RD Station CRM

RD Station CRM

RD Station CRM is a sales CRM for pipeline management, contact tracking, and deal execution.

Data Model

• Contacts — people with emails, phones, organization links, and custom fields.
• Organizations — companies with address, owner, and custom fields.
• Deals — pipeline opportunities; create with status: ongoing, move stages via stage_id.
• Pipelines / stages — list pipelines first, then stages per pipeline, before creating deals.
• Tasks — follow-ups with due dates, owners, and optional deal_id.
• Products — catalog items with base price and recurrence.
• Notes — text notes nested under deals (deals/{id}/notes).
• Reference data — sources, campaigns, users, custom field definitions, lost reasons, segments.

Query Patterns

• List endpoints paginate with page[number] and page[size].
• Filter with RDQL via filter (e.g. name:Acme, name~partial).
• Sort with sort[field]=asc|desc.
• Writes wrap payloads in { "data": { ... } }; updates use PUT on /{collection}/{id}.

Workflow Hints

• Before creating a deal: list pipelines → list stages → pick stage_id.
• Link contacts to deals via contact_ids on deal create/update.
• Custom field slugs come from the custom fields list endpoint.