// 07.crm

Modulo · CRM

Customers first. Every detail, every contact.

// what it can do

Contacts & companies

Complete customer records with history of every communication and interaction.

Deals pipeline

Visual pipeline of business cases — Lead, Qualified, Proposal, Won/Lost.

Activities

Record calls, emails, meetings and notes for every contact.

Invoice integration

CRM customers are automatically transferred to invoices — no double entry.

Filtering & search

Find any customer by name, company, ID or business case status.

CSV import

Move from Excel to CRM without manual entry — import in bulk.

Everything included

CRM included:

✓Contacts and companies with communication history

✓Deals in a visual pipeline

✓Activities: calls, emails, meetings, notes

✓Directory link with free registry lookup by company ID

✓Helpdesk and Tasks integration

✓Per-company permissions (multicompany)

// who it's for

Sales teamsAgenciesB2B companiesReal estate agencies

CRM module is for companies that want their customers organised — not in Excel and not in their heads.

// get started

We'll deploy it to your domain within 48 hours. No commitment.