TorbatYar/docs/phases/CRM/README.md
Mortezakoohjani 064d67f099 Ship CRM Core Platform (phases 6.0–6.3) with docs and prod deploy.
Add the Sales CRM service through collaboration, sync architecture/registry docs, expose crm.torbatyar.ir, and include a production deploy script.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-07-24 20:32:00 +03:30

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# Phase Area: CRM
| Field | Value |
| --- | --- |
| Status | CRM Core Platform complete (Phases 6.06.3) |
| 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)