Pipelinq

Lightweight CRM for Nextcloud — client management, lead pipelines, and request intake

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Pipelinq brings CRM capabilities natively into Nextcloud. Track clients and organizations, manage leads through visual kanban pipelines, capture service requests before they become formal cases, and log every interaction — without leaving your Nextcloud workspace.

It pairs naturally with Procest to form a complete intake-to-resolution workflow: Pipelinq handles the customer-facing side, Procest handles the internal case processing.

Requires: OpenRegister — all data is stored as OpenRegister objects (no own database tables).

Screenshots

Dashboard	Lead Pipeline	Clients

Features

Client Management

• Persons & Organizations — Full CRUD with contact details, notes, and complete interaction history
• Contact Persons — Link individuals to organizations with roles (sales manager, project lead, etc.)
• Duplicate Detection — Automatic warnings when creating clients with matching names or email addresses
• Nextcloud Contacts Sync — Two-way sync with the native Contacts app via CardDAV

Lead Pipeline

• Visual Kanban Board — Drag-and-drop leads through configurable pipeline stages
• Pipeline Configuration — Define custom stages, assign monetary values, set close probabilities
• Lead Detail — Full history, notes, associated client, assigned owner, and stage transitions

Request Intake

• Verzoeken — Capture incoming service requests before they're handed to formal case management
• Request-to-Case Bridge — Hand off requests directly to Procest when ready
• Status Tracking — Follow requests through intake statuses with activity timeline

Work Management

• My Work Queue — Personal dashboard showing all assigned leads, requests, and follow-ups
• Activity Feed — Real-time updates on assignments, stage changes, new notes, and interactions
• Contact Moments — Log calls, emails, visits, and other client interactions with timestamps

Integrations

• Unified Search — Deep links for clients, leads, and requests in Nextcloud's global search
• Activity Stream — Nextcloud activity integration for assignments and status changes
• Notifications — Native Nextcloud notifications for new assignments and important updates

Architecture

graph TD
    A[Vue 2 Frontend] -->|REST API| B[OpenRegister API]
    B --> C[(PostgreSQL JSON store)]
    A <-->|CardDAV| D[Nextcloud Contacts]
    A --> E[Nextcloud Activity]
    A --> F[Nextcloud Search]
    B --> G[Procest — case handoff]

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Data Model

Object	Description	Schema.org	VNG Mapping
Client	Person or organization	Person / Organization	Partij
Contact Person	Individual linked to a client	Person + worksFor	Contactpersoon
Lead	Sales opportunity	Offer	—
Request	Service intake / inquiry	Demand	Verzoek
Contact Moment	Logged interaction	CommunicateAction	Contactmoment
Pipeline	Workflow stage definition	ItemList	—

Data standard: Schema.org + vCard (RFC 6350) with VNG Klantinteracties API compatibility.

Directory Structure

pipelinq/
├── appinfo/           # Nextcloud app manifest, routes, navigation
├── lib/               # PHP backend — controllers, services, activity, notifications
├── src/               # Vue 2 frontend — components, Pinia stores, views
│   ├── components/    # Reusable UI components
│   ├── store/         # Pinia stores per entity (clients, leads, requests…)
│   └── views/         # Route-level views
├── docs/
│   ├── FEATURES.md    # Full feature specification
│   ├── ARCHITECTURE.md
│   └── features/      # Per-feature documentation
├── img/               # App icons and screenshots
├── l10n/              # Translations (en, nl)
└── docusaurus/        # Product documentation site (pipelinq.app)

Requirements

Dependency	Version
Nextcloud	28 – 33
PHP	8.1+
OpenRegister	latest

Installation

From the Nextcloud App Store

1. Go to Apps in your Nextcloud instance
2. Search for Pipelinq
3. Click Download and enable

OpenRegister must be installed first. Install OpenRegister →

From Source

cd /var/www/html/custom_apps
git clone https://github.com/ConductionNL/pipelinq.git
cd pipelinq
npm install
npm run build
php occ app:enable pipelinq

Development

Start the environment

docker compose -f openregister/docker-compose.yml up -d

Frontend development

cd pipelinq
npm install
npm run dev        # Watch mode
npm run build      # Production build

Code quality

# PHP
composer phpcs          # Check coding standards
composer cs:fix         # Auto-fix issues
composer phpmd          # Mess detection
composer phpmetrics     # HTML metrics report

# Frontend
npm run lint            # ESLint
npm run stylelint       # CSS linting

Tech Stack

Layer	Technology
Frontend	Vue 2.7, Pinia, @nextcloud/vue
Build	Webpack 5, @nextcloud/webpack-vue-config
Backend	PHP 8.1+, Nextcloud App Framework
Data	OpenRegister (PostgreSQL JSON objects)
UX	@conduction/nextcloud-vue, vue-draggable
Quality	PHPCS, PHPMD, phpmetrics, ESLint, Stylelint

Documentation

Full documentation is available at pipelinq.app

Page	Description
Features	Complete feature specification
Architecture	Technical architecture and design decisions
Development	Developer setup and contribution guide

Standards & Compliance

• Data standard: Schema.org + vCard (RFC 6350)
• Dutch interoperability: VNG Klantinteracties, VNG Verzoeken API
• Accessibility: WCAG AA (Dutch government requirement)
• Authorization: RBAC via OpenRegister
• Audit trail: Full change history on all objects
• Localization: English and Dutch

Related Apps

• Procest — Case management; receives requests handed off from Pipelinq
• OpenRegister — Object storage layer (required dependency)
• OpenCatalogi — Application catalogue

License

AGPL-3.0-or-later

Authors

Built by Conduction — open-source software for Dutch government and public sector organizations.