Modules

Different by Design

Your CRM is made up of several distinct pieces, called Modules,  that work together to hold, manipulate and display your data.

Each module contains a different type of data file.  For example, the Accounts module has Name, Address, Phone#  etc.  The Meetings module has  Date, Time, Duration   etc.   The system "connects"  these two modules  to show you an appointment.  

 

 

Module Data
Accounts Name,  phone #'s,  address etc.
Contacts First & Last names,  phone #'s,  email
Leads First & Last names, Lead Source, 
Opportunities Name, Amount,  Due Date, Job Type, Roof Type, Company, Division
Calendar Able to display  Tasks, Meetings and Calls


Tasks Subject, Start date, Due Date, Status, Assigned To
Meetings Subject, Date,  Time, Duration, Status, Assigned To
Call Subject,  Date, Time, Duration,  Direction (Out/In), Status, Assigned To
Notes Subject, Description, Date, Assigned To
Documents