CRM System Audit — Stage 0
Preservation & Architecture Map · ResearchWithMe Operating System
20
Total Modules
3
Duplicate Risk
9
Reuse
4
Extend
8
Missing
Current CRM Architecture
| Module | Type | Purpose | Audit Decision | Notes |
|---|---|---|---|---|
| Registration | entity | Free training signups & user profile data | Leave Unchanged | Core signup flow — do not touch |
| CRMContact | entity | CRM individual contacts (leads, clients, alumni) | Extend | Newly created — primary contact record |
| CRMCompany | entity | Institutional/company accounts | Extend | Newly created — maps to InstitutionalPartner |
| CRMDeal | entity | Sales pipeline opportunities | Extend | Newly created — no prior equivalent |
| CRMActivity | entity | Activity log for CRM records | Reuse | Already exists — extend for new contact/deal events |
| EmailTemplate | entity | Reusable email templates | Reuse | Already exists — plug into new CRM flows |
| EmailCampaign | entity | Bulk email campaigns | Reuse | Already exists — connect to CRM contacts |
| EmailLog | entity | Email send history | Reuse | Already exists — reuse for CRM email tracking |
| EmailDripCampaign | entity | Automated drip sequences | Reuse | Already exists — extend for CRM deal stages |
| DripEnrollment | entity | User enrollment in drip campaigns | Reuse | Already exists — extend for CRM contacts |
| InstitutionalPartner | entity | Partner organizations | ⚠️ Duplicate Risk | ⚠️ Overlaps with CRMCompany — consider merging |
| InstitutionalUser | entity | Users from partner institutions | ⚠️ Duplicate Risk | ⚠️ Overlaps with CRMContact (Partner Contact type) |
| InstitutionalCohort | entity | Cohorts for institutional training | Extend | Reuse for Group Training deals |
| MentorSession | entity | Mentor booking sessions | ⚠️ Duplicate Risk | ⚠️ May overlap with future Consultation/Meeting entity |
| Message | entity | Internal messaging system | Reuse | Reuse for CRM internal communications |
| CRMNotification | entity | CRM-specific notifications | Reuse | Already exists — extend for new deal stage triggers |
| ArticleDraft | entity | User article drafts | Leave Unchanged | Core product — do not modify |
| ThesisProject | entity | User thesis projects | Leave Unchanged | Core product — do not modify |
| CourseEnrollment | entity | Course enrollments | Reuse | Link to CRM deals for Group Training service category |
| Certificate | entity | User certificates | Leave Unchanged | Core product — do not modify |