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.