Sales CRM

The crm service spans lead-to-cash: leads / customers / contacts / opportunities / contracts / payments, interlocked with IM visitor cards and call-center contacts.

Capabilities

• Leads: intake, duplicate detection and merge, assignment and claiming, conversion (converted); assignment logs are kept.
• Customers & opportunities: customer profiles, contacts, opportunity stages; contracts and payment records wired to BPM contract approvals.
• Pools & rules: lead pools / open-sea claiming, rotation rules, timeout reclaim policies.
• Data scopes: my-scope self / department / all, org filtering, strict tenant isolation.
• Complete lists: detail, projection and aggregate listings read the full result set in bounded batches — no hard truncation caps.

Boundaries

• 🧪 Experimental line: APIs and schemas may still change.
• Integrations with IM / call center depend on those lines being deployed and configured.