PeopleResearch People
Sourced claims, roles, topics, time periods, and citations.
Native Research + CRM
Knowledge and relationships stay separate.
Research preserves what you know about a subject. CRM manages a relationship you intentionally chose to manage. X-Ray adds evidence without becoming the record owner.
Choose by intent.
A living person, an email address, or a company domain does not make a subject a CRM record. Use Research when you are learning; use CRM when you intend to manage the relationship.
OrganizationsResearch Organizations
Sourced organizational knowledge and citations.
CRM PeopleCRM People
Managed relationships, contact fields, owners, optional lifecycle, deals, and tasks.
CRM OrganizationsCRM Organizations
Managed accounts, related people, domains, deals, tasks, and owners.
Operator workflow
Create in the intended domain, inspect field authority and freshness, and use governed preview/apply flows for every boundary-crossing operation.
Create deliberately
CRM requires a relationship type. A commercial lifecycle is optional.
Link without copying
A counterpart link connects independent Research and CRM records and mutates neither record.
Preview changes
Conversion and import previews show exact proposed values, sources, validation issues, and duplicates.
Apply the receipt
Apply requires the exact owner-scoped handle, digest, confirmation, and idempotency key.
Agent workflow
Use the governed research_* tools for sourced subjects and crm_* tools for managed relationships. Raw Memory writes, path-shaped display names, email-only titles, and provider-shaped records fail the contract.
Link is not conversion
Counterpart linking copies no fields. Create-from-Research requires a preview that names every proposed value and source, followed by explicit apply. The Research record remains independently editable.
X-Ray is evidence, not authority.
CRM stays usable if X-Ray is locked or unavailable. When evidence exists, seven observed attribution models can inspect the same journey. Position based defaults to 40/20/40. Observed credit and customer-reported impact remain separate ledgers.
Observed journey
Consent-eligible sessions, touches, conversions, and revenue remain read-only evidence.
Reported influence
Survey answers remain labeled customer reports and never become tracked touchpoints.
Exact values
Every decision visual provides units, freshness, model context, and an exact-value table.
External providers remain unavailable.
Salesforce and Pipedrive have not passed the provider release contract. Stripe enrichment is unproven for this release. Native CRM exposes no provider connect or sync controls and does not depend on any of them.
| Capability | State | What works now |
|---|---|---|
| Native Research and CRM | Available | Governed Memory records, imports, quality, audit, counterpart previews, deals, and tasks. |
| Salesforce / Pipedrive sync | Unavailable | No public wrapper or setup continuation. |
| Stripe enrichment | Unproven | No frontend control or production claim. |