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CRM: Accounts & Contacts

Commercial account and contact lifecycle with B2B segmentation and ownership.

Problem

Commercial account and contact lifecycle with B2B segmentation and ownership.

Capability

Commercial account and contact lifecycle with B2B segmentation and ownership.

How it works

  1. 1 Initial CRM account proto contract scaffolded (crm.accounts.v1) with explicit external_refs for cross-product navigation references.
  2. 2 Initial CRM relational schema added for crm_accounts and crm_contacts with organization scoping and SQLC model generation.

Operational 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.

Integration boundaries

  • Intake & Qualification
  • Accounts & Contacts

Proof model

Feature-level proof

  • Accounts & Contacts scope is defined in product module catalog.

    verified

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

  • 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

Continuity routes for this capability

Route-level continuity checks where this feature appears in product-pair workflows.