Modules

Modules included in Prebuild

The core of the prebuilt is the CRM Modules, which store data as records and serve as a repository. These modules enable different types of automation, streamline tracking, and support various functions depending on the specific module, each designed for a distinct purpose. Every other feature is associated with each module. Some modules are associated with other modules through lookup fields, so when you select a module, the associated modules are automatically selected as well. So the features installed on your projects will depend upon the prebuilt modules you have selected. For knowing more about the CRM modules click here.

These modules are designed for general purposes and are not industry-specific, allowing users to modify and customize them according to their industry requirements. This flexibility ensures that the modules can adapt to various business needs and operational workflows across different domains.

The above image displays the Prebuilt Modules that can be manually installed based on your project needs. These modules can be added during the onboarding process or later by clicking on the Install Prebuild Modules button in the Modular CRM page. You have the flexibility to install, configure, or remove these prebuilt modules at any time.