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[SIMCO-V38] feat: Actualizar a SIMCO v3.8.0 + cambios backend 
- HERENCIA-SIMCO.md actualizado con directivas v3.7 y v3.8
- Actualizaciones en modulos CRM y OpenAPI

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-10 08:53:05 -06:00
..
README.md [SIMCO-V38] feat: Actualizar a SIMCO v3.8.0 + cambios backend 2026-01-10 08:53:05 -06:00

README.md

MGN-015: CRM (Customer Relationship Management)

Descripción

Módulo de gestión de relaciones con clientes, incluyendo leads, oportunidades de venta y pipeline comercial.

Implementación Backend

Ubicación: /backend/src/modules/crm/

Servicios Implementados (4)

Servicio Descripción
leads.service.ts Prospectos/Leads
opportunities.service.ts Oportunidades de venta
stages.service.ts Etapas del pipeline
tags.service.ts Etiquetas para clasificación

Funcionalidades

  • Gestión de leads
  • Pipeline de oportunidades
  • Probabilidad de ganancia
  • Fuentes de leads (website, phone, email, referral, social media)
  • Razones de pérdida
  • Tags para segmentación
  • Seguimiento de equipos de ventas

Dependencias

  • MGN-017 (Partners): Clientes potenciales
  • MGN-011 (Sales): Conversión a ventas

Estado de Documentación

Artefacto Estado
README Básico
Requerimientos Funcionales Pendiente
Especificaciones Técnicas Pendiente
User Stories Pendiente

Complejidad: MEDIA

Módulo identificado durante sincronización docs-código: 2026-01-10