AgileCRM

AgileCRM

AgileCRM is a CRM with sales, marketing, and support. Contacts and companies are core; deals use milestones; tickets handle support.

Data Model

• Contacts are leads/customers. Notes and documents are contact-scoped — need contact_id from listing contacts.
• Companies are organizations. List to discover and link to contacts.
• Deals are opportunities with milestone_id linking to pipeline stages. Milestones define stages; deals reference them.
• Campaigns are marketing sends. Tasks and events are activities.
• Tickets are support cases. Ticket filters define saved views.
• Hierarchy: Contact ID required for notes and documents. Get from list contacts first.

Gotchas

• contact_id required: Notes and documents are contact-scoped. List contacts to obtain IDs.
• Milestone vs deal: Milestones are pipeline stages; deals reference milestone_id. Different entities.
• Pagination: List endpoints support limit and offset for large datasets.