CRM
Accounts, sales automation, service cases, and field service — closed-won deals bill through Accounting.
7 groups · 16 sections · 68 screens
Customers
Who you sell to, who you know inside them, and what they pay.
Relationships 3
Who knows whom, every touch, and what was agreed.
Pricing 2
Price lists, quantity breaks and category discounts — and one function that answers what a given customer pays for a given item.
Marketing & Pipeline
Everything before there is an order.
Prospects & Recruitment 3
Students and businesses before they are either. Converting a student prospect opens an SLCM application; a business one opens an account.
Marketing 4
Campaigns, events and the segments they aim at.
Broadcast 4
One composed message to the mailing list and every connected social channel at once.
Order to Cash
Quotation, order, delivery, shipment.
Selling 4
Quote to cash: quotation, order, delivery, shipment — each stamped with the location and warehouse it belongs to.
- QuotationsRead-only
- Sales OrdersRead-only
- DeliveriesRead-only
- Shipments
Service & Engagement
After the sale: calls, cases, field work, listening, and who is drifting.
Interaction Centre 8
Calls, chats and meetings with customers: the queues they wait in, who is available to take them, and what each one turned out to be about.
Service & Feedback 5
Front-line requests, consent, and what people tell you.
Social Listening 7
What is being said in public, and the closed loop that turns it into work: listen, interpret, correlate, prioritize, act, measure, learn. Accounts are connected under Platform → Social Accounts.
- Social Desk
- Social SignalsReport
- Social IncidentsReport
- Social ActionsReport
- Social OutcomesReport
- Social Model FeedbackReport
- Loop StatusReport
Engagement & Retention 4
Who is engaged, who is drifting, and what is being done about it.
- Engagement TrackingReport
- RetentionReport
- Intervention ManagementRead-only
- Yield ManagementReport
Compliance
The tax on what was sold, worked at the lowest jurisdiction that levies it.
Tax 6
Where this company is registered, what is due there, and the guided period run that computes it at the lowest jurisdiction that actually levies.
Reporting
Pipeline and the catalog behind it.
Reporting 3
Executive, management, operational and audit reporting over this module’s records.
- Reports & AnalyticsReport
- Predictive & PrescriptiveReport
- Pipeline ReportReport
More
Reachable by link 9
These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open.