CRM

CRM#

The CRM module provides a domain-native relationship management system for managing structured information about customers, organizations, and operational relationships.

CRM Entities

• contacts

• organizations

• transactions

• communication history

• operational notes

Entities may be linked with artifacts and knowledge objects.

Agent Integration

Agents may interact with CRM records through controlled capabilities for:

• updating customer records

• generating reports

• scheduling follow-ups

• sending automated communications

Agent access to CRM data is governed by policy profiles. Sensitive records may require explicit permission.