Platform · Shipped
Niche CRM — sweep-fed company-master (account layer)
Turns the JobFrame niche sweep (company→live-ATS-board resolution + clustered postings) into a queryable company database inside the company-intelligence company-master. Each swept niche is a list; each company a member carrying its ATS board, niche(s), role-focuses, and postings-derived intel (locations, observed comp bands, sample URLs, hiring velocity). 447 companies / 42 niche lists / 540 memberships loaded 2026-07-07 (company-master 136→563). Idempotent, attributed (source=jobframe-niche-sweep), auto-refreshed after every sweep. Account layer — named contacts need the PDL/Smartlead enrichment (PORTFOLIO-2 dependency).
- Cluster
- Platform
- Type
- data
- Status
- Shipped
- Used by
- people-analytics-toolbox, peopleanalyst-site
Maturity evidence
- Functioning
- Loaded to prod 2026-07-07; verified counts + fintech cohort query + Chime enrichment record; auto-refresh tested end-to-end (sweep→loader fires; --no-load skips).
- Valuable
- The account list + market intel (board/location/comp/velocity per niche) that PORTFOLIO-2 sells against; free market comp for the benchmark flywheel (PAT-CRM-COMP-FLYWHEEL).
- Understood
- docs/company-intelligence/NICHE-CRM.md (pipeline + data model + roadmap + query examples); session report 2026-07-07.
- Integrated
- Built on the company-intelligence spoke ingest() (reuse, not a parallel CRM); auto-wired into the niche-campaign sweep, fail-soft.
How to use it
- REST
- via company-intelligence spoke (POST /ingest; GET /companies; GET /cohort)
- MCP
- company-intelligence.companies.search · company-intelligence.cohort.get · company-intelligence.cohort.compare
- CLI
- scripts/load-niche-crm.ts (--commit); auto-run by scripts/jfm-harness/niche-campaign.mjs
- Data
- company_intelligence.{companies,company_lists,company_list_memberships}
Other Platform capabilities
- Comp audit self-serve — CSV intake, free validate, commerce-gated watermarked run (HO-155)
- Gift pass — gifted ownership on the entitlement store (magic-link claim)
- JobFrame canonical Job Family × Focus × Level taxonomy + classifier
- SMB pay-system wizard — chocolate/vanilla over the pay-system catalog
- Support channel — portfolio-wide /support form → ticket store → operator email
- Ask-your-data — generalizable NL→rank→tier→cite spoke (HO-378)
- Diagnostic acquisition — next-best-ask over a live hypothesis set
- Executive-Priorities Elicitation Instruments (static catalog)
Capability detail sourced from the People Analytics Toolbox capability feed (source of truth), snapshot retrieved 2026-07-23.