Add comprehensive strategic design report for HotCRM plugin ecosystem expansion

[Copilot]

Description

Strategic planning documentation for transforming HotCRM into market-leading AI-Native CRM through plugin-based expansion. Analyzes current 65-object foundation (84% complete, 6 packages), identifies 20+ expansion opportunities across industry verticals and functional domains, proposes 6 critical architecture refactors, and projects $76M ARR from $2.8M 12-month investment (27x ROI).

Type of Change

• Bug fix (non-breaking change which fixes an issue)
• New feature (non-breaking change which adds functionality)
• Breaking change (fix or feature that would cause existing functionality to not work as expected)
• Documentation update
• Code refactoring
• Performance improvement
• CI/CD update

Changes Made

Core Documents (215KB total)

docs/STRATEGIC_DESIGN_REPORT.md (92KB, English)

• Current state: Deep analysis of 65 objects across 6 packages (@hotcrm/crm, marketing, products, finance, support, hr)
• Market analysis: Target segments (SMB/Mid-Market/Enterprise), competitive positioning vs Salesforce/HubSpot/Dynamics
• Industry verticals (12): Financial Services, Healthcare, Real Estate, Manufacturing, Professional Services, Retail, etc.
• Functional plugins (8): Analytics/BI, Project Management, Field Service, E-commerce, Event Mgmt, Social Media, LMS, VoC
• Architecture refactors (6): Multi-tenancy, Plugin Marketplace, Enhanced AI infrastructure, API Gateway, Event-driven, Search/Indexing
• 4-phase roadmap: Q1 Foundation ($400K) → Q2 Industry Verticals ($600K, $14.5M ARR) → Q3 Functional ($800K, $31M ARR) → Q4 Ecosystem ($1M, $30.5M ARR)
• Financial models, success metrics, risk mitigation, go-to-market strategy

docs/STRATEGIC_DESIGN_REPORT_CN.md (16KB, Chinese)

• Executive summary translation for Chinese stakeholders
• Condensed roadmap, financials, key findings

STRATEGIC_REPORT_SUMMARY.md (8KB)

• Quick-reference guide: 6-month targets, plugin highlights, immediate next steps
• Scannable tables for investment/returns by phase

Documentation Updates

docs/README.md

• Added strategic design reports to document index
• Updated navigation for CTO/strategic planning audience

README.md

• Added prominent link to strategic design report in header callouts

Testing

• Manual testing completed
• Unit tests pass (npm test) - N/A (documentation only)
• Linting passes (npm run lint) - N/A (documentation only)
• Build succeeds (npm run build) - N/A (documentation only)
• New tests added (if applicable) - N/A (documentation only)

Screenshots

N/A - Documentation changes only

Checklist

• My code follows the style guidelines of this project
• I have performed a self-review of my own code
• I have commented my code, particularly in hard-to-understand areas
• I have made corresponding changes to the documentation
• My changes generate no new warnings
• I have added tests that prove my fix is effective or that my feature works - N/A (documentation)
• New and existing unit tests pass locally with my changes - N/A (documentation)
• Any dependent changes have been merged and published

Additional Notes

Key Architecture Recommendations:

• Multi-tenancy (P0, 8-10 weeks): Tenant-per-schema pattern, quota enforcement, cross-tenant analytics
• Plugin Marketplace (P0, 6 weeks): Dependency resolution, versioning, billing integration
• Enhanced AI (P1, 6-8 weeks): Real ML models (SageMaker/Azure ML), A/B testing, SHAP explainability

High-Value Plugin Targets (Year 1):

• Financial Services: $5M ARR (KYC/AML compliance, portfolio mgmt, trade execution)
• E-commerce Platform: $12M ARR (store builder, cart, payment gateway, 1.5% transaction fee)
• Analytics/BI: $8M ARR (dashboard builder, NLP queries, AI insights)

Competitive Differentiation:

• AI-Native (100% object coverage vs competitor add-ons)
• Plugin modularity (pay-for-what-you-use vs monolithic pricing)
• Modern stack (TypeScript/ObjectQL vs proprietary languages)

Report ready for executive review, Series A materials, and Phase 1 technical spec development.

Original prompt

你是全球顶级企业管理软件和crm专家,我要打造全球最新最顶流最受欢迎的crm企业管理软件，扫描目前已定义的所有模块，考虑最终客户通过安装插件方式逐步扩展crm到的功能，针对crm客户潜在的业务功能需求和行业功能需求，编写详细的设计报告，对现有的功能进行重构，设计下一步需要深度编写的插件清单，注意只要写文档。

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Project	Deployment	Actions	Updated (UTC)
hotcrm	Ready	Preview, Comment	Feb 4, 2026 2:57am