---
title: "Sales CRM | Tajo"
description: "Manage your complete sales pipeline with Brevo CRM integration for Tajo e-commerce"
url: https://tajo.io/docs/sales-crm/
markdown: https://tajo.io/docs/sales-crm.md
lang: en-US
author: "Set Noa"
author_url: https://tajo.io/set-noa/
---

# Sales CRM

[Set Noa](https://tajo.io/set-noa/)

The Brevo Sales CRM integration gives Tajo users a complete customer relationship management system to track leads, manage deals, and grow revenue alongside your loyalty and marketing programs.

## Overview

Tajo’s CRM integration connects your e-commerce platform with Brevo’s Sales CRM to provide:

- **Unified customer view** combining purchase history, loyalty data, and sales interactions
- **Deal pipeline management** with automated stage progression and revenue forecasting
- **Company management** for B2B relationships and corporate loyalty programs
- **Task and activity tracking** to keep your sales team organized and productive
- **Notes and file management** for complete interaction history

## CRM Modules

### Companies

Manage B2B corporate accounts with enterprise loyalty program integration, multi-location support, and tier-based benefits management.

```http
POST https://api.brevo.com/v3/companies
GET  https://api.brevo.com/v3/companies
PATCH https://api.brevo.com/v3/companies/{id}
```

[View Companies Documentation →](https://tajo.io/docs/sales-crm/companies)

### Deals

Track sales opportunities through your pipeline with automated loyalty point awards, revenue forecasting, and e-commerce order integration.

```http
POST  https://api.brevo.com/v3/crm/deals
GET   https://api.brevo.com/v3/crm/deals
PATCH https://api.brevo.com/v3/crm/deals/{id}
```

[View Deals Documentation →](https://tajo.io/docs/sales-crm/deals)

### Tasks

Create and manage sales activities, follow-ups, and reminders to keep your team on track and ensure no opportunity is missed.

```http
POST https://api.brevo.com/v3/crm/tasks
GET  https://api.brevo.com/v3/crm/tasks
```

[View Tasks Documentation →](https://tajo.io/docs/sales-crm/tasks)

### Notes

Document customer interactions, meeting summaries, and important details associated with contacts, companies, and deals.

```http
POST https://api.brevo.com/v3/crm/notes
GET  https://api.brevo.com/v3/crm/notes
```

[View Notes Documentation →](https://tajo.io/docs/sales-crm/notes)

### Files

Attach proposals, contracts, and documents to CRM records for complete deal documentation.

```http
POST https://api.brevo.com/v3/crm/files
GET  https://api.brevo.com/v3/crm/files
```

[View Files Documentation →](https://tajo.io/docs/sales-crm/files)

## Quick Start

### 1. Set Up Your Pipeline

Configure deal stages that match your sales process:

```javascript
const pipeline = {
  name: 'E-Commerce Enterprise Sales',
  stages: [
    { name: 'Lead', probability: 10 },
    { name: 'Qualified', probability: 25 },
    { name: 'Demo', probability: 40 },
    { name: 'Proposal', probability: 60 },
    { name: 'Negotiation', probability: 80 },
    { name: 'Closed Won', probability: 100 },
    { name: 'Closed Lost', probability: 0 }
  ]
};
```

### 2. Create a Deal

```javascript
const deal = await dealsApi.createDeal({
  name: 'Acme Corp - Enterprise Package',
  attributes: {
    deal_stage: 'Qualified',
    amount: 75000,
    close_date: '2026-06-30',
    pipeline: 'E-Commerce Enterprise Sales',
    deal_owner: 'sarah@tajo.io',
    loyalty_points_bonus: 5000
  }
});
```

### 3. Link to Loyalty Program

Automatically award loyalty points when deals close:

```javascript
async function onDealClosed(dealId) {
  const deal = await dealsApi.getDeal(dealId);

  if (deal.attributes.deal_stage === 'Closed Won') {
    await loyaltyService.awardPoints(
      deal.attributes.contact_id,
      deal.attributes.loyalty_points_bonus,
      { reason: 'Deal closure bonus', dealId }
    );
  }
}
```

## Authentication

All CRM API requests require your Brevo API key:

```http
api-key: YOUR_API_KEY
```

Include this header in every request. You can find your API key in the Brevo dashboard under **Settings → SMTP & API → API Keys**.

## Next Steps

- **[Companies](https://tajo.io/docs/sales-crm/companies)** - Set up corporate accounts
- **[Deals](https://tajo.io/docs/sales-crm/deals)** - Manage your sales pipeline
- **[Tasks](https://tajo.io/docs/sales-crm/tasks)** - Track sales activities
- **[Notes](https://tajo.io/docs/sales-crm/notes)** - Document customer interactions
- **[Files](https://tajo.io/docs/sales-crm/files)** - Manage deal attachments