Skip to content
  • product-portfolio
  • ecosystem-catalog
  • deep-dives
  • horizontal

CRM, Customer Success, Support & Service Ops - Analysis

Planning-layer analysis for category 11. It groups the 50 candidate services into capabilities, recommends what becomes a standalone service versus a module, and captures domain, interface, and non-functional notes. For the plain item list see the browse page.

Scope & Bounded Context

  • Primary bounded context: CRM & Support
  • Group: horizontal
  • Default wave / cycle: Phase 3 · Cycle 2: Horizontal SaaS
  • Items: 50 candidates

This category is anchored to the ConnectSoft DDD baseline in the SaaS framework DDD blueprint and the service classification model.

Classification Breakdown

Classification Count
Microservice 1
Module-in-service 38
Platform Product 1
Portal/UI Module 8
Workflow Template 2

Anti-fragmentation stance

Per ADR-0011, the 38 module candidates below are delivered inside the CRM & Support bounded-context service, not as separate microservices. Only the 2 platform/service candidates justify an independent runtime.

Standalone Service / Platform Candidates

ID Service Tier Status
CS-SVC-0549 Customer Journey Orchestrator 2 Planned
CS-SVC-0550 Voice of Customer Platform 2 Planned

Portal / UI Modules

  • Customer Import Wizard (CS-SVC-0516)
  • Customer Portal (CS-SVC-0518)
  • Help Center Portal (CS-SVC-0528)
  • Product Feedback Inbox (CS-SVC-0542)
  • Feature Request Portal (CS-SVC-0543)
  • Customer Advisory Board Portal (CS-SVC-0545)
  • Support Agent Dashboard (CS-SVC-0546)
  • Customer Risk Dashboard (CS-SVC-0548)

Domain, Interfaces & Data Ownership

  • Aggregates are owned by the CRM & Support context; cross-context reads go through published contracts, never shared databases.
  • Integration is event-first (outbox + integration events) per the event-driven mindset.
  • APIs are contract-first and versioned through the API & Integration context.

Non-Functional Posture

  • Multi-tenancy & edition-awareness: required for all serious candidates.
  • Security: Standard baseline; secrets via the platform secret store; least privilege.
  • Compliance: standard audit logging.
  • Observability: OpenTelemetry traces, metrics, and structured logs.

MVP vs Future

  • MVP (Tier 0-1): see roadmap
  • Future (Tier 4-5): none

Open Questions

  • Which module candidates, if any, develop independent scaling or ownership needs that would justify promotion to a standalone service?
  • Where do this category's contracts overlap with adjacent contexts, and who owns them?