1. Holistic Client Management
In CENTRICO, the Clients (/customers) and Customers (/leads) interfaces are orchestrated as a single logical layer.
- Lead-to-Client Transition: When a “Prospect” moves to a “Client” status, the system triggers a cascade of updates across the Data Lake, enabling full commercial history tracking.
- Search Logic: Autocomplete indexing across multiple databases (
db_ai-loop_CRM_) to provide instant identity discovery.
2. Dynamic Contract Lifecycle
The Contracts module (/gestione-contratti) manages the legally binding side of the orchestration.
- Contractual Constraints: Active contracts are polled during the Planning phase to verify agreed-upon rates and service level agreements (SLAs).
- Automated Renewals: The system monitors
Termine_Disdetta(cancellation terms) and alerts the account manager via the Tasks module.
