# Built-in CRM reference

How Trinity stores companies, contacts, deals, activities, segments, meetings, and snapshot leads as source-of-truth records.

Status: implemented
Version: latest
Review: source-backed

## CRM role

Trinity's built-in CRM is the source of truth for acquisition operations. HubSpot can be synchronized later, but the platform does not require a third-party CRM to prove revenue, contacts, deals, activities, or follow-up work.

| CRM object | Role in Trinity | Agent-safe use |
| --- | --- | --- |
| Company | Business account, domain, industry, fit context | Summarize target account and link contacts/deals |
| Contact | Person, email, role, source, relationship state | Draft outreach and track replies after policy checks |
| Deal | Opportunity, value, stage, owner, project/order links | Prioritize revenue and acquisition work |
| Activity | Calls, emails, notes, tasks, agent/operator actions | Build timeline without leaking raw secrets |
| Segment | Saved targeting or filtering logic | Let Hermes reason over bounded groups |
| Meeting | Scheduled conversation or handoff | Track conversion and next steps |

## Snapshot request path

Public snapshot requests can become CRM records in the owner-controlled Trinity Growth project. The request form collects only useful business context, uses honeypot rejection for bots, and routes promising leads into the same CRM/deal workflow Hermes can help operate.

| Request data | CRM target | Notes |
| --- | --- | --- |
| Work email | Contact | Used for follow-up and company matching |
| Business website | Company | Supports enrichment and qualification |
| Request message | Activity/deal note | Safe summary only; no secret values |
| Source page | Activity/source metadata | Proves where the lead entered |

## Proof links

CRM records should link to orders, revenue events, acquisition runs, drafts, approvals, ToolCalls, ModelDecisions, and artifacts where available. That link graph is what lets Trinity show a real acquisition loop rather than isolated CRM cards.

## Related pages

- [Revenue mode](/docs/concepts/revenue-mode)
- [Data Flow](/docs/data-flow)
- [Audit ledger](/docs/concepts/audit-ledger)


Source paths:
- `lib/autonomous_agency/crm.ex`
- `lib/autonomous_agency/crm/company.ex`
- `lib/autonomous_agency/crm/contact.ex`
- `lib/autonomous_agency/crm/deal.ex`
- `lib/autonomous_agency/crm/activity.ex`
- `lib/autonomous_agency/crm/segment.ex`
- `lib/autonomous_agency/tools/local_crm.ex`