Overview
The CRM module is where you manage the relationship with each customer — from first enquiry through onboarding, day-to-day communication, and retention. It gives your team a shared view of every customer’s journey, with automation that keeps follow-ups happening without manual effort.
Sections
Boards
Kanban-style pipelines that move customers and opportunities through stages.
Opportunities
Individual deals and enquiries tracked as they progress through a board.
Proposals
Quotations and offers sent to customers, ready to convert into contracts.
Tasks
To-do items assigned to staff for onboarding, follow-ups, and operations.
Reminders
Automated messages triggered by dates and events in a customer’s record.
Documents
Files stored against each customer — contracts, IDs, agreements.
Message macros
Reusable message macros for consistent, fast communication.
Custom fields
Extra data fields you define for customers and other records.
Email accounts
Incoming email connections for the help desk and automated workflows.
How the pieces fit
A typical flow: an enquiry becomes an opportunity on a board, moves through stages, converts into a proposal, and once accepted turns into a contract. Tasks keep the human steps on track, reminders automate the outreach, and documents hold the paperwork.Related
- Operations — the customers the CRM works with
- Inbox — two-way customer messaging