Defines target users, core journeys, capabilities, non-goals, risks, and MVP acceptance criteria for the CRM solution. This reference fixes the adoption boundary, failure behavior, and observable evidence while leaving environment-specific limits configurable.
Package status: reference context ready for human review. The contract and test scenarios are complete, but no claim is made that an adopting implementation has passed them.
Decision
For CRM, adopt a bounded product scope and an explicit composition of independently adoptable blocks. Make the user-visible promise, exclusions, authority, and failure response explicit while leaving measured thresholds as adoption choices. This package is a reference contract: the adopting team must choose numeric limits, providers, jurisdictions, and operational owners from evidence in its own environment.
Scope
- The CRM actors, inputs, outputs, states, policy or schema versions, and externally visible outcomes described by this requirements block.
- Primary and alternate interfaces, background work, caches, integrations, support paths, and evidence that can exercise the same boundary.
- Adoption-specific configuration, rollout, recovery, and verification responsibilities needed to apply the reference safely.
Outside this block
- Choosing a universal vendor, framework, jurisdiction, numeric threshold, retention period, or service-level objective for every adopter.
- Claiming that packaged scenarios have run against a downstream implementation or that this reference grants legal, security, or accessibility certification.
Contract
- Identify target actors and core journeys before selecting infrastructure; every included block traces to a journey or cross-cutting risk.
- Separate MVP commitments, later capabilities, and non-goals so the starter does not imply an unlimited product scope.
- Define service, data, permission, integration, and operational boundaries without forcing one vendor or deployment topology.
- List the verification and launch evidence required from each composed block and keep its review status visible.
- State which actor receives which outcome under each material state, including unavailable, unauthorized, empty, and partial conditions.
- Mark configurable limits and policies as choices with owners; do not present sample values as universal requirements.
- Scope the MVP to account and contact records, owned activities, pipeline stages, permissions, import or export, search, audit, and a bounded integration surface.
- Do not imply marketing automation, telephony, forecasting, enrichment, custom workflow, or universal customer identity unless separately selected and owned.
Implementation guidance
- Review the contract with product, implementation, operations, security, and affected users before promoting it beyond review.
- Model CRM inputs, outputs, actors, states, invariants, side effects, and evidence before selecting framework or vendor details.
- Store the applicable CRM contract or policy version with material state so migrations, replay, and support decisions remain attributable.
- Introduce the path behind controlled rollout, compare expected and observed outcomes, and keep a tested recovery route until adoption evidence is complete.
Failure handling and safeguards
- If a required block or launch control is unresolved, the pack reports the gap and does not label the solution production-ready.
- Invalid or contradictory CRM state is rejected or quarantined; the implementation never guesses a value that broadens authority or duplicates an effect.
- Retries are bounded and use durable identity; after exhaustion, work reaches an inspectable terminal state with an accountable owner.
Verification and operations
- Map each promise and exclusion to at least one observable scenario and confirm that no two states require contradictory outcomes.
- Monitor CRM success, denial, validation failure, dependency failure, retry exhaustion, and recovery by contract version without sensitive payload dimensions.
- Re-run paired positive and negative fixtures after policy, schema, dependency, migration, or boundary changes and preserve the resulting evidence.
Adoption assumptions
- Names and values in the example are a concrete fixture, not universal defaults; adopters replace them through documented evidence and ownership.
- The adopting system can provide authenticated identity, durable operation or record versions, bounded telemetry, and a controlled path for change.
The executable-looking examples in this package are fixtures and acceptance contracts. Run the collection validator to check structure and metadata, then translate and execute the scenarios in the target repository before recording implementation evidence.