Nexobiz Foundation Console

Phase 6 Business Modules

# CRM, projects, finance, inventory, documents, and reports

Introduce the first business data model that workflows, AI agents, communication, and mobile field teams can safely act on.

Business-ready
Customer-ready

## CRM

Workflow-linked

## Projects

Mobile-scannable

## Inventory

BIR-ready

## Finance

## CRM Foundation

customers
contacts
leads
pipeline_stages
activities

## AI Sales Command Center

lead_intelligence
pipeline_command
deal_risk_detection
quote_proposal_assist
follow_up_orchestration
sales_forecasting
win_loss_analysis
upsell_cross_sell_recommendations

## Project Foundation

projects
milestones
tasks
assignments
status_events

## AI Project Operations Center

project_planning
milestone_command
task_dependency_tracking
budget_cost_tracking
field_evidence_monitoring
customer_visibility_portal
delay_risk_detection
bottleneck_detection
scope_creep_detection
timeline_forecasting
ai_progress_reports
resource_recommendations

## Inventory Foundation

items
stock_locations
stock_balances
stock_adjustments
stock_movements

## AI Inventory Operations Center

warehouse_branch_vehicle_stock
project_material_allocation
field_team_stock_tracking
serial_batch_expiry_tracking
stock_reservation
physical_count_variance
demand_forecasting
reorder_recommendations
dead_stock_detection
loss_anomaly_detection

## Finance PH Compliance

vat_non_vat_profile
expanded_withholding_tax
compensation_withholding_tax
official_receipt_numbering
bir_form_2307_tracking
bir_form_2316_from_payroll
payroll_liability_posting
thirteenth_month_posting

## Document Controls

watermark_required
ocr_ready
signed_export
retention_policy

## Report Types

operations
crm
project
inventory
roi
audit

## AI Business Hooks

customer_summary
lead_scoring
document_summary
executive_summary
anomaly_summary

## Phase 6 Exit Gates

Phase 1 release gate
Phase 2 release gate
Phase 3 release gate
Phase 4 release gate
Phase 5 release gate
Phase 6 business validator
PH finance compliance validator
API route contract validator
Frontend production build
Signed release manifest
Smoke test