CRM
Customer-facing workflows tied to sales and account history.
Overview
The CRM area is planned as a lightweight extension of customer and sales workflows instead of a separate heavyweight CRM suite. It is intended to keep customer context close to quotes, orders, and account activity already managed inside STORM.
Current Status
Coming soon
The active UI currently exposes a CRM placeholder so the module structure is visible, but the detailed workflows are intentionally deferred until the connected sales features are further along.
Planned Screen
Planned Features
Customer contacts and role-specific points of contact
Account notes and customer interaction history
Visibility from customer records into quotes and sales activity