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🏠 Tutti i moduli / crm_office / Relazioni con i clienti (CRM)
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Relazioni con i clienti (CRM)

crm crm_office 🛡️ RLS Protected

Gestione degli interessi, pipeline di transazioni visive (Kanban), storia delle attività e conversione di lead to _GT13_0__.

Fachliche Bestimmung: Assiste le squadre di distribuzione nell'acquisizione e nella assistenza clienti. Raccoglie gli interessati (lead) tramite moduli web o manualmente, conduce attraverso livelli di pipeline individualmente configurabili (qualificati, proceduti, preventivo, negoziazione) e trasforma senza soluzione di continuità i lead ottenuti in dati e offerte di cliente.
⚡ Flussi di lavoro e cicli di vita (5) 🗄️ Modelli di dati (5) 🔌 Punto di partenza (UI & API) (43) 🛡️ Regolamentazione e conformità

⚡ Flussi di lavoro e cicli di vita

Corrispondenza → CRM cascade:business.correspondence.crm

Cascade (review_gated).

1. lead
Codice di CRM / richiesta
Ccrm
Aktionen: crm.lead.create
2. task
Riguardo della domanda
compiti
Aktionen: create_task

Codice di CRM / richiesta cascade_target:business.crm.lead

Cascade (review_gated).

1. cascade
Codice di CRM / richiesta

Ordine d'uso: agente di indagine plan:command_inquiry_agent

Controllato piano duraturo (durable_plan), inizio: manual_command.

1. inquiry_agent
inquiry_agent
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Aktionen: inquiry_agent

Piloti status:crm_lead

La macchina in stato di osservazione (solo osservabile) non è obbligatoria.

1. new
di cui al capitolo
Statuto <unk>new<unk> della macchina di stato di piombo.
2. contacted
Contatta
Status <unk>contatto<unk> della macchina di stato di piombo.
3. qualified
qualificati
Status <unk> qualificato<unk> della macchina di stato di piombo.
4. disqualified
Disqualificati
Status di disqualificazione della macchina di controllo.
5. converted
di cui al capitolo
Status <unk>convertito<unk> della macchina di stato di piombo.

Opportunità status:crm_opportunity

La macchina in stato di osservazione (solo osservabile) non è obbligatoria.

1. open
aperto
Statuto della macchina di stato Opportunity.
2. won
- Vento
Lo stato di una macchina di stato di opportunità.
3. lost
- perduto
Status <unk>lost<unk> della macchina di stato Opportunity.

🗄️ Modelli di dati

CrmActivities crm_activities RLS Aktiv
19 Feltri / colonne

Tabelle crm_activities

Feldname Tipo di dati Dati Schlüssel Importanza professionale
type VARCHAR(16) Ja * - Feld type
subject VARCHAR(255) Ja * - Feld subject
body TEXT Nein - Feld body
due_at DATETIME Nein - Feld due_at
done_at DATETIME Nein - Feld done_at
outcome TEXT Nein - Feld outcome
owner_id UUID Nein - Feld owner_id
lead_id UUID Nein FK ➔ crm_leads.id Feld lead_id
opportunity_id UUID Nein FK ➔ crm_opportunities.id Feld opportunity_id
customer_id UUID Nein FK ➔ customers.id Feld customer_id
id UUID Nein PK Feld id
tenant_id UUID Ja * FK ➔ organizations.id Feld tenant_id
created_at DATETIME Ja * - Feld created_at
updated_at DATETIME Ja * - Feld updated_at
created_by UUID Nein - Feld created_by
updated_by UUID Nein - Feld updated_by
source_type VARCHAR(32) Nein - Feld source_type
source_id UUID Nein - Feld source_id
metadata JSONB Ja * - Feld metadata
CrmLeads crm_leads RLS Aktiv
27 Feltri / colonne

Tabelle crm_leads

Feldname Tipo di dati Dati Schlüssel Importanza professionale
name VARCHAR(255) Ja * - Feld name
company_name VARCHAR(255) Nein - Feld company_name
email VARCHAR(320) Nein - Feld email
phone VARCHAR(64) Nein - Feld phone
interest TEXT Nein - Feld interest
source VARCHAR(32) Ja * - Feld source
status VARCHAR(32) Ja * - Feld status
estimated_value NUMERIC(14, 2) Nein - Feld estimated_value
currency VARCHAR(3) Ja * - Feld currency
owner_id UUID Nein - Feld owner_id
disqualify_reason TEXT Nein - Feld disqualify_reason
consent_given BOOLEAN Ja * - Feld consent_given
consent_at DATETIME Nein - Feld consent_at
last_activity_at DATETIME Nein - Feld last_activity_at
customer_id UUID Nein FK ➔ customers.id Feld customer_id
opportunity_id UUID Nein - Feld opportunity_id
converted_at DATETIME Nein - Feld converted_at
anonymized_at DATETIME Nein - Feld anonymized_at
id UUID Nein PK Feld id
tenant_id UUID Ja * FK ➔ organizations.id Feld tenant_id
created_at DATETIME Ja * - Feld created_at
updated_at DATETIME Ja * - Feld updated_at
created_by UUID Nein - Feld created_by
updated_by UUID Nein - Feld updated_by
source_type VARCHAR(32) Nein - Feld source_type
source_id UUID Nein - Feld source_id
metadata JSONB Ja * - Feld metadata
CrmOpportunities crm_opportunities RLS Aktiv
27 Feltri / colonne

Tabelle crm_opportunities

Feldname Tipo di dati Dati Schlüssel Importanza professionale
title VARCHAR(255) Ja * - Feld title
description TEXT Nein - Feld description
customer_id UUID Nein FK ➔ customers.id Feld customer_id
lead_id UUID Nein - Feld lead_id
stage_id UUID Ja * FK ➔ crm_pipeline_stages.id Feld stage_id
status VARCHAR(16) Ja * - Feld status
expected_value NUMERIC(14, 2) Ja * - Feld expected_value
currency VARCHAR(3) Ja * - Feld currency
probability INTEGER Nein - Feld probability
expected_close_date DATETIME Nein - Feld expected_close_date
owner_id UUID Nein - Feld owner_id
source VARCHAR(32) Ja * - Feld source
lost_reason TEXT Nein - Feld lost_reason
closed_at DATETIME Nein - Feld closed_at
stage_entered_at DATETIME Ja * - Feld stage_entered_at
last_activity_at DATETIME Nein - Feld last_activity_at
quote_id UUID Nein - Feld quote_id
project_id UUID Nein - Feld project_id
id UUID Nein PK Feld id
tenant_id UUID Ja * FK ➔ organizations.id Feld tenant_id
created_at DATETIME Ja * - Feld created_at
updated_at DATETIME Ja * - Feld updated_at
created_by UUID Nein - Feld created_by
updated_by UUID Nein - Feld updated_by
source_type VARCHAR(32) Nein - Feld source_type
source_id UUID Nein - Feld source_id
metadata JSONB Ja * - Feld metadata
CrmPipelineStages crm_pipeline_stages RLS Aktiv
15 Feltri / colonne

Tabelle crm_pipeline_stages

Feldname Tipo di dati Dati Schlüssel Importanza professionale
name VARCHAR(128) Ja * - Feld name
position INTEGER Ja * - Feld position
probability INTEGER Ja * - Feld probability
is_won BOOLEAN Ja * - Feld is_won
is_lost BOOLEAN Ja * - Feld is_lost
active BOOLEAN Ja * - Feld active
id UUID Nein PK Feld id
tenant_id UUID Ja * FK ➔ organizations.id Feld tenant_id
created_at DATETIME Ja * - Feld created_at
updated_at DATETIME Ja * - Feld updated_at
created_by UUID Nein - Feld created_by
updated_by UUID Nein - Feld updated_by
source_type VARCHAR(32) Nein - Feld source_type
source_id UUID Nein - Feld source_id
metadata JSONB Ja * - Feld metadata
CrmReports crm_reports RLS Aktiv
31 Feltri / colonne

Tabelle crm_reports

Feldname Tipo di dati Dati Schlüssel Importanza professionale
report_number VARCHAR(32) Ja * - Feld report_number
title VARCHAR(255) Ja * - Feld title
type VARCHAR(32) Ja * - Feld type
status VARCHAR(32) Ja * - Feld status
occurred_at DATETIME Ja * - Feld occurred_at
duration_minutes INTEGER Ja * - Feld duration_minutes
lead_id UUID Nein FK ➔ crm_leads.id Feld lead_id
customer_id UUID Nein FK ➔ customers.id Feld customer_id
opportunity_id UUID Nein FK ➔ crm_opportunities.id Feld opportunity_id
author_id UUID Nein - Feld author_id
author_name VARCHAR(255) Nein - Feld author_name
location VARCHAR(255) Nein - Feld location
attendees TEXT Nein - Feld attendees
internal_attendees VARCHAR(255) Nein - Feld internal_attendees
sentiment VARCHAR(32) Ja * - Feld sentiment
discussed_topics TEXT Nein - Feld discussed_topics
summary TEXT Ja * - Feld summary
agreed_next_steps TEXT Nein - Feld agreed_next_steps
competitive_situation VARCHAR(255) Nein - Feld competitive_situation
budget_or_timeline_note VARCHAR(255) Nein - Feld budget_or_timeline_note
next_followup_at DATETIME Nein - Feld next_followup_at
followup_task_id UUID Nein FK ➔ tasks.id Feld followup_task_id
id UUID Nein PK Feld id
tenant_id UUID Ja * FK ➔ organizations.id Feld tenant_id
created_at DATETIME Ja * - Feld created_at
updated_at DATETIME Ja * - Feld updated_at
created_by UUID Nein - Feld created_by
updated_by UUID Nein - Feld updated_by
source_type VARCHAR(32) Nein - Feld source_type
source_id UUID Nein - Feld source_id
metadata JSONB Ja * - Feld metadata

🔌 Punto di partenza (UI & API)

Art Metodo Punto finale / percorso Titel & Zweck Il diritto
⚡ REST API DELETE /api/v1/crm/reports/{report_id}
delete_report_route
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API GET /api/v1/crm/activities
list_activities
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /api/v1/crm/customers/{customer_id}/overview
customer_overview
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /api/v1/crm/due
di
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /api/v1/crm/leads
list_leads
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /api/v1/crm/next-actions
next_actions
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /api/v1/crm/opportunities
list_opportunities
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /api/v1/crm/opportunities/{opp_id}/flow
order_flow
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /api/v1/crm/reports
list_reports
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /api/v1/crm/reports/{report_id}
get_report_route
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /api/v1/crm/stages
list_stages
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /api/v1/crm/summary
riassunto
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /crm
crm_dashboard_page
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /crm/customers/{customer_id}
crm_customer_page
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /crm/leads
crm_leads_page
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /crm/leads/new
crm_leads_new_page
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /crm/pipeline
crm_pipeline_page
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /crm/pipeline/new
crm_pipeline_new_page
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /crm/reports
crm_reports_page
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /crm/reports/new
crm_report_create_page
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /pub/anfrage/{tenant_id}
crm_inquiry_form
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API GET /pub/lead/{tenant_id}
lead_form
Semantic binding: not_evaluated; mutation=False
 crm
⚡ REST API PATCH /api/v1/crm/leads/{lead_id}
patch_lead
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API PATCH /api/v1/crm/opportunities/{opp_id}
patch_opportunity
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API PATCH /api/v1/crm/reports/{report_id}
patch_report_route
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API PATCH /api/v1/crm/stages/{stage_id}
patch_stage
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/activities
create_activity
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/activities/{activity_id}/complete
complete_activity
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/leads
create_lead
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/leads/{lead_id}/convert
convert_lead
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/leads/{lead_id}/convert-and-quote
convert_lead_and_quote
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/leads/{lead_id}/status
lead_status
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/mail
send_mail_route
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/opportunities
create_opportunity
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/opportunities/{opp_id}/create-quote
create_quote
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/opportunities/{opp_id}/draft-followup
draft_followup
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/opportunities/{opp_id}/lost
mark_lost
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/opportunities/{opp_id}/reopen
riapertura
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/opportunities/{opp_id}/stage
move_stage
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/reports
create_report_route
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /api/v1/crm/stages
create_stage
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /pub/anfrage/{tenant_id}
crm_inquiry_submit
Semantic binding: not_evaluated; mutation=True
 crm
⚡ REST API POST /pub/lead/{tenant_id}
submit_lead
Semantic binding: not_evaluated; mutation=True
 crm

🛡️ Regolamentazione e conformità

Dieses Modul unterliegt folgenden gesetzlichen, regulatorischen und Revisionsstandards:

  • Articolo 6 del GDPR (consenso di avvicinamento)
  • Consentimento di commercio
Moduli collegati:
➔ customers ➔ finance ➔ communications