CRM Module
Customer Relationship Management Platform
🚧 Status: Documentation Coming Soon
Overview​
CRM Module provides comprehensive customer relationship management:
- 👤 Contact Management - Centralized customer database
- 🔄 Sales Pipelines - Visual deal tracking
- ✅ Task Management - Activities and follow-ups
- 🤖 AI Lead Scoring - Automated lead prioritization (via AIHub)
- 📊 Analytics & Reports - Sales insights and forecasting
- 📧 Email Integration - Track communications (via CommHub)
- 🎯 Campaign Management - Marketing automation
Key Features (Planned)​
✅ 360° Customer View - Complete customer history
✅ Sales Pipeline - Customizable stages and workflows
✅ AI Insights - Predictive scoring and recommendations
✅ Activity Tracking - Calls, emails, meetings
✅ Integration Ready - Connect with FinanceHub, CommHub
✅ Multi-Tenant - Isolated CRM per tenant
Documentation Coming: Q1 2027
Module Status: Planning