TopoloCRM

What It Is

TopoloCRM is the customer and pipeline management surface for contacts, companies, deals, tasks, real-estate-oriented records, and the SDR email inbox/control plane.

Architecture

CRM combines the application UI with a worker/backend surface that owns CRM data access, attachments, API key developer access, and the first-party auth/session integration path.

For SDR operations, CRM now owns live campaign, sequence, lead, and thread state while reusing the existing ticket conversation model for immutable email history.

Runtime Surfaces

See /systems/topolo-crm for the current runtime hosts and worker deployment surfaces.

API Reference

Use /reference/apps/topolo-crm and the generated OpenAPI surface for the current route and operation map. The canonical docs application now replaces the older repo-local integration, SSO, cookie-migration, and API handoff docs.

The SDR worker contract is exposed through /api/sdr/*, including control-plane CRUD, inbox reads, sendable-lead selection, pre-send guards, outbound/inbound/status ingest, and historical backfill endpoints.

The contact import flow supports broader CSV auto-mapping for common enrichment exports, including names, emails, direct and mobile phone numbers, company, title/seniority, department, education level, external IDs, external profile URLs, location fields, LinkedIn profile URLs, and company metadata such as website/domain, HQ phone/fax, founded year, employee counts/ranges, and industry. Contact import can also create missing companies from the same spreadsheet, enrich matched companies with mapped company fields, and optionally preserve the original CSV row as import provenance. When the CRM worker is configured with its Cloudflare AI binding, preview uses AI-assisted field suggestions before the user confirms mappings.

Auth and Permissions

CRM developer-key management is controlled through Auth-validated org and service permissions. Its browser session path now uses the shared Topolo cookie-refresh auth client instead of a CRM-specific refresh implementation.

Data Ownership

CRM owns its domain records, attachments, pipeline data, and the live SDR email control plane while relying on Auth for identity and scope validation.

OpenClaw remains the execution worker for SDR automation, but it now reads live state from CRM and writes all outbound, inbound, delivery, and suppression events back through CRM APIs.

Deployments

CRM ships with a backend worker surface and storage bindings documented in the generated handbook.

Failure Modes

• stale auth claims or missing admin permission on API key surfaces
• storage/binding misconfiguration
• route drift between UI and worker APIs

Debugging

Use /systems/topolo-crm for runtime and deployment detail, and /reference/apps/topolo-crm for the contract surface.

Change Log / Verification

• Made CSV import field pickers searchable on 2026-04-06 so users can filter the available CRM target fields while mapping spreadsheet columns
• Adjusted the CSV import preview layout on 2026-04-06 so wide spreadsheets no longer clip the mapping column and long sample values wrap inside the preview instead of being cut off
• Expanded CSV import auto-matching and AI-assisted field suggestions for common lead-enrichment exports on 2026-04-06, including selective new first-party contact/company fields, direct company creation from contact imports, and optional raw-row provenance capture
• Added CRM-owned SDR inbox/control-plane documentation for email operations and OpenClaw worker integration on 2026-04-01
• Moved companies onto soft delete semantics and aligned company dashboard/list reads to active rows on 2026-03-31
• Aligned the core dashboard contacts and deals totals with list semantics by excluding soft-deleted records on 2026-03-31
• Standardized TopoloCRM browser auth on the shared Topolo auth client on 2026-03-31
• Expanded canonical CRM coverage and retired repo-local CRM docs on 2026-03-30