ADMIN TOOLS
CRM comes packed with admin tools to customise, grow and automate your system to your needs
Easy-to-use click and drag customisations
Studio
Tweak your CRM and make it your own with Studio tools
Create & Edit Fields
Dropdowns, Text boxes, Dates and more!
Customise multiple layout views for users
Add new relationships between modules
Create new modules from scratch
Module Builder
Do you have a bespoke form or sheet you are using that doesn't fit with the normal CRM?
Module builder allows admin users to build brand new modules, deploy and connect them to existing modules in the CRM
5 Module Templates or blank
Customise with new fields and layouts
Deploy and relate to existing modules
Build new automation and reports for all custom modules
Automate your CRM
Advanced Open Workflow
Set the criteria for an action to automatically take place in the CRM
(For example: "Send an email to a contact on their birthday")
Set Conditions (Birthdate = Today)
Set Action (Send Birthday Email to Contact at 9:00)
Set Trigger (Daily Schedule check)
Get the right information out from the data inside
Advanced Open Reporter
The CRM reporter can collect data from multiple records and related records into one list set to your criteria
Add fields for layouts
Add conditions for filtering
Add charts to visualise data
Export to CSV and PDF
Set scheduled Reports for email sending to users and groups
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