Customer Feedback Log¶

This document tracks customer feedback and how it shapes product decisions.

Southern Spechem — December 2024¶

Date: 23 December 2024
Attendees: Customer Stakeholders, Pebble Team

Decision	Impact
DMS is parked	Deduplication MVP on hold; revisit later
Priority shift to Email Orchestration	New MVP focus on Email Classification & Task Orchestration
CRM evaluation in progress	Odoo/Zoho under evaluation (not MS Dynamics)
ERP is dual-system	Focus RT (current) + Business Central (implementing)
Multi-entity structure	3 legal entities with separate GSTs and databases

Attribute	Detail
Business Type	Chemical distribution/manufacturing
Entities	3 legal entities with separate GSTs
CRM Status	Evaluating Odoo and Zoho CRM
ERP (Current)	Focus RT
ERP (Future)	Microsoft Business Central (implementation in progress)
Database Setup	Separate databases per entity

[!IMPORTANT] Core Need: Automate email triage and create tasks in CRM/ERP based on email classification.

Email Aggregation — Single inbox monitoring across sales, dispatch, and support mailboxes
AI Classification — Automatically route emails to CRM (sales enquiries) or ERP (dispatch, orders)
CRM Integration — Create/update leads in Odoo or Zoho from classified emails
ERP Integration — Create dispatch reminders and order follow-ups in Focus RT / Business Central
Task Tracking — Assign task IDs to emails for tracking and escalation

Document	Change
MVP Scope	Email Orchestration & Visual Kanban prioritized as Phase 1 (POC)
DMS MVP	Parked — original deduplication scope preserved for future (Archive-DMS)