CRM - Earth Care Network

The CRM is the workspace. Organization is the tenant boundary for credits, membership, and all workspace data.

Organization

Field	Type	Notes
`id`	UUID	Primary key
`slug`	string	Unique
`kind`	enum	`BUSINESS · AGENCY · CLIENT`
`parent_agency`	FK(self)	Agency → client sub-accounts
`monthly_credit_cap`, `max_credits_per_action`	number	Budget guards
`ai_paused`	bool	Blocks managed AI

Model	Purpose	Key relationships
`Membership`	User ↔ Org with role (`OWNER · ADMIN · MEMBER · SCOUT · VERIFIER`)	FK Organization, User
`Contact`	A lead/person	FK Organization, optional `linked_business`, `account`
`CrmAccount`	A company record	FK Organization, optional `linked_business`
`Deal`	Pipeline opportunity (`LEAD · QUALIFIED · PROPOSAL · WON · LOST`)	FK Organization, Contact, Business
`Task`	Work item (`OPEN · IN_PROGRESS · DONE · CANCELLED`)	FK Organization, assignee
`Interaction`	Logged touchpoint (audit trail)	FK Organization, Contact
`Conversation` / `Message`	Email threads (drafts gate outbound)	FK Organization, Contact
`Form` / `FormSubmission`	Lead-capture forms → CRM records	FK Organization
`CrmFieldDefinition`	Custom fields (Attio-style)	FK Organization
`CrmSavedView`	Saved filtered list views	FK Organization
`Notification`	Workspace activity feed	FK Organization, User

CrmFieldDefinition + a custom_data JSON blob on Contact/Account/Deal give flexible, per-org schema without migrations.

Generated from the crm app models; field lists re-sync each iteration.