All modulesClient relationships
CRM
CRM gives teams a client-centered workspace for contact records, profiles, and customer dashboards. It connects customer context with the rest of the platform instead of isolating it in a separate system.
What it covers
Built around the real APIT admin surface
Manage customers, client profiles, dashboards, activity, and relationship context from the same business platform.
ClientsProfilesActivity
Core abilities
- CRM dashboard for customer activity
- Client list and client profile views
- Relationship and interaction context
- Reusable client data for finance, tickets, and operations
Common workflows
- Track customer records and profiles
- Review relationship history
- Connect clients to other platform workflows
Screenshots
Real product views from CRM
These images come from the generated APIT documentation screenshots and can be replaced later by DB-managed media.
Connected modules