CRM: Customer Management System

Here's a description of the main features:

Customer Table Actions - Create Tasks, Change Statuses, Add Notes

// ...
 
->actions([
    Tables\Actions\ActionGroup::make([
        Tables\Actions\EditAction::make()
            ->hidden(fn($record) => $record->trashed()),
        Tables\Actions\DeleteAction::make(),
        Tables\Actions\RestoreAction::make(),
        Tables\Actions\Action::make('Move to Stage')
            ->hidden(fn($record) => $record->trashed())
            ->icon('heroicon-m-pencil-square')
            ->form([
                Forms\Components\Select::make('pipeline_stage_id')
                    ->label('Status')
                    ->options(PipelineStage::pluck('name', 'id')->toArray())
                    ->default(function (Customer $record) {
                        $currentPosition = $record->pipelineStage->position;
                        return PipelineStage::where('position', '>', $currentPosition)->first()?->id;
                    }),
                Forms\Components\Textarea::make('notes')
                    ->label('Notes')
            ])
            ->action(function (Customer $customer, array $data): void {
                $customer->pipeline_stage_id = $data['pipeline_stage_id'];
                $customer->save();
 
                $customer->pipelineStageLogs()->create([
                    'pipeline_stage_id' => $data['pipeline_stage_id'],
                    'notes' => $data['notes'],
                    'user_id' => auth()->id()
                ]);
 
                Notification::make()
                    ->title('Customer Pipeline Updated')
                    ->success()
                    ->send();
            }),
        Tables\Actions\Action::make('Add Task')
            ->icon('heroicon-s-clipboard-document')
            ->form([
                Forms\Components\RichEditor::make('description')
                    ->required(),
                Forms\Components\Select::make('user_id')
                    ->preload()
                    ->searchable()
                    ->relationship('employee', 'name'),
                Forms\Components\DatePicker::make('due_date')
                    ->native(false),
 
            ])
            ->action(function (Customer $customer, array $data) {
                $customer->tasks()->create($data);
 
                Notification::make()
                    ->title('Task created successfully')
                    ->success()
                    ->send();
            }),
        Tables\Actions\Action::make('Create Quote')
            ->icon('heroicon-m-book-open')
            ->url(function ($record) {
                return CreateQuote::getUrl(['customer_id' => $record->id]);
            })
    ])
])
 
// ...

Custom Table Tabs - Each of our Customers is Filtered by Pipeline Stage

Here's the code...