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CRM feature index

Browse module-level feature pages for this product.

Product context

Module-backed feature inventory with linked continuity routes and implementation evidence.

Source module catalog and implementation references are used to keep feature scope visible and auditable.

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Feature pages

All feature pages for CRM (7 routes).

Intake and Qualification

Initial CRM intake proto contracts scaffolded (crm.intake.v1).

Outcomes

  • Faster response from intake to qualified opportunity.
  • Cleaner commercial handoff into pipeline workflows.
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Conversion and Provisioning

Closed-won fan-out into operational products via explicit domain events and reference linking.

Outcomes

  • Reduced lag from deal close to operations-ready records.
  • Fewer conversion handoff errors between teams.
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Accounts & Contacts

Commercial account and contact lifecycle with B2B segmentation and ownership.

Outcomes

  • Initial CRM account proto contract scaffolded (crm.accounts.v1) with explicit external_refs for cross-product navigation references.
  • Initial CRM relational schema added for crm_accounts and crm_contacts with organization scoping and SQLC model generation.
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Opportunity Lifecycle

Stage-based progression for logistics B2B sales motions, lane-native qualification, and conversion control points.

Outcomes

  • Initial CRM relational schema added for crm_opportunities and crm_assignment_rules (conditions_json included from migration 000001).
  • Opportunity board endpoints added (GET /internal/opportunities, PATCH /internal/opportunities/{opportunityID}/stage) with stage validation and closed-won conversion trigger support.
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Activity & Tasking

Opportunity/account timeline tracking with owner task workflows and SLA visibility.

Outcomes

  • CRM activity and task persistence added (crm_activities, crm_tasks) with SQLC-backed query coverage for timeline listing, task...
  • Pipeline lifecycle mutations now auto-record activity timeline entries (qualification, stage changes, lane updates, conversion attempts, account...
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Integrations & External CRM Adapters

Provider adapters (HubSpot/Salesforce and future systems) with mapping, retry, and state tracking.

Outcomes

  • Integration schema/runtime added for provider connections, sync state cursor tracking, and dead-letter replay controls (crm_integrations, crm_integration_sync_state,...
  • Adapter registry framework added with provider-specific adapters for HubSpot and Salesforce (hubspot, salesforce) using structured mapping...
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Analytics & Commercial Health

Funnel visibility, response SLA, and lifecycle health tied to operational outcomes.

Outcomes

  • Opportunity lane coverage fit-scoring read model added with weighted scoring (strong_fit/moderate_fit/weak_fit/gap_risk) and per-lane rationale.
  • CRM opportunity board now surfaces coverage_fit summaries including matched lanes, weighted weekly-load coverage, and gap notes...
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Solution relevance

Select solution routes where this product participates in operational continuity.

Commercial to execution

Product-level proof for feature scope

  • CRM modules support intake processing, route projection, and qualification lifecycle evidence.

    verified

    docs/products/crm/product.md · Module Catalog > Intake & Qualification

    Code: backend/services/crm/internal/modules/intake

    Contract: proto/crm/intake/v1

  • CRM intake and qualification flows are implemented in dedicated modules and contracts.

    verified

    docs/products/crm/product.md · Module Catalog > Intake & Qualification

    Code: backend/services/crm/internal/modules/intake

    Contract: proto/crm/intake/v1

  • CRM opportunity routing and qualification state transitions are implemented in pipeline services.

    verified

    docs/products/crm/product.md · Module Catalog > Opportunity Lifecycle

    Code: backend/services/crm/internal/modules/pipeline

    Contract: proto/crm/accounts/v1

  • CRM conversion and provisioning logic is implemented with explicit module boundaries.

    verified

    docs/products/crm/product.md · Module Catalog > Conversion & Provisioning

    Code: backend/services/crm/internal/modules/conversion

    Contract: proto/crm/accounts/v1

  • CRM account and contact workflows are implemented and exposed through conversion-capable APIs.

    verified

    docs/products/crm/product.md · Module Catalog > Accounts & Contacts

    Code: backend/services/crm/internal/modules/conversion

    Contract: proto/crm/accounts/v1

  • CRM activity and tasking pipelines are coordinated through projection and integration modules.

    verified

    docs/products/crm/product.md · Module Catalog > Activity & Tasking

    Code: backend/services/crm/internal/modules/intake

    Contract: proto/crm/intake/v1

  • CRM analytics and commercial health signals include module-level event and conversion-state surfaces.

    verified

    docs/products/crm/product.md · Module Catalog > Analytics & Commercial Health

    Code: backend/services/crm/internal/clients/projections

    Contract: proto/crm/intake/v1

  • CRM integration adapters are implemented for external CRM handoff and transport parity.

    verified

    docs/products/crm/product.md · Module Catalog > Integrations & External CRM Adapters

    Code: backend/services/crm/internal/modules/integrations

    Contract: proto/crm/integrations/v1