Instance · CRM
CRM Overview
Last updated 1 November 2026
Everything the CRM holds: contacts, companies, activities, attachments, fields, webhooks and its API.
The Insites CRM is where you keep the people and companies you deal with, and the work you do with them. It holds contacts, companies, their addresses and custom fields, plus tasks, activities, attachments and an event stream. Other modules, such as Ecommerce, Events and Pipelines, link their records to CRM contacts and companies.
What is in the CRM
| Area | What it holds |
|---|---|
| Contacts | People, with their details and history |
| Companies | Organizations, linked to their contacts |
| Activities | Calls, meetings and notes against a record |
| Attachments | Files added to a contact or company |
| Custom fields | Your own fields on contacts and companies |
| System fields | The options in CRM dropdowns, such as lead source and industry |
| Webhooks | Addresses told when a contact or company is created or updated |
| Related data | Records from other modules linked to a contact |
Using the CRM from code
The CRM has a REST API at /crm/api/v2/. Send the raw instance API key in the Authorization header, with no Bearer prefix. Each instance documents the full API at /admin/api. See CRM API.
curl -H 'Authorization: instance_YOUR_KEY' 'https://your-instance/crm/api/v2/contacts?page=1&per_page=10'A list call needs page and per_page. The event stream lists what happened on the instance and accepts new events, but has no update or delete: it only grows.
Common mistakes
- Building your own contacts table. Use the CRM, so you keep its screens, its API and its links to other modules.
- Sending the API key with
Bearerin front. The request is refused. - Expecting a webhook on delete or archive. The CRM sends them only on create and update.