# CRM

> Customers as a first-class object, not a row in a spreadsheet.

Canonical: https://erp-ai.ireadcustomer.com/products/crm
Published: 2026-05-02
Category: Customer Relationship Management

## Summary

A multi-tenant CRM where every customer record carries the full conversation history — voice notes, LINE chats, AI summaries, and projects — without copy-paste.

## What you get

- **Unified customer record** — Contacts, partners, projects, voice notes, chat summaries and tasks live on a single record. Your account manager sees the last call, the open deal, and tomorrow's follow-up in one screen.
- **AI-summarized history** — Every voice note and LINE conversation rolls up into a customer-level summary. New rep on the account? They are caught up in two minutes.
- **Quick notes from the list** — Add a note from the customer list — no detail-page round-trip. Mobile-first, optimised for the field.
- **Company + contact split** — Track the legal entity (`partner_name`) separately from the human you talk to (`contact_name`). Multiple contacts per company, no data smush.

## Detail

The CRM module is where every other module's output lands. A voice note about
a complaint, a LINE chat about a quotation, a project milestone — they all
attach to the customer record so that the next person opening the file is
fully in the picture.

## What it solves

Sales teams lose context between calls. The classic failure mode: rep A
takes a call on Tuesday, rep B picks it up on Friday, and the customer has
to re-explain. CRM remembers for them.

> The customer should never re-explain themselves.

## How it composes

CRM is the spine. The other modules — Voice Summary, Chat Summary,
Projects, Sales — write to it. You can use them independently, but together
they remove the manual re-typing that ERPs usually demand.

## Compose with

- [Voice Summary](https://erp-ai.ireadcustomer.com/products/voice_summary.md): Record once. Search the spoken word forever.
- [AI Chat Summary](https://erp-ai.ireadcustomer.com/products/ai_chat.md): LINE conversations become a clean ledger of what was actually agreed.
- [Projects](https://erp-ai.ireadcustomer.com/products/projects.md): The work, the people, and the conversations — on one timeline.

## Frequently asked

### Does the CRM replace LINE OA or Google Contacts?

No. It captures from them. LINE conversations are mirrored as Chat Summaries; Google contacts can be imported once at onboarding.

### Is customer data isolated per organisation?

Yes. Every record is tenant-scoped at the database layer, not just at the API. A query for tenant A literally cannot return tenant B's data.

### Can I edit customer fields from a voice note?

Yes — the right-side AI panel can read, write, and adjust customer fields based on the conversation it just summarised.