> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM

> An introduction to the CRM module — boards, opportunities, proposals, tasks, reminders, and customer communication tools.

## 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.

![CRM home](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/crm/crm-home.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=657121c1266076522eac2c586e505914)

## Sections

> **[Boards](https://learn.nexudus.com/platform/crm/boards.md)**
>
> Kanban-style pipelines that move customers and opportunities through stages.

> **[Opportunities](https://learn.nexudus.com/platform/crm/opportunities.md)**
>
> Individual deals and enquiries tracked as they progress through a board.

> **[Proposals](https://learn.nexudus.com/platform/crm/proposals.md)**
>
> Quotations and offers sent to customers, ready to convert into contracts.

> **[Tasks](https://learn.nexudus.com/platform/crm/tasks.md)**
>
> To-do items assigned to staff for onboarding, follow-ups, and operations.

> **[Reminders](https://learn.nexudus.com/platform/crm/reminders.md)**
>
> Automated messages triggered by dates and events in a customer's record.

> **[Documents](https://learn.nexudus.com/platform/crm/documents.md)**
>
> Files stored against each customer — contracts, IDs, agreements.

> **[Message macros](https://learn.nexudus.com/platform/crm/message-macros.md)**
>
> Reusable message macros for consistent, fast communication.

> **[Custom fields](https://learn.nexudus.com/platform/crm/custom-fields.md)**
>
> Extra data fields you define for customers and other records.

> **[Email accounts](https://learn.nexudus.com/platform/crm/email-accounts.md)**
>
> 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](https://learn.nexudus.com/platform/finance/contracts.md). **Tasks** keep the human steps on track, **reminders** automate the outreach, and **documents** hold the paperwork.

## Related

* [Operations](https://learn.nexudus.com/platform/operations/overview.md) — the customers the CRM works with
* [Inbox](https://learn.nexudus.com/platform/operations/help-desk.md) — two-way customer messaging


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.