feat: qbit-crm -- QQQ Customer Relationship Management QBit

[KofTwentyTwo]

Overview

Build a full-featured CRM as a QQQ Application QBit (qbit-crm) covering contact/company management, deal pipeline tracking, activity logging, email tracking, product catalog, lead scoring, assignment automation, website form capture, mailing list subscriptions, and reporting.

Architectural Principles

1. Activity-centric: Unified crm_activity table for all interactions (calls, emails, meetings, notes, tasks)
2. Pipeline-driven: Configurable pipeline stages with probability weighting, rot/aging, and stage-gating
3. Perpetual activity log: Immutable crm_audit_log with field-level change tracking and GDPR anonymization support

Scope

• 39 tables across 8 modules (core, deals, activities, email, scoring, audit, sync, widgets)
• 30 processes (CRUD lifecycle, email sequences, scoring, assignment, import, merge, GDPR)
• 14 dashboard widgets (pipeline, forecast, leaderboard, conversion, activity feed)
• 24 enum PossibleValueSources
• Multi-tenant via RecordSecurityLock
• Companion QBit integration: qbit-quick-search, qbit-webhooks, qbit-workflows

Phased Delivery

Phase	Tables	Processes	Widgets	Focus
1a	18	7	3	Core + Website Integration (contacts, companies, activities, forms, email lists)
1b	8	4	3	Deals + Pipeline
2	5	7	1	Email, Products, Scheduling
3	7	5	2	Sequences, Scoring, Automation
4	1	7	5	Data Management, Analytics, GDPR

Sub-Issues

• feat(crm): Phase 1a -- Core + Website Integration #433 Phase 1a: Core + Website Integration
• feat(crm): Phase 1b -- Deals + Pipeline #434 Phase 1b: Deals + Pipeline
• feat(crm): Phase 2 -- Email, Products, Scheduling #435 Phase 2: Email, Products, Scheduling
• feat(crm): Phase 3 -- Sequences, Scoring, Automation #436 Phase 3: Sequences, Scoring, Automation
• feat(crm): Phase 4 -- Data Management, Analytics, GDPR #437 Phase 4: Data Management, Analytics, GDPR

Design Spec

Full design spec (v2) with complete data model, process definitions, widget specs, and QQQ pattern compliance is in the ClaudeCode repo at QRun-IO/specs/2026-03-28-qbit-crm-design-v2.md.