Project CRM Connector

Route: /app-connectors/project-crm

Purpose

Project CRM Connector is a lightweight relationship surface for collaborators, leads, sponsors, project contacts, and follow-up context.

Boundary

It is not Salesforce, HubSpot, Airtable, Stripe, GitHub Sponsors, or a full CRM replacement.

Current MVP UI

• Provider cards for GitHub Sponsors, Stripe, Notion CRM, Airtable, and Manual CRM placeholders.
• People list, relationship stage board, project-linked conversations, AI context, and permission boundary.

Mock Data Model

The UI uses mock people, leads, stages, follow-up status, project links, and relationship notes.

Future Connectors

Future work may add provider metadata adapters, sponsor or customer summaries, relationship notes, and draft outreach.

Alma Capabilities

Alma can later prepare follow-ups, summarize relationship history, and suggest next actions from approved summaries.

Permission Boundaries

CRM metadata reads, outreach drafts, and external sends are separate scopes. External sends require confirmation and are disabled now.

Backend Status

No CRM provider, Stripe integration, GitHub Sponsors integration, external enrichment, send action, backend route, or database schema exists.

Security And Privacy

Relationship data includes third-party privacy. Future connectors should track consent, source provenance, and audit history.