Less Annoying CRM

1 Summary

LACRM serves as the authoritative client relationship management system and central hub for all client data, contact information, meeting tracking, and workflow automation. Receives automated updates from all booking platforms, email systems, and client interaction touchpoints.

2 Support Channels

3 Key Integrations

  • Meeting Platforms: Cal.com, Calendly, TidyCal booking data automatically synced every 4 hours
  • Email Tracking: Gmail interaction frequency and touch analysis feed engagement metrics
  • Client Onboarding: Google Forms responses trigger contact creation and lifecycle progression
  • Newsletter Management: Buttondown subscriber data synchronizes contact communication preferences
  • Webhooks: Slack notifications for ACAT status changes and pipeline progressions

4 Technical Implementation

  • Authentication: API Key (LACRM_API_KEY) with user code for legacy endpoints
  • API Endpoints: GetContacts, GetPipelines, GetPipelineItems, GetUsers, UpdateContact
  • Rate Limits: 1,000 requests per hour per account
  • Data Flow: Bidirectional sync - receive enrichment data, push computed client metrics
  • Automation: Referenced in processes: lacrm-sync, client-onboarding, contact-management
  • Custom Fields: Meeting frequency, email touch count, last portfolio review date

5 Data Processing

  • Contact Enrichment: Automated updates from meeting aggregation and email touch analysis
  • Pipeline Management: Client lifecycle tracking with automated stage progression triggers
  • Custom Field Updates: Meeting metrics, communication frequency, engagement scores
  • Duplicate Prevention: Email-based deduplication across all integrated contact sources
  • Schema Management: Dynamic field creation and validation against current API schema

6 Risk Notes

  • PII Management: All client personal information stored - must mirror custody records; audit monthly
  • API Access: Full account access via API key - secure credential storage critical
  • Data Consistency: Source of truth for contact data - automated sync failures create operational blind spots
  • User Access: Disable users immediately upon termination via admin console
  • Rate Limiting: API quota exhaustion impacts all automated workflows - monitor usage carefully

7 Operational Dependencies

  • Contact Index: Foundation system providing email-to-contact-id mapping for all integrations
  • Meeting Aggregation: Primary destination for normalized booking data from all scheduling platforms
  • Client Communication: Email engagement metrics inform relationship management strategies
  • Compliance Reporting: Portfolio review frequency tracking for regulatory requirements
Owner: Ops: Client Experience
Last reviewed: 2025-09-24
SLA: N/A
Controls: ?invalid meta type:ops_controls
Commit: 8f0c18729ae96125ef5caf6824600a75c4928c16