Features
Everything BillBoy does
The full feature set, module by module — as generated from the apicrm schema.
CRM
A contact-centred CRM: everything you know about a person or company, and every interaction with them, in one record your whole team can work from.
Contacts & companies
Lead, Prospect, Client or Partner; company link, position, addresses, language, marketing consent, website and notes.
Activities
Calls, meetings, emails, tasks and notes with date, duration, state, follow-up date and multiple participants.
Sources & pipeline
Track where leads come from; last-activity timestamps and assigned owner keep the list honest.
Team sharing
Records belong to an owner and a group; share a contact with more groups when needed.
Search & bulk actions
Multi-criteria search on every list, bulk update of owner/source/state, CSV export.
HubSpot import
Pull contacts, companies and activities from HubSpot, keeping the HubSpot IDs for reference.
Quotes, invoices & payments
A product catalogue feeds quotes; quotes become invoices; invoices collect payments and send their own reminders.
Product catalogue
Prices, descriptions, inclusions/exclusions and per-product detail questions that print on the document.
Quotes
Lines, details, terms and notes. States: Draft, Sent, Accepted, Rejected, Expired, Invoiced.
Invoices & payments
One-click conversion from a quote; partial and full payments; Unpaid / Partial / Paid / Cancelled.
Invoice reminders
Scheduled reminder emails with Queued / Sent / Skipped history on every invoice.
Bilingual PDFs
Custom renderers produce EN or FR quote and invoice PDFs, stored in the contact’s Drive folder.
Email with tracking
Send documents by Gmail from a template; opens and clicks are recorded as events.
Bookkeeping
Enough accounting to keep a small business straight, and a sync to hand the rest to your accountant’s QuickBooks.
Expenses
Supplier, date, category, bank account, lines and taxes; receipts attached with thumbnails.
AI receipt scanning
Photo or PDF in, structured expense out — supplier auto-created, GST/QST split, every AI call logged.
Taxes
Define any number of taxes and rates (GST, QST, HST, VAT…) and apply them per line.
Bank accounts & categories
Named to match your QuickBooks chart of accounts so the sync maps them automatically.
QuickBooks Online sync
OAuth connection, backfill, per-record sync links, error rows you can retry, payments pulled every 15 min.
Finance summary
Revenue, collected, outstanding, AR aging and what’s left to bill — also available to Claude.
Google Workspace
One service account with domain-wide delegation acts on behalf of each user, so Google stays the source of truth for events, files and mail.
Calendar sync
Two-way sync with sync tokens; events link to contacts and activities; conflict states are visible.
Drive folders
Company / Contact folder tree created on demand; upload from the CRM; browse and share links.
Gmail send & tracking
Send as the user through Gmail, thread replies, record opens, clicks and bounces per message.
Email templates
Reusable subject/body templates in EN and FR with variables.
AI, API & integrations
Everything in the UI is reachable programmatically — by your scripts, the mobile app, or Claude.
MCP server for Claude
OAuth with dynamic client registration; crm_* tools plus custom tools (find, create quote/invoice, record payment, scan receipt, my day…).
REST API
JWT bearer auth, /api/v1/<Table> for every entity, filter/order/select/pagination, uniform envelope, API log.
Realtime
Optional WebSocket sidecar: lists refresh live when a table changes, no polling.
Mobile app
Expo-based iOS/Android app with push notifications registered per device.
Job queue
Database-backed queue drained by cron for Google, QuickBooks and email work; retry failed, cancel pending.
Class hooks
Custom logic in wrapper classes with before/after hooks — never in generated code.
Platform & security
Built on ApiGoat: a schema-driven PHP runtime that has been in production for over fifteen years.
Users & groups
Linux-style rights (all / owner / group) per module, root users, expiry, deactivation, language.
Audit & API logs
Every login attempt (IP, result) and every API call is logged and searchable.
Route-level RBAC
Public/private routes and per-group permissions stored in the database.
i18n
UI messages in EN and FR; documents and templates per language.
Schema-driven
HJSON → build regenerates UI, API, MCP tools and docs. Behaviors are parameters, not code.
Self-hosted
PHP 8.1+, MySQL/MariaDB, Apache or nginx. Your infrastructure, your backups, your data.