CRM

Status: Implemented; depth expanding

What it does

Manages clients, services, quotes, quote-derived orders, SLAs, tasks, print documents and controlled import preview.

Benefits

• commercial-to-operations continuity
• tenant-scoped client/service records
• SLA/task accountability

Typical usage

1. Create client/service
2. Create quote
3. Convert to order
4. Create SLA/task
5. Generate document record

Roles

Manager, Owner, Authorized staff

API families

• /api/v1/crm/clients
• /api/v1/crm/services
• /api/v1/crm/quotes
• /api/v1/crm/orders
• /api/v1/crm/orders/from-quote
• /api/v1/crm/slas
• /api/v1/crm/tasks
• /api/v1/crm/imports/preview

Endpoint presence does not automatically make an endpoint a Partner API. See API → API Overview.

Configuration

• CRM permissions
• Tenant context
• Service catalogue

Current limitations / release notes

The CRM API is first-party today, not a published Partner API.

Related modules

Customers, Orders, Documents, Analytics