What Are Modules?
Overview
Modules are specialized features in Piraja CRM that provide specific functionality. Instead of a one-size-fits-all approach, you can enable only the modules your business needs, creating a customized CRM experience.
Examples of Modules:
- Individuals: Contact management
- Organizations: Company management
- Tickets: Support ticket system
- Opportunities: Sales pipeline
- Services: Service catalog
- Billables: Invoice management
- Calendar: Event scheduling
- Aiden: AI assistant
Why Modules?
Flexibility
- Enable only what you need
- Reduce interface clutter
- Focus on relevant features
Scalability
- Add modules as you grow
- Adapt to changing needs
- Pay only for what you use
Customization
- Tailor CRM to your workflow
- Role-specific module sets
- Department-specific configurations
Two-Level Access System
Business Level (Business Administrators)
Controls:
- Which modules your business can access
- Business-wide module availability
- Overrides user preferences
Question: "Can my team access this?"
Access: Business administrators
Use Cases:
- Enable modules your team needs
- Disable modules not relevant to your business
- Control costs by limiting module access
User Level (Individual Users)
Controls:
- Which modules appear in your navigation
- Personal module visibility
- Individual preferences
Question: "Do I want to see this?"
Access: All users
Use Cases:
- Hide modules you don't use
- Customize your interface
- Focus on your role's modules
How It Works
Both levels must allow access for a module to appear:
Business Enabled → User Enabled = Module Visible
If either level blocks access, the module won't appear.
Managing Modules as a User
Personal Module Management
Access: Navigate to /modules or Settings → Modules
What You Can Do:
- Toggle modules ON/OFF for your view
- Hide modules you don't use
- Show modules you need
What You Cannot Do:
- Enable modules disabled by business admin
- Access unreleased modules
- Override business-level settings
When to Hide Modules
Hide modules when:
- You don't use them in your role
- They clutter your interface
- You want to focus on specific features
- They're handled by other team members
Example Scenarios:
Sales Team Member:
- Show: Organizations, Opportunities, Pipeline
- Hide: Tickets, Services, Billables
Support Team Member:
- Show: Tickets, Individuals, Notes
- Hide: Pipeline, Opportunities, Agreements
Manager:
- Show: Most modules for visibility
- Hide: Only specific integrations you don't use
Managing Modules as a Business Administrator
Business Module Management
Access: Navigate to /business/modules or Business Settings → Modules
What You Can Do:
- Enable/disable modules for entire business
- View module pricing
- Manage paid module access
- See module usage analytics
What You Cannot Do:
- Access unreleased modules
- Override system-disabled modules
- Affect other businesses' settings
Module Selection Guide
Essential Modules (Most Businesses):
- Individuals
- Organizations
- Notes
- Tasks
Sales-Focused:
- Opportunities
- Pipeline
- Agreements
- Organizations
Service-Focused:
- Tickets
- Services
- Billables
- Individuals
Productivity:
- Calendar
- Tasks
- Notes
- Storage
Integrations:
- Google Calendar (requires Calendar)
- Outlook Calendar (requires Calendar)
- BRREG (requires Organizations)
Best Practices
Enable Based on Need:
- Don't enable everything "just in case"
- Users can hide modules themselves
- Review module usage periodically
Consider Your Plan:
- Free plan has limited modules
- Pro plan includes more modules
- Enterprise plan has all modules
Think About Dependencies:
- Some modules require others
- Check dependencies before disabling
- Plan module combinations
Module Dependencies
Understanding Dependencies
Some modules require others to function:
Calendar Integrations:
- Google Calendar requires Calendar module
- Outlook Calendar requires Calendar module
- You cannot enable integrations without Calendar
BRREG Integration:
- BRREG requires Organizations module
- Used for importing Norwegian companies
- Only works with Organizations enabled
Dependency Rules
When Enabling:
- System checks dependencies automatically
- You'll see warnings if dependencies missing
- Cannot enable without required modules
When Disabling:
- Check if other modules depend on it
- Disabling Calendar disables all calendar integrations
- Disabling Organizations disables BRREG
Common Dependency Patterns
Base Module → Integration:
- Calendar → Google Calendar
- Calendar → Outlook Calendar
- Organizations → BRREG
Core → Advanced:
- Most modules work independently
- Some advanced features require core modules
Module Categories
Core CRM Modules
Customer Management:
- Individuals (Contact management)
- Organizations (Company management)
- BRREG (Norwegian business registry)
Sales & Revenue:
- Opportunities (Sales pipeline)
- Pipeline (Visual sales pipeline)
- Agreements (Contract management)
- Billables (Invoice management)
- Services (Service catalog)
Support & Operations
Customer Service:
- Tickets (Support tickets)
- Tasks (Task management)
- Notes (Documentation)
- Storage (File management)
Calendar & Communication
Scheduling:
- Calendar (Event management)
- Google Calendar (Integration)
- Outlook Calendar (Integration)
Communication:
- Communication (Multi-channel messaging)
Content & Marketing
Content Management:
- CMS (Content management)
- AI Integration (AI content)
- Facebook (Social media)
- Instagram (Social media)
Analytics & Intelligence
Business Intelligence:
- Performance (Business analytics)
- Aiden (AI assistant)
Plan Tiers and Module Access
Free Plan
Included Modules:
- Core CRM modules
- Basic features
- Limited users
- Community support
Module Limitations:
- Some advanced modules unavailable
- Limited integrations
- Basic functionality
Pro Plan
Included Modules:
- All core modules
- Advanced features
- More integrations
- Priority support
Module Access:
- Most modules available
- Advanced integrations
- Enhanced features
Enterprise Plan
Included Modules:
- All modules
- All features
- All integrations
- Dedicated support
Module Access:
- Unlimited module access
- Custom integrations
- Advanced security
Upgrading Plans
To Access More Modules:
- Review your current plan
- Check module requirements
- Upgrade if needed
- Enable new modules
Troubleshooting
Common Issues
Module Not Appearing:
- Check business-level: Is module enabled?
- Check user-level: Is module enabled for you?
- Verify your plan includes the module
Can't Enable Module:
- Business admin may have disabled it
- Business admin may have disabled it
- Your plan may not include it
- Check for dependencies
Module Disabled But Still Visible:
- May be cached, refresh page
- Check both access levels
- Verify you're checking correct level
Integration Not Working:
- Check base module is enabled
- Verify integration is enabled
- Check integration configuration
- Review integration setup guide
Getting Help
For Users:
- Contact business administrator
- Check Knowledge Base
- Review module guides
For Business Admins:
- Contact support
- Review plan limitations
- Check module documentation
Best Practices
For Users
Module Management:
- Hide modules you don't use
- Keep interface clean and focused
- Enable modules as you need them
- Review module visibility regularly
Role-Based Configuration:
- Sales: Enable sales modules
- Support: Enable support modules
- Management: Enable most modules
For Business Administrators
Strategic Enablement:
- Enable based on business needs
- Consider different departments
- Review module usage analytics
- Don't enable "just in case"
Cost Management:
- Understand plan limitations
- Enable only what you need
- Monitor module usage
- Optimize module selection
Team Communication:
- Communicate module changes
- Explain why modules are enabled/disabled
- Provide training on new modules
- Gather feedback from team