CRM Block
Enterprise customer relationship management API. Contacts, companies, deals, and activities — all through a simple REST API.
Complete CRM Capabilities
Everything you need to manage customer relationships at any scale
Contact Management
Store and manage unlimited contacts with custom fields, tags, and segmentation for personalized outreach.
- Custom fields & tags
- Smart segmentation
- Duplicate detection
Company Accounts
Link contacts to companies, track organizational hierarchies, and manage B2B relationships at scale.
- Parent-child relationships
- Industry & size tracking
- Account scoring
Deal Pipeline
Visual pipeline management with customizable stages, probability tracking, and revenue forecasting.
- Multiple pipelines
- Win probability
- Revenue forecasting
Activity Tracking
Log calls, emails, meetings, and tasks with automatic activity history and timeline views.
- Calls, emails, meetings
- Timeline history
- Task reminders
Lead Scoring
Automatic lead scoring based on engagement, behavior, and custom criteria to prioritize outreach.
- Behavioral scoring
- Custom scoring rules
- Score decay
Relationship Insights
AI-powered insights on relationship health, engagement patterns, and next-best-action recommendations.
- Health scores
- Engagement analytics
- Next best action
Built for Developers
Clean REST API, comprehensive SDKs, and real-time webhooks
RESTful JSON:API
Standard REST endpoints following JSON:API specification with filtering, sorting, and pagination.
Frontend SDK
TypeScript SDK with full type safety for Angular, React, Vue, and vanilla JavaScript.
Real-time Webhooks
Instant notifications for contact updates, deal changes, and activity events.
Multi-tenant Security
Complete data isolation with role-based access control and audit logging.
// Create a new contact with the CRM Block API
const contact = await crm.contacts.create({
first_name: 'Jane',
last_name: 'Smith',
email: 'jane@company.com',
company_id: 'comp_abc123',
tags: ['enterprise', 'decision-maker'],
custom_fields: {
department: 'Engineering',
budget: 50000
}
});
// Log an activity
await crm.activities.create({
contact_id: contact.id,
type: 'call',
subject: 'Discovery call',
notes: 'Interested in enterprise plan',
duration: 30
});
// Create a deal
const deal = await crm.deals.create({
name: 'Enterprise License',
contact_id: contact.id,
value: 50000,
stage: 'qualified',
probability: 60
});Perfect for Any Business
From startups to enterprises, manage every customer relationship
Sales Teams
Manage prospects, track deals, and close more revenue with a complete view of every customer interaction.
- Pipeline visibility and forecasting
- Lead scoring and prioritization
- Activity tracking and reminders
Customer Success
Monitor account health, track renewals, and proactively manage customer relationships to reduce churn.
- Health scores and risk alerts
- Renewal tracking and automation
- Engagement analytics
Marketplaces
Manage vendor and buyer relationships, track communications, and build trust on your platform.
- Vendor onboarding workflows
- Buyer-seller communication logs
- Trust and reputation scoring
Works with Your Stack
Seamless integration with other 23blocks services and third-party tools
Auth Block
Link contacts to users
Onboarding Block
Customer journeys
Files Block
Document attachments
Forms Block
Lead capture forms
Start Managing Relationships Today
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