Module Configuration
CRM Core
Core Customer Relationship Management entities, accounts, and contacts
Contacts & Directory
Rich contact cards, person catalogues, identity records, and household connections
Sales & Pipelines
Lead generation, sales pipeline stages, deal flows, and win/loss analytics
Product Catalogue
Configurable products, catalog tariffs, bundles, and provider mappings
Contracts & Policies
Contract life cycle, policy management, renewals, and signing status
Credit & Financing
Consumer credit, loan intermediary processes, scoring, and bank dossier submissions
Insurance Brokerage
Health, life, and property insurance policies, comparator rules, and insurer submissions
Financial Cockpit
Client budget analysis, assets & liabilities tracking, and financial health scorecards
Travel & Mobility
Travel insurance packages, flight/hotel bookings, and itinerary assistance
Document Management
Secure customer vault, identity proof files, DocuSeal integrations, and OCR indexing
Automations & Workflows
Trigger-based webhook pipelines, reminder dispatches, and multi-step task chains
Analytics & Reporting
Custom KPIs, conversion rate reporting, broker commissions, and workspace insights