Modules
Organized by what you are trying to achieve
We group capabilities by the outcomes teams buy CRM for: revenue quality, operational throughput, financial clarity, service accountability, and controlled change.
CRM foundation
The customer record and revenue funnel every downstream process connects to.
- Leads, prospects, customers & companies
- Opportunities & pipeline ownership
- Activities, tasks & collaboration context
Commercial operations
For teams that sell configured or inventory-backed offerings—not generic deal tracking alone.
- Projects, units & pricing
- Campaigns & demand signals
- Reservations, sales & rentals (by tier)
Finance visibility
Customer-side collections and installment plans (separate from your crmtr subscription billing).
- Payment plans tied to sales
- Collections & aging awareness
- Multi-currency monetary context
Service & after-sales
Retention and reputation work stays on-platform—visible to sales and leadership alike.
- Complaints & case handling
- After-sales requests & handover
- Service tasks tied to customers
Workflow & approvals
Processes you configure with accountability—not one-size-fits-all status fields.
- Workflow engine & stages
- Approvals & branching (by tier)
- Operational handoffs across teams
AI-assisted communication
Contact Assistant accelerates drafting and follow-up using permitted CRM context.
- Assisted responses & drafts
- Policy-aware positioning
- Quotas & tiers listed in pricing
Reporting & governance
Visibility and control for serious buyers—not only end-user productivity charts.
- Dashboards & exports
- Role-based access
- Organization defaults: locale, theme, process templates