Administration panel
What each page under Administration does, from AI keys to currencies and invoice settings.
The administration panel lives at /admin. Only users with the admin role can open it; signed-out users go to the sign-in page and everyone else is redirected to the dashboard. /admin opens LLM Keys first.
| Page | Path | Purpose |
|---|---|---|
| LLM Keys | /admin/llm-keys | System-wide AI and scraping keys |
| Users | /admin/users | Invite, activate, change roles, delete. See Users and roles. |
| Services | /admin/services | Resend API key |
| CRM Settings | /admin/crm-settings | Picklist values used across CRM modules |
| Funnel Settings | /admin/funnel-settings | Timing of sales automations |
| Calendar Settings | /admin/calendar-settings | Calendly webhook. See Calendar. |
| Audit Log | /admin/audit-log | All CRM changes, with restore. See Audit log. |
| Currencies | /admin/currencies | Currencies and exchange rates |
| Invoices | /admin/invoices | Company details, number series, tax rates |
| Plugins | /admin/plugins | Install and configure plugins. See Plugins. |
LLM Keys
Manage keys for OpenAI, Anthropic, Firecrawl and Groq. NextCRM looks for a key in this order:
- The environment variable (
OPENAI_API_KEY,ANTHROPIC_API_KEY,FIRECRAWL_API_KEY,GROQ_API_KEY). - The system-wide key saved on this page.
- The user's own key, saved in their profile under LLMs (
/profile?tab=llms).
Each card shows where the active key comes from (environment, system-wide or not configured) and its last four characters. Saved keys are encrypted with EMAIL_ENCRYPTION_KEY.
An environment key wins over a saved one. Empty values and template placeholders (such as sk-placeholder-… from older compose files) do not count as an environment key, so the saved key is used.
Some background jobs read OPENAI_API_KEY directly and never look at saved keys: record embeddings (semantic search, "Find similar") and document enrichment. Set the environment variable if you want those.
Services
Shows the Resend API key from the environment and the one stored in the database, and lets you save a new database key. The environment variable takes priority. Both keys are shown only by their last four characters. The database key is stored encrypted with EMAIL_ENCRYPTION_KEY, like the LLM keys, so that variable must be set before you save one.
CRM Settings
Edit the values offered in CRM forms. Each tab is one list: Industries, Contact Types, Lead Sources, Lead Statuses, Lead Types, Opportunity Types and Sales Stages. You can add, rename and delete values. The seed fills every list with defaults on first start.
Sales stages have an extra Automation trigger field. The available kinds are pre_sale, qualified, purchase_order, delivery and care. Two of them drive background automations:
qualified: entering this stage starts a five-touch follow-up cadence, and the daily kill rule watches deals in it.care: entering this stage schedules post-delivery check-ins.
See Background jobs for when these run.
Funnel Settings
Numbers that control the sales automations:
| Group | Settings |
|---|---|
| Kill rule | Close a deal after N days of client silence |
| Recycle | Recycle targets N days after their sequence ends |
| Follow-up cadence | Touch 1 in business days after the quote; touches 2 to 5 as day offsets |
| Care & renewals | Check-in delay, referral ask delay, quarterly interval, number of quarterly check-ins, how many days ahead to surface renewals |
The follow-up cadence and the care check-ins are scheduled with the values in force when a deal enters the stage. Later changes affect only deals that enter the stage afterwards.
Currencies
- Currencies: add a currency (code, name, symbol), enable or disable it, and pick the default.
- Exchange rates: edit rates by hand, or switch on ECB auto-update. When it is on, a background job fetches the European Central Bank's daily reference rates on weekdays.
Invoices
Three tabs:
- Settings: your company details printed on invoices (name, address, registration and tax IDs, contact data), base currency, default due days, default series, default tax rate, bank details and footer text.
- Series: numbering sequences with prefix and suffix.
- Tax rates: rates offered on invoice lines.
Invoice PDFs are stored in object storage. Sending an invoice by email uses Resend with EMAIL_FROM as sender.