

Settings

Tenant Resources

Examples

Real-World Scenario

The Business Model

Database Structure

1. Customers Table

2. Deals Table

3. Interactions Table

4. Revenue Table

Complete Model Implementations

Customer Model

Deal Model with Pipeline Logic

Filament Resources

Deal Resource with Kanban View

Customer Resource

Dashboard Widgets

Sales Pipeline Widget

Why This Example is Production-Ready

Real Sales Methodology

Complete CRM Features

Business Intelligence

User Experience

Data Integrity

​Real-World Scenario

​The Business Model

​Database Structure

​1. Customers Table

​2. Deals Table

​3. Interactions Table

​4. Revenue Table

​Complete Model Implementations

​Customer Model

​Deal Model with Pipeline Logic

​Filament Resources

​Deal Resource with Kanban View

​Customer Resource

​Dashboard Widgets

​Sales Pipeline Widget

​Why This Example is Production-Ready

​Real Sales Methodology

​Complete CRM Features

​Business Intelligence

​User Experience

​Data Integrity

Real-World Scenario

The Business Model

Database Structure

1. Customers Table

2. Deals Table

3. Interactions Table

4. Revenue Table

Complete Model Implementations

Customer Model

Deal Model with Pipeline Logic

Filament Resources

Deal Resource with Kanban View

Customer Resource

Dashboard Widgets

Sales Pipeline Widget

Why This Example is Production-Ready

Real Sales Methodology

Complete CRM Features

Business Intelligence

User Experience

Data Integrity