Spanish mirror:
../../es/modules/crm/. English is authoritative.
Feature roadmap
Five deliveries. Four make F1a — the CRM is deliberately small, and that is the design.Why this module is small
Most of what a CRM appears to do already happens elsewhere in the suite. The contact, its identity, its consent, its behaviour and its segments arecore. Its points and redemptions are loyalty.
Its messages are messaging. What is genuinely missing is the human layer: what a person wrote
about a customer, what someone has to do next, and one screen that shows everything at once.
Building a full CRM with pipelines, deals and forecasting would be building a second product to
compete with tools our customers already use. FS-CRM-0005 reserves the object model so deals become
possible without a migration — and deliberately does not build them.
The one thing that makes it worth using
The timeline (FS-CRM-0004). Nowhere else in the market can a support agent see “this customer bought on Tuesday, a rule awarded 450 points, we emailed them, they opened it and redeemed on Thursday” as one chain — because nowhere else are loyalty, messaging and behaviour in the same system with a sharedcorrelation_id.