Client Relationship Management

A package that manages client relationships by tracking counterparties, deals, interactions and contacts as mesh records with portfolio views.

• Kind: NodeRepo
• Target partition: Crm
• Module version: c226d847dcaf9c90
• Released version: 4.0.8
• Source folder: Crm
• Source: Crm
• Origin: registry:https://memex.meshweaver.cloud
• Requires: Store@^1.0.0, Essentials@^1.1.0
• Min mesh version: 3.0.0-ci.7845
• Pre installed: no
• Default app: no
• Category: Business
• Tier: pro
• Installed from ref: 9b99ec8d899c8adce4eb4d98f55fbb7e526ffb7b
• Installed at utc: 2026-10-24T18:36:54.0994217+00:00
• Installed node count: 168
• Installed files › Crm/ agent.json: 055a484c1afd29ca627c4e3abcd8d3764cefd5c2ee2930d96136a4a2d0407a85
• Installed files › Crm/ agent/crm assistant.md: 7c5addf8b046bf480003f99652664aa17440aa550c6dae6b95eb30dd99d14edf
• Installed files › Crm/ billing plan.json: b49cbf2579a6ae86905d0f956958564bfcb24b77d620413a3e86995172d2629c
• Installed files › Crm/ board.json: b0d7af2c402d6af3c8d6b4df79ab3df07f7fbbd447d64733f566225fd9833fc9
• Installed files › Crm/ board/ source/ attention.cs: 8e57ca14449660212bd2d2b64bb1b9fa9723e2e34ae40a85a74c3be835d5d386
• Installed files › Crm/ board/ source/ board content.cs: 981cc0b80589ab0d8ec18b85117d5f3a0bf5496eb7a5eb5645c6cacca721ab72
• Installed files › Crm/ board/ source/ board layout areas.cs: 355b928aa1b296695788e82f53c924b7e9d6b59f105baa755c9edffa0dd1a568
• Installed files › Crm/ board/ test/ attention tests.cs: 6b7173e54fc108e5286d7220e54c82618eaa5e5fa70acc1edebf5ad135c6b220
• Installed files › Crm/ board/ test/ board tests.cs: c54cdec7a78fc76775bd443350d50f42e6c025d0c88c619d1b4b13327bbc01ba
• Installed files › Crm/ board/ test/ board tests area.cs: c8234ccea52eb2dcdbd29df1acf4f93aced8171a644250774009eaaa4a17dc98
• Installed files › Crm/ board/ test/ capture tests.cs: b542acc760887d4f19e9399cc7dc6ef6680f417be6d207b450447bf9789cf93c
• Installed files › Crm/ board/ test/ metrics tests.cs: 72404b5ca795ba10d89fecf80502111717a66b62c330c79b1873abd8e7369860
• Installed files › Crm/ board/ test/ signals tests.cs: 584f4c814a30974e8d16bbe21626cf8adb96a3e9ff1ed59c7faf9199f69241b7
• Installed files › Crm/ board activity menu.json: b3b22b5bde8c1e7873db3eecb7f93e6f48042c15debb7a47df07f32536e815ff
• Installed files › Crm/ board billing menu.json: 733ca2d0a9e07079b69b72d8852a0a66cf0ed8f12d795fa69d867a64382ac2e8
• Installed files › Crm/ board metrics menu.json: 6f538bab086244f95a2940cca09e7b10b549713d785d28b26abe8ed72dc5ea2e
• Installed files › Crm/ board pipeline menu.json: b8ffad6dc9fa0f2352adc20ba004b30ac971cb5e411768b188d270dc835ebd65
• Installed files › Crm/ client profile.json: cb22d8048ba768dd1282b89ca3a63f7aa90612fba4f5b9760343837b77a2773f
• Installed files › Crm/ client profile/ source/ client profile layout areas.cs: 00954d69bc41276b41ba86ba35a1ce7596f15fc8132ec8fcd57faa5db0089d62
• Installed files › Crm/ client profile/ test/ client profile tests.cs: bc0ae061d3a5080232948736d57b83e7c0b8334375c4f388356d982bb9f9f7d0
• Installed files › Crm/ client profile/ test/ client profile tests area.cs: 442286d44583762f566e91454aa162b474af6376be7674b18659bf538144cbb0
• Installed files › Crm/ contact.json: 268b0c959f17f25335cac641d20501f6b67de0a2424b1660cc288d6da2dbd3a1
• Installed files › Crm/ contact/ source/ contact layout areas.cs: 895f89bd128d6158dda57cb8867acf9ea5b1c0a9e10d72936f6c0f35c192f308
• Installed files › Crm/ contact/ test/ contact tests.cs: ba7c0fdede77107f6f78490b47e38434bbb230ac950e4bb9d8843c7018490589
• Installed files › Crm/ contact/ test/ contact tests area.cs: 992a1c9802d2a4ef0c862e3e3e58c8d6d2d0486fa98b4dc262471386d1e997de
• Installed files › Crm/ counterparty.json: ffcd7a5ca51b2d77ca920994a79b4fa7ec16904803e6231719cd1a984bdc4ec0
• Installed files › Crm/ counterparty/ source/ counterparty layout areas.cs: bca8ba6e2149a3f92d448c419c64a9de9e1cb0413944b1b13a2816b887a20482
• Installed files › Crm/ counterparty/ test/ counterparty template tests.cs: d8abb80d0ebe5a9b98e63b502e70093bb973bc456943b2a25c47503c0bfd0be0
• Installed files › Crm/ counterparty/ test/ counterparty tests.cs: a9842f7d4db0ad656ae6bf1df06bd74c6ed421916dbd0393856e7fb0713df83c
• Installed files › Crm/ counterparty/ test/ counterparty tests area.cs: 70cc554baec7ee3b4451b8b1ed4b32cbfe999f4d2b8dee6c810b17bc759337ff
• Installed files › Crm/ counterparty/ test/ counterparty view tests.cs: 3944988ed86094ed70a24477920fc91f253ae0a2c760e4c1b0308486e6ce3817
• Installed files › Crm/ counterparty type.json: 6518cb0ca2387939d85fb450412712c7eac8e9e884b5e7affb910d629263abb2
• Installed files › Crm/ counterparty type/ client.json: 1fe9e3dc2c6b8100bcc8d9c77f0c0e1e950a50f4af4cca74904095f53e0920f1
• Installed files › Crm/ counterparty type/ internal.json: 63198f4134e687b5514eecc708ab5559e9d0533f344d919bb5e9ee4a6130110d
• Installed files › Crm/ counterparty type/ investor.json: 2239cff30264b3990c39da735fb144353060b40a97956a707083026e7e4822e0
• Installed files › Crm/ counterparty type/ partner.json: 7ba42de8f3b7e2275abcd61efb5e20dccd69aec006d878674d6e8d0b42b3726e
• Installed files › Crm/ counterparty type/ supplier.json: 8e86ba589bc0516b6370daf64739e9e34015ff38c8ee14c703cd7244c55a381a
• Installed files › Crm/ country.json: 9baee47fa2073105b65fa3384b7de473ecfb8d3bb799963bb3322a14a33e5317
• Installed files › Crm/ country/ aT.json: 043a50f5157678929e73d87e14e3b29db8467869673b0a527dd53a644fc6743d
• Installed files › Crm/ country/ bM.json: 521ad0f15251dfae9837f146a1c4c1115568bf062c06762368da34b6c68a81d0
• Installed files › Crm/ country/ cH.json: 137833423146da32d600b79d7dc0a1d00c5e54ac145c67e2cab24db96ed0f6a5
• Installed files › Crm/ country/ dE.json: a6dc1f612ffece562007f0c4835282f22f1f160e18e6db239d4d07d332ceb802
• Installed files › Crm/ country/ fR.json: d3576586d518648495874c47322720b53b90c73f2fbd558c7a68498c99ad3264
• Installed files › Crm/ country/ gB.json: 2c423066f44053f896ae2ed32db81a7f1fe603dce88dd86136a601fa34e4a56b
• Installed files › Crm/ country/ iT.json: ecf0061d392346f0700d99fbea927c8ebd71700240a9e8cfaff8a0a643b986d0
• Installed files › Crm/ country/ lI.json: dea2cfb95efd1d2ab5439941f14de001222ebe558dedb44e09eaadb2cf4b9840
• Installed files › Crm/ country/ nL.json: c76830481bfae3b7fd525f9cf0ecb4d243f222a6a6bc4901f14dc748de3e6fe7
• Installed files › Crm/ country/ uS.json: 98d86cdea8d7bffdfb8223c01892591f2f7e4b493320c73178092a221fc9c6e5
• Installed files › Crm/ currency.json: d2964c24bf1b3cf1c93e85150ef85d325bd0231f066e92a297ea5e715ce26ea8
• Installed files › Crm/ currency/ cHF.json: 5a1be1b6f097faca271f18372c97a903a5cb53de60f1bc77b7731d2959cc77e8
• Installed files › Crm/ currency/ eUR.json: 66b9df10832b858daaec37747806972a46c0e8abc1327db6385a2eacae9bacaf
• Installed files › Crm/ currency/ gBP.json: ff765792345993ff70f7c24ecb8c9346f0245f1b8f2a48b1e2488760bda1ebae
• Installed files › Crm/ currency/ uSD.json: 4e3237a23f707f6eee52a86bdb847a0302a72022d43d8569c9f933710c1d2fb4
• Installed files › Crm/ design.md: b3d9711f82ea14abec07d6de27beb01ff7f1ffc892e89a948025eade63e09e7b
• Installed files › Crm/ design/ billing.md: b5521ca088dda1e5a26861abfdd8ff82b7adb74c26320cf81b8055d454b606d0
• Installed files › Crm/ design/ counterparty migration.md: 0599920307d548d0551f9846fb5fecec3110683d857c196bfe0d66f86634fd78
• Installed files › Crm/ design/ design brief.md: 66efbd3257651a58e5204441c3dbe2dd58c29aaeb723bc6efd7555ccccf2db31
• Installed files › Crm/ design/ ideas.md: 6dd9939383d9a9e326242234c7f9df19b802ed01b6112fb2b42501e29234039b
• Installed files › Crm/ design/ journey model.md: 254767d17461422ccde5102ea29ca72ca60ff5ebf7a244bd291de7ebfe3d47c6
• Installed files › Crm/ design/ mail.md: 6726af3cbac9cba418b3d8e7c4fdffb44bb7a7ab15e4de801c08f73483af338c
• Installed files › Crm/ guide.md: ec34b16ff26e320dbf7e92b2f7abe2e74b97f03511a74a703191caa78cdc6525
• Installed files › Crm/ incidents.md: a8b5ca846b59cd00d7395ab8c78c883ef4b76a30aa291a7c2d9ccbb4c5e991d5
• Installed files › Crm/index.json: d684c41261687ac736210eeb38541d92051fd9889a386f9c55e20b0276df6ebd
• Installed files › Crm/ industry.json: e263bd38446983e39bf46f9ed2ecc3daf9cfd7fcf53544a794de3d33da720f12
• Installed files › Crm/ industry/ asset management.json: 21e52c47b5444ace8d22636e197e755a88723ffc99651bdd1b99ce872cfdd792
• Installed files › Crm/ industry/ banking.json: 2377054f5f7d986829a70013252fe06b4408ccf623d1c06426074072ff6cfe98
• Installed files › Crm/ industry/ consulting.json: 7600662739a7d3de5a20dc58ab70d3d88fb312b24874236db5fc30bc9020b63a
• Installed files › Crm/ industry/ insurance.json: b010c9f6b88a818584a701d31f62460c81d407f52939fbc527c7054d205a27f3
• Installed files › Crm/ industry/ manufacturing.json: 732cdad1e8b862696b21864fbe0884d4a8b143ad2b36ec17450ac25faedd680d
• Installed files › Crm/ industry/ medical technology.json: a774ba979f994fcff4799793412d29888a854b0a6029640d39551e54cabb3347
• Installed files › Crm/ industry/ pension administration.json: 3f6370083996899fc3a0bf4874e0d68308382f9fa2fc07a9e53e3f6d5196796a
• Installed files › Crm/ industry/ public sector.json: 9fd09554aaef8a3753e1556021c160390f254a81bdd3f7fdace9c7189af0d068
• Installed files › Crm/ industry/ railway construction.json: 20a5f353ffcc23153007d7c860d868d5db9613601cc81e5121b08ae2d0741d0e
• Installed files › Crm/ industry/ reinsurance.json: 2474b7135a8b84dc9d57e4287ad50388d741db28434688b24e9d67834024876d
• Installed files › Crm/ industry/ reinsurance broking.json: e24fc01d254795ee324824efafe698fbb4ac4dfed70a5758ce09d2168b55badc
• Installed files › Crm/ industry/ software.json: 42b6d79e93208d3187c6577cecbe9fb3bed47e0f491482424eebd2eb2b7857ad
• Installed files › Crm/ interaction.json: 23d91afc5a4fadeeeed7e3584f3591fd5cd9157617474ab617ee6a8056b90647
• Installed files › Crm/ interaction/ source/ interaction layout areas.cs: d4e47d163c240d58daf258a1055cfffcf288d4359ae5be13ac4075a5520d6ecd
• Installed files › Crm/ interaction/ test/ interaction tests.cs: fac5350865544b90372216cf5a2dbc454d453770c631208331405f158ee9f3cf
• Installed files › Crm/ interaction/ test/ interaction tests area.cs: 718cd700aea49125d291d14df5020be2b4738300c133b2fe3d24d7300b4465d5
• Installed files › Crm/ invoice.json: e892444ea37fbf7d3ec69b22087db03707e49ca88bbd2fab4b1dd768c692b154
• Installed files › Crm/ journey menu.json: e0fa5315f26f30a19313fd919e136f60448a3eef8089b393888f01f0a300cd80
• Installed files › Crm/ offer.json: eb9871f0b7f00e12ffdd812ccc2e86c212c54579d69c3ad980d951fec9645c40
• Installed files › Crm/ offering.json: d46973f653ddf3aed45204c88689d5c6f4380417f43568ec8a3c634f188cd391
• Installed files › Crm/ offering/ consulting.json: 3da6f784cc10a9c84bca1e910db5544a5f2560668ef6c3fcf0dc6f79429d7ec1
• Installed files › Crm/ offering/ driving lessons.json: 3ff4468e4c999f989c776ed3a07ba7ca9d53851f5d8fe4cad736230d1424cb0a
• Installed files › Crm/ offering/ pilot.json: 358e40620dbed582db98496e43c2ad35200b1c49853645f454c437fab9d18c62
• Installed files › Crm/ offering/ platform.json: 24822f237e0c08ce1961eb6daa29461316cfca107ee67a1dede19875402fa404
• Installed files › Crm/ offering/ project.json: 5db7d31649f82b9a7a3d6e0533d6d0516e5c555c008d578be1e6c273063c1ec6
• Installed files › Crm/ offering/ subscription.json: 906b62620614b8ae202a743ab1c2044a9ff4bfc6eeca1f902d336ca73c4c16aa
• Installed files › Crm/ offering/ training.json: c61b4d87f5195158126c5dc432a013eb326109f21c93a6ede0d1ed1ccffcdd31
• Installed files › Crm/ opportunity.json: 8009da6f2dcdee81bf7ce776dc8124e99671e2803bbd9895a4a3e00b72b9d104
• Installed files › Crm/ opportunity/ source/ opportunity layout areas.cs: da643b46247461b515126765456d0f7c7c2db2828216f8d52c2b84b320548656
• Installed files › Crm/ opportunity/ test/ opportunity template tests.cs: 27239b6ce9aa1ba45642927eb9e3192e858a3f907390a764767e9044477f9a24
• Installed files › Crm/ opportunity/ test/ opportunity tests.cs: 611ce2b5f74ff834b5622c9b56ec7b42f67bf94fcaeebe5e38790396a090c465
• Installed files › Crm/ opportunity/ test/ opportunity tests area.cs: 6252df8ce4d6465f2b6b19e55533b139baed144eb0f86248f1ea9117c7d586ae
• Installed files › Crm/ opportunity/ test/ project repository tests.cs: 8682e32f78bc07e666e6f00c2d1f0d7edd106420440decf238978037185d7cd9
• Installed files › Crm/ pipeline menu.json: 15b6cb75db44d03755e56869db8b7ea6aa4560713a4e744a79c1155a08415c36
• Installed files › Crm/ portfolio.json: becb87f681a58bcad04b1ee9dde55bc75bfe47353864282b2bb94661848a1a35
• Installed files › Crm/ portfolio menu.json: f1cbc9f5b18f571ffb294f7d60158f70859cfb85877f4ad30707857a4b0a2c08
• Installed files › Crm/ pricing terms.json: e1c5fe40d84402641b097a84740826c44b8a16312452c1b5f8787d6fb3a2a080
• Installed files › Crm/ question.json: 6744e25f8c71d83f20c8d770f13eeb8c42fdb6364a498352b3eeb9441a163399
• Installed files › Crm/ released platform ci.md: 744912f8d68d8c8705906d3b2a39faf1a65ac02c13e20c22f995b5b0cc8138c1
• Installed files › Crm/ segment.json: aab0d17f5086b839d5df8646373058021ccb8339627d7db8afd4fc96a00eb062