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CRM module


CRM module (Customer Relationship Management system) is a workplace for sales manager and allows tracking contacts with customers or task management.

Main features of CRM module:

  • Managing contact  list for customers with contact info;
  • Managing planned appointments with customer using date, priority, appointment type, contact info, appointment goal and result;
  • Automatic user notification about upcoming appointments;
  • Tracking the status of appointment (planned, done, cancelled, expired)
  • Managing the task list per manager, using task type, start and end date, author and assignee, priority, forecast, notification conditions;
  • Automatic assignee notification about upcoming tasks;
  • Unlimited number of comments to the tasks;
  • Associated files for the task;
  • Automatic history tracking for the task.



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