> ## Documentation Index
> Fetch the complete documentation index at: https://internal.softcrum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Module — crm (CRM)

> Thin by design: notes, activities, lists, and the timeline 360. Schema crm. Depends on core; never on loyalty, messaging or identity.

| Document                                                                                                     | Purpose                                                             |
| ------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------- |
| [`prd.md`](/modules/crm/prd)                                                                                 | What the module is, for whom, non-goals, success, phases            |
| [`spec.md`](/modules/crm/spec)                                                                               | The living technical shape: entities, invariants, events, endpoints |
| [`features/`](https://github.com/softcrumlabs/softcrum-suite/tree/master/docs/internal/modules/crm/features) | The feature specs — the units of delivery                           |

Spanish mirror: [`../../es/modules/crm/`](/es/modules/crm/overview). English is authoritative.

## Feature roadmap

Five deliveries. Four make F1a — the CRM is deliberately small, and that is the design.

| FS                                                               | Feature               | Phase | Depends on | Status  |
| ---------------------------------------------------------------- | --------------------- | ----- | ---------- | ------- |
| [FS-CRM-0001](/modules/crm/features/fs-crm-0001-notes)           | Notes                 | F1a   | —          | `draft` |
| [FS-CRM-0002](/modules/crm/features/fs-crm-0002-activities)      | Activities            | F1a   | —          | `draft` |
| [FS-CRM-0003](/modules/crm/features/fs-crm-0003-lists-and-views) | Lists and saved views | F1a   | —          | `draft` |
| [FS-CRM-0004](/modules/crm/features/fs-crm-0004-timeline)        | Timeline 360          | F1a   | 0001, 0002 | `draft` |
| [FS-CRM-0005](/modules/crm/features/fs-crm-0005-object-model)    | Reserved object model | F1a   | —          | `draft` |

## 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 are `core`. 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 shared `correlation_id`.