# Problem space (SME sales + service teams)

## Target market
Small-to-medium sales and service teams that need a lightweight, reliable way to keep customer data current, track work-in-progress, and ensure follow-ups happen.

## The job to be done
Help a team answer, quickly and consistently:
- Who is this customer and what do we know about them?
- What work or deal is in progress, and what stage is it in?
- What is the next action, who owns it, and when is it due?
- What happened last time we interacted (notes), and what should happen next?

## Core problems observed in typical SME workflows
### 1) Information is scattered and goes stale
Customer info and history often live across inboxes, spreadsheets, and personal notes. When someone is out, the team loses context and momentum.

### 2) Follow-ups are inconsistent
The work is not just “log the call”; it is “make sure the next action happens”. Without a simple tasks + reminders loop, opportunities/jobs stall.

### 3) Pipeline/status visibility is weak
Leaders and owners need a dependable snapshot of what’s in flight and what’s at risk, but updates are burdensome and hard to trust.

### 4) Sales and service work blend
In SMEs, the same customer relationship can include both selling and service delivery. Teams still need one shared customer record and a clear status model for work items.

## MVP scope boundaries (explicit)
In scope for the MVP:
- Authentication
- Contacts
- Companies
- Opportunities (work items/deals/jobs)
- Pipeline stages
- Tasks (follow-ups)
- Notes (interaction history)
- Dashboard (basic rollups)

Out of scope for the MVP (non-goals):
- Email sync, calendar sync, calling/SMS, live chat
- Marketing automation and campaigns
- Quotes, invoicing, payments, accounting integrations
- Document storage, e-signature
- Complex forecasting, territory, commissions
- Custom objects/workflows, scripting, automation rules
- Support ticketing, SLAs, field scheduling/dispatch optimization
- Data import/export tooling

## Why teams switch (minimum viable value)
The MVP must make it faster (and safer) to:
- Capture the current customer context
- Update a deal/job status in seconds
- Record an interaction note immediately
- Create and complete follow-up tasks
- See “what needs attention” in one dashboard view
