# Phase Area: CRM

| Field | Value |
| --- | --- |
| Status | CRM Core Platform complete (Phases 6.0–6.3) |
| Module(s) | crm |
| Depends On | Core entitlement |
| Template | [phase-template.md](../../templates/phase-template.md) |

## Goal

Tenant-aware Sales CRM for leads, contacts, organizations, opportunities, pipelines, playbooks, forecasts, goals, targets, win/loss, activities, tasks, meetings, calls, timeline, comments, team collaboration, quotes, tags, addresses, custom fields, notes, attachments, and audit.

CRM must **not** own Automation, Customer360, Marketing, Notification delivery, Communication, Helpdesk, Analytics, or AI.

## Completed

- [Phase 6.0 — CRM Service Foundation](../../crm-phase-6-0.md)
- [Phase 6.1 — Enterprise CRM Core Business Entities](../../crm-phase-6-1.md)
- [Phase 6.2 — Enterprise Sales Process Engine](../../crm-phase-6-2.md)
- [Phase 6.3 — Enterprise Sales Collaboration Platform](../../crm-phase-6-3.md)

## Related Documents

- [Module Registry — crm](../../module-registry.md#crm)
- [Service README](../../../backend/services/crm/README.md)
- [Roadmap](../../roadmap.md)
