BRD Section 4 • Complete Functional Modules
16 Comprehensive CRM Modules Built for Scale
Explore every feature engineered to manage customer relationships, sales pipelines, quotations, invoices, tasks, and business reports.
Module 01
Dashboard Overview
- Total Customers & Total Leads KPIs
- Active Deals & Sales Revenue Trackers
- Pending Tasks & Upcoming Meetings
- Support Tickets & Activity Timeline
- Business Charts & Monthly Performance
Module 02
User Management
- Create, Edit & Delete Users
- Activate / Deactivate User Accounts
- Assign Role-Based Access Control
- Super Admin & Executive Permission Matrix
Module 03
Customer Management
- Add, Edit & Delete Customer Profiles
- Company Information & Contacts
- Customer Notes & Communication Log
- Historical Customer Purchase Log
Module 04
Lead Management
- Create, Assign & Track Leads
- Lead Status: New, Contacted, Qualified, Won, Lost
- Lead Source Attribution
- Follow-up Schedule & One-Click Conversion
Module 05
Deal Pipeline Management
- Visual Pipeline & Stage Progression
- Deal Value & Probability Calculation
- Expected Closing Date Tracking
- Assign Executive & Stage Notes
Module 06
Contact Management
- Multiple Contacts per Customer
- Phone Numbers & Direct Emails
- Job Titles & Designations
- Unified Communication History
Module 07
Task Management
- Create & Assign Tasks
- Due Date & Priority Matrix
- Task Reminders & Status Updates
Module 08
Calendar & Meetings
- Schedule Client Meetings
- Meeting Reminders & Calendar View
- Meeting Notes & Action Items
Module 09
Communication Management
- Email History & Call Logs
- Meeting History & Internal Notes
- Customer Communication Timeline
Module 10
Product & Service Catalog
- Product / Service Catalog
- Categories & Pricing Tiers
- Tax Calculation & Product Status
Module 11
Quotation Management
- Create & Edit Quotations
- PDF Generation & Instant Emailing
- Quotation Approval Workflow
Module 12
Invoice Management
- Generate Tax Invoices
- Payment Status (Paid, Pending, Overdue)
- Due Date Tracking & PDF Download
Module 13
Support Ticket System
- Ticket Creation & Assignment
- Priority (High, Medium, Low) & Status
- Customer Reply Timeline & Resolutions
Module 14
Reports & Analytics
- Sales & Lead Conversion Reports
- Revenue & Customer Growth Analytics
- Employee Performance Leaderboard
Module 15
Notification System
- New Lead & Task Reminders
- Meeting Reminders & Deal Updates
- Invoice & Payment Alerts
Module 16
System Settings
- Company Details & Currency Config
- Email Service Configuration (Brevo)
- User Permissions Matrix & Notifications