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CRM / Contacts Hub

This page describes the ConnectSoft CRM / Contacts Hub — a horizontal SaaS product for lightweight CRM and contact management. It is written for sales teams, account managers, and teams evaluating CRM solutions.

The CRM / Contacts Hub provides contact management, company management, and interaction tracking, all built on the Core Platform.

Tip

SaaS Cycle 2 - The CRM / Contacts Hub is part of ConnectSoft's horizontal SaaS portfolio, targeting cross-industry CRM needs.

What This SaaS Does

The CRM / Contacts Hub provides:

  • Contact Management - Manage contacts with custom fields and tags
  • Company Management - Manage companies and organization relationships
  • Interaction Tracking - Track interactions (calls, emails, meetings)
  • Sales Pipeline - Simple sales pipeline management
  • Email Integration - Email integration for contact communication
  • Reporting - Sales and contact reporting

Who It Is For

  • Sales Teams - Sales teams managing leads and opportunities
  • Account Managers - Account managers managing customer relationships
  • Small Businesses - Small businesses needing lightweight CRM
  • Startups - Startups managing early customer relationships

Key Capabilities

  • Contact Database - Manage contacts with custom fields
  • Company Database - Manage companies and relationships
  • Interaction Logging - Log calls, emails, meetings, and notes
  • Sales Pipeline - Simple pipeline with stages and deals
  • Email Integration - Send emails and track email interactions
  • Reporting Dashboard - Sales metrics and contact analytics
  • Import/Export - Import and export contacts and companies

Dependencies on Core Platform

  • Identity Platform - User authentication for sales teams
  • Config Platform - Field definitions, workflow configs, integration settings
  • Communications Platform - Email for contact communication
  • Documents Platform - Document storage for contact attachments
  • Audit Platform - Contact interactions, sales activities, user actions
  • Billing & Subscription Platform - Subscription billing for CRM plans and contact usage

Relationship to AI Factory

  • Generated by Factory - CRM / Contacts Hub is generated using the Factory
  • Uses Factory Templates - Built using Factory templates for CRM
  • Extends Factory Patterns - Extends Factory patterns with CRM-specific logic
  • Managed via Factory - Updates and enhancements managed via Factory