README

A simple built-in sales pipeline: opportunities, quotes and a product/service catalog, tied to your CRM contacts and accounts.

Part of PatxiAI, an open-source personal AI assistant built on the Laravel AI SDK. This package isn't used standalone — it's installed as an optional Application from the PatxiAI dashboard (or composer require patxiai/app-sales) into an app already running patxiai/patxi-core.

What it does

SalesLead exposes tools to:

• Manage a product/service catalog (sales_search_products, sales_create_product).
• Track opportunities through a fixed pipeline — prospecting, qualified, proposal, negotiation, won, lost (sales_search_opportunities, sales_create_opportunity, sales_update_opportunity).

Every opportunity is tied to a real CRM contact and/or account — this package requires patxiai/app-crm directly and holds real foreign keys into its tables, since a deal with nobody attached isn't useful.

Requirements

Requires patxiai/app-crm and patxiai/patxi-core — see the main PatxiAI repo for installation.