feat: Oracle CRM Page, Synthetic Client Data and Live Snapshot when hitting emotion hotpoint

.Agent Context/Sprint 1/CRM Modules-Abantika Recommendations.txt

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+1. Core CRM Modules (Foundation)
+
+*Contacts & Accounts
+Lead profiles (name, phone, email, company)
+Account/company hierarchy (parent-child companies)
+Interaction history (calls, emails, meetings)
+Social/profile linking (LinkedIn etc.)
+
+*Lead Management
+Lead capture (forms, imports, APIs)
+Lead assignment rules (auto/manual)
+Lead scoring (based on behavior)
+Lead status tracking (New → Qualified → Converted)
+
+*Opportunity / Deal Pipeline
+Deal stages (customizable pipeline)
+Deal value, probability, expected close date
+Activity tracking per deal
+Notes, documents, call logs
+
+2. Sales Execution Tools (Where revenue happens)
+
+*Activity Management
+Tasks, reminders, follow-ups
+Meeting scheduling + calendar sync
+Auto alerts (missed follow-ups)
+
+*Communication Tracking
+Call logging (manual + auto)
+Email integration (Gmail/Outlook sync)
+WhatsApp / SMS integration 
+
+*Sales Forecasting
+Revenue projections
+Pipeline health
+Stage-wise conversion rates
+
+3. Automation & Productivity
+
+*Workflow Automation
+Auto-assign leads
+Auto-send emails/messages
+Trigger actions based on events (e.g., “Lead inactive for 3 days → notify sales rep”)
+
+*AI Features (Modern CRM edge)
+Smart lead scoring
+Deal win probability
+Suggested next action (“Call this lead now”)
+Email reply suggestions
+
+4. Marketing Capabilities
+
+*Campaign Management
+Email campaigns
+SMS/WhatsApp campaigns
+Campaign performance tracking
+
+*Lead Nurturing
+Drip campaigns (automated sequences)
+Segmentation (based on behavior, demographics)
+
+5. Customization (Critical for scale)
+
+*Custom Fields & Objects
+Add custom data fields (e.g., “Budget”, “Property Preference” for real estate)
+Create custom modules
+
+*Custom Pipelines
+Different pipelines for different teams/products
+
+*Dashboard Customization
+Personalized dashboards for managers, reps, founders
+
+6. Reporting & Analytics
+*Sales performance reports
+*Conversion funnel analysis
+*Team performance tracking
+*Custom report builder
+*Real-time dashboards
+
+7.Team & Access Management
+
+*Role-Based Access Control
+Admin / Manager / Sales rep permissions
+
+*Team Collaboration
+Internal notes & tagging
+Deal collaboration
+File sharing
+
+