Standard CRM Modules

The CRM system provides a wide array of options for entering, processing, and displaying your business data, offering nearly limitless possibilities. It is crucial for you to determine which functions align with the specific needs of your business. The following sections will delve into the detailed procedures for data entry, as well as how the data is presented and managed within the CRM system. Additionally, we will explore the default modules and settings, allowing you to fine-tune the CRM system to better suit your requirements.