Modules

Feature documentation for all CRM modules

23 articles

organizations

Organizations Module: Complete Guide to Company Management

The Organizations module is the foundation of company and business entity management in your CRM. It allows you to store, organize, and manage all organizational contacts - from customers and prospects to vendors and partners.

individuals

Individuals Module: Complete Guide to Contact Management

The Individuals module is the foundation of contact management in your CRM. It allows you to store, organize, and manage all personal contacts - from customers and leads to vendors and employees.

tickets

Tickets Module: Complete Guide to Support Ticket Management

The Tickets module is your comprehensive service management solution for tracking, managing, and resolving customer support requests. Whether you're handling technical support or equipment repair cases, the Tickets module provides a complete workflow from ticket creation to resolution.

opportunities

Opportunities Module: Complete Guide to Sales Pipeline Management

The Opportunities module is your comprehensive sales pipeline management system for tracking deals, managing prospects, and closing sales. Whether you're managing B2B sales, tracking leads through the sales funnel, or forecasting revenue, the Opportunities module provides complete visibility into your sales process.

services

Services Module: Complete Guide to Service Catalog Management

The Services module is your comprehensive service catalog management system for creating, organizing, and pricing your service offerings. Whether you're managing consulting services, product offerings, or subscription-based services, the Services module provides a centralized catalog with multi-currency pricing and seamless integration.

sla

SLA Module: Complete Guide to Service Level Agreement Tracking

The SLA module is your comprehensive service level agreement management system for tracking, monitoring, and billing service commitments. Whether you're managing response times, tracking resolution targets, or billing for included hours, the SLA module provides automated tracking with business hours calculation and seamless billables integration.

tasks

Tasks Module: Complete Guide to Task and Activity Management

The Tasks module is your comprehensive task and activity management system for organizing work, tracking progress, and managing follow-ups across your CRM. Whether you're managing customer follow-ups, scheduling meetings, tracking calls, or organizing team activities, the Tasks module provides a centralized system for task management.

calendar

Calendar Module: Complete Guide to Event Scheduling and Management

The Calendar module is your comprehensive event management system for scheduling, organizing, and tracking calendar events. Whether you're managing meetings, scheduling appointments, organizing team events, or syncing with external calendars, the Calendar module provides a complete solution for event management.

pipeline

Pipeline Module: Complete Guide to Visual Sales Pipeline Management

The Pipeline module is your visual sales pipeline management system for tracking deals, analyzing performance, and forecasting revenue. Whether you're managing a sales team, tracking deal progression, or forecasting revenue, the Pipeline module provides a comprehensive visual representation of your sales pipeline.

notes

Notes Module: Complete Guide to Note Management

The Notes module is your comprehensive note-taking system for capturing, organizing, and sharing information across your CRM. Whether you're documenting customer conversations, recording meeting notes, maintaining internal documentation, or sharing knowledge with your team, the Notes module provides a flexible system with rich text support and seamless integration.

billables

Billables Module: Complete Guide to Transaction and Invoice Management

The Billables module is your universal source of truth for all transactional data across your CRM. Whether you're managing invoices, tracking billable items, calculating VAT, or handling multi-currency transactions, the Billables module provides a comprehensive system for financial management.

storage

Storage Module: Complete Guide to Cloud File Management

The Storage module is your secure cloud storage system for managing files, documents, and attachments across your CRM. Whether you're uploading customer documents, storing ticket attachments, managing opportunity files, or organizing business documents, the Storage module provides secure, organized file management.

aiden

Aiden Module: Complete Guide to AI-Powered CRM Assistant

Aiden is your AI-powered assistant for searching and managing your CRM data. Whether you're looking for specific information, analyzing business data, generating reports, or getting insights about your customers and sales, Aiden provides a ChatGPT-like interface with natural language queries and intelligent responses.

agreements

Agreements Module: Complete Guide to Contract and Agreement Management

The Agreements module is your comprehensive contract and agreement management system for creating, tracking, and managing legal documents. Whether you're creating contracts from opportunities, managing agreement templates, tracking digital signatures, or monitoring renewal dates, the Agreements module provides a complete solution.

performance

Performance Module: Complete Guide to Business Performance Tracking

The Performance module is your comprehensive business performance and system health monitoring system. Whether you're tracking business metrics, monitoring system performance, analyzing trends, or identifying areas for improvement, the Performance module provides insights into your business operations.

cms

CMS Module: Complete Guide to Content Management and Social Media

The CMS (Content Management System) module is your comprehensive content creation and social media management system. Whether you're creating blog posts, scheduling social media content, managing announcements, or optimizing content with AI, the CMS module provides a complete solution for content management.

google_calendar

Google Calendar Integration: Complete Guide to Calendar Synchronization

The Google Calendar integration provides seamless two-way synchronization between your CRM calendar and Google Calendar. Whether you're syncing events, managing multiple calendars, coordinating meetings, or accessing your calendar from anywhere, the Google Calendar integration ensures your events stay synchronized.

outlook_calendar

Outlook Calendar Integration: Complete Guide to Microsoft Calendar Synchronization

The Outlook Calendar integration provides seamless two-way synchronization between your CRM calendar and Microsoft Outlook Calendar. Whether you're syncing events, managing Exchange calendars, coordinating meetings, or accessing your calendar from Office 365, the Outlook Calendar integration ensures your events stay synchronized.

brreg

BRREG Integration: Complete Guide to Norwegian Business Registry

The BRREG integration provides seamless access to the Norwegian Business Registry (Brønnøysundregistrene), allowing you to search and import Norwegian organizations directly into your CRM. Whether you're looking up company information, importing organization data, or verifying business details, the BRREG integration ensures accurate, up-to-date organization data.

ai_integration

AI Integration: Complete Guide to AI-Powered Content Generation

The AI Integration provides powerful AI-powered content generation and optimization capabilities for your CMS module. Whether you're generating blog posts, optimizing content for SEO, getting content suggestions, or automating content creation, the AI Integration uses advanced AI to help you create high-quality, optimized content efficiently.

facebook

Facebook Integration: Complete Guide to Social Media Management

The Facebook integration provides seamless connection between your CRM and Facebook, allowing you to manage your Facebook page, schedule and publish posts, track engagement, and analyze performance. Whether you're managing your brand presence, scheduling content, or tracking social media performance, the Facebook integration helps you maintain an active and engaging Facebook presence.

instagram

Instagram Integration: Complete Guide to Visual Content Management

The Instagram integration provides seamless connection between your CRM and Instagram, allowing you to manage your Instagram business account, schedule and publish posts and stories, optimize hashtags, and track engagement. Whether you're building your visual brand presence, engaging with audiences, or tracking social media growth, the Instagram integration helps you maintain an active and engaging Instagram presence.

mailbox

Mailbox Module: Complete Guide to Email Management

The Mailbox module provides a comprehensive email management system that integrates with Gmail, Outlook, or email forwarding to automatically capture, store, and organize all email communications. Whether you're tracking customer communications, maintaining email history, or managing team emails, the Mailbox module ensures all your email communications are automatically captured and linked to the right contacts.