SMRT CRM Platform

Smart Real-time Relationship Management Platform
Multi-Tenant SaaS Platform for Contact Intelligence and Business Operations

Quick Start

This is the main coordination repository for the SMRT CRM Platform. All development modules are managed as Git submodules to enable parallel team development while maintaining integration coordination.

Repository Structure

smrt-crm-platform/
├── README.md                    # This file
├── docs/                        # Project documentation
│   ├── SMRT-CRM-PLATFORM-README.md            # Complete project overview
│   ├── SMRT-CRM-PLATFORM-ARCHITECTURE.md      # Technical architecture
│   ├── SMRT-CRM-DATABASE-SCHEMA.md           # Database design
│   ├── DEVELOPMENT-STANDARDS.md               # Coding standards
│   ├── INTEGRATION-PATTERNS.md                # Integration framework
│   └── MODULE-CHECKOUT-SYSTEM.md              # Team coordination
├── modules/                     # Git submodules for each development part
│   ├── database-core/          # Core database schema and migrations
│   ├── api-core/               # FastAPI backend (Part 2)
│   ├── frontend-web/           # Web interface (Part 1)
│   ├── auth-system/            # Authentication (Part 11)
│   ├── integrations/           # Third-party connectors (Parts 4,8,9)
│   ├── analytics/              # Business intelligence (Part 5)
│   └── ...                     # Additional modules
├── tests/                       # Integration tests
│   ├── integration/            # Cross-module integration tests
│   └── e2e/                    # End-to-end system tests
├── scripts/                     # Deployment and utility scripts
├── config/                      # Shared configuration files
└── .gitmodules                  # Submodule configuration

Core Concept

The SMRT CRM Platform is built around a two-core data model:

• Phone Numbers: Universal identifiers with rich interaction history
• Humans: Individual entities with roles, relationships, and business context
• Dynamic Linking: Many-to-many relationships with contextual metadata

This enables unprecedented data intelligence sharing across multiple tenants while maintaining strict isolation and access controls.

Development Workflow

1. Check Out a Module

# Check available modules
./scripts/checkout.sh list-available

# Reserve a module for development
./scripts/checkout.sh checkout api-001 "Your Name" "your@email.com" 21 "Core API development"

2. Clone and Work

# Clone the specific module repository
git clone git@github.com:smrt-crm/api-core.git modules/api-core
cd modules/api-core

# Create feature branch
git checkout -b feature/your-feature-name

# Develop following coding standards in docs/DEVELOPMENT-STANDARDS.md

3. Integration Testing

# Return to main repo and run integration tests
cd ../..
./scripts/test-integration.sh api-core

# Update progress
./scripts/checkout.sh progress your-checkout-id 75 "Feature complete, tests passing"

4. Complete Module

# Mark module as complete
./scripts/checkout.sh complete your-checkout-id "All features implemented"

# System automatically runs quality gates and creates integration PR

Key Documentation

• Complete Project Overview - Full business model and technical vision
• Technical Architecture - System design and module interactions
• Database Schema - Two-core data model and multi-tenant design
• Development Standards - Coding conventions and quality requirements
• Integration Patterns - Third-party system integration framework
• Module Checkout System - Team coordination and conflict prevention

Getting Started

For New Developers

1. Read the Project Overview to understand the vision
2. Review Development Standards for coding requirements
3. Check Module Checkout System for team workflow
4. Choose a module and check it out for development

For Business Users

1. Review the Architecture Documentation for capabilities
2. Understand the multi-tenant model and data sharing benefits
3. Contact the team for tenant onboarding and API access

Module Status

Use the checkout system to see current module assignments:

./scripts/checkout.sh list-active

Support

• Technical Questions: Review documentation in docs/ directory
• Module Conflicts: Use the checkout system to coordinate with team
• Integration Issues: Run integration tests and check module interfaces
• Architecture Decisions: All documented in architecture files

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Built for Scale. Designed for Intelligence. Powered by Relationships.

The SMRT CRM Platform transforms every phone number into business intelligence and every interaction into competitive advantage.