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ERPStack

Customer And Commerce

销售 / CRM

Customer lifecycle, opportunities, quotes, sales orders, delivery handoffs, service cases, and reports.

已实现 Evidence-first module page
Primary users
Sales manager Account owner Customer service Operations reviewer
/app/crm
App-derived visual
Sales and CRM workspace
Open app route
时间线
Forecast ready
订单
Governed
Overrides
Monitored
区域 状态 证据
Opportunities Stage tracked Activity history
报价 Approval aware Workflow evidence
Cases Service queue Customer timeline

核心流程

What the module helps operators complete.

Each workflow is written as an operational path, not a marketing claim, so buyers can understand the day-to-day module fit.

Step 1
Manage leads, accounts, and opportunities
Step 2
Prepare quotes and governed sales orders
Step 3
Coordinate delivery and customer-service follow-up
Step 4
Track campaigns, forecast, and reporting

Feature checklist

Capabilities grouped the way operators look for them.

3 capability groups

Customer lifecycle

  • Leads
  • 会计
  • Opportunities
  • Activities

Order execution

  • 报价
  • Sales orders
  • Delivery handoffs
  • Portal readiness

Service and growth

  • Cases
  • Campaigns
  • 预测
  • Customer reports

Connected module map

How this module exchanges business context with the rest of ERPStack.

Module 关系
库存 Availability, reservations, and delivery commitments
会计 Invoice and revenue handoff after order execution
CRM Portal Customer-facing case and account touchpoints
BI Pipeline, forecast, and customer trend dashboards

Governance and reporting

Controls and management visibility expected from a serious ERP module.

治理
  • Price override monitoring
  • Customer merge/delete controls
  • Workflow approvals
  • Audit evidence
报表
  • 时间线
  • 预测
  • Sales order status
  • Customer service workload

AI coverage policy

What ERPStack can honestly claim for this module today.

AI claims are tied to the official Agent Tool Registry, evaluation evidence, safe-mode controls, and scheduled-agent monitor readiness. Roadmap modules only show planned coverage until module-native tools are implemented.

AI coverage ready
Coverage claim Current AI coverage: Sales / Order Management L2/L2 ready; CRM L2/L2 ready through the official Agent Tool Registry.
Governance evidence Governance evidence: 5 registered tools, 5 evaluation cases, tenant/RBAC/safe-mode registry controls, and AI log evidence.
Scheduled monitor Scheduled monitor readiness: 1/1 ready (Sales Quote Follow-up Monitor).
L4/L5 boundary Remaining L4/L5 gap: no autonomous execution or self-optimizing agent behavior is claimed; write paths remain permissioned, previewed, and confirmable.

Evidence-first standard

Module pages explain value, workflow, control, and proof in one place.

This page structure supports the current public module catalog with app-derived visuals, connected-module evidence, governance proof, and report context that can be compared against real product routes.

Feature clarity

Buyers can see concrete function groups instead of vague capability claims.

Operational fit

Workflows, users, and connected modules show where the module belongs.

Governance proof

RBAC, audit, SIEM, approvals, and reporting are surfaced as first-class concerns.

Review path

Public pages link back to app routes so reviewers can compare page claims to product surfaces.