EPIC: Kedr CRM Module

[Weretik]

🎯 Goal

Implement an internal CRM module for managing customer interactions, order-related communications, files, and activity timelines.

The Kedr CRM must support internal operators (managers, sales, support) and serve as a single source of truth for all client-related workflows.

📝 Notes

• Access restricted to authorized internal roles (Manager, Sales, Support)

• Features:

  • Client profiles: contact info, linked orders, history
  • Interaction timeline: calls, emails, messages, notes
  • File storage: PDFs, invoices, technical docs (linked to clients/orders)
  • Tagging, filtering, and search across clients and orders
  • Order history with status tracking and CRM notes
  • Future integration with analytics dashboard (BI)

• All data exposed via Application layer (CQRS — queries/commands)

• Blazor Server UI under /Presentation/Admin/CRM namespace

• Attachments stored either in database (as BLOB) or file system (with reference)

• Logs, modifications, and user actions must be auditable

• Optional integration with email or notification subsystem (future)