TorbatYar/docs/phases/CRM
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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README.md Ship CRM Core Platform (phases 6.0–6.3) with docs and prod deploy. 2026-07-24 20:32:00 +03:30

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

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