CRM Overview

The CRM module is Expedify's comprehensive system for managing all your customer relationships in one place.

Architecture

┌─────────────────────────────────────────────────────────────┐
│                       EXPEDIFY CRM                           │
├─────────────────────────────────────────────────────────────┤
│                                                              │
│  ┌─────────────┐    ┌─────────────┐    ┌─────────────┐     │
│  │  Contacts   │◄──►│  Companies  │◄──►│    Deals    │     │
│  │             │    │             │    │             │     │
│  │ • Profile   │    │ • Details   │    │ • Pipeline  │     │
│  │ • Timeline  │    │ • Contacts  │    │ • Value     │     │
│  │ • Custom    │    │ • Deals     │    │ • Stage     │     │
│  └──────┬──────┘    └─────────────┘    └──────┬──────┘     │
│         │                                      │            │
│         ▼                                      ▼            │
│  ┌─────────────┐                       ┌─────────────┐     │
│  │    Tasks    │                       │    Notes    │     │
│  │             │                       │             │     │
│  │ • Due date  │                       │ • Rich text │     │
│  │ • Assignee  │                       │ • Mentions  │     │
│  │ • Priority  │                       │ • AI search │     │
│  └─────────────┘                       └─────────────┘     │
│                                                              │
└─────────────────────────────────────────────────────────────┘

How Records Connect

At a glance, CRM records form a simple hierarchy:

Company
   └── Contacts (employees)
        └── Deals (opportunities)
             └── Tasks (follow-ups)

Modules

Module	Description
My Space	Custom data modules tailored to your business
Contacts	Individual people you interact with
Visitors	Website visitors and anonymous leads
Companies	Business accounts and organizations
Deals	Sales pipeline and opportunity tracking
Tasks	To-dos and follow-up reminders
Products	Product catalog and pricing
Payments	Payment schedules and tracking
Forms	Lead capture and data collection forms

Key Features

• 360-degree view: See all interactions in one place
• Custom fields: Add fields specific to your business
• Smart segments: Dynamic grouping based on criteria
• Activity timeline: Complete history of interactions
• Bulk operations: Import, export, and mass updates
• Automation triggers: Trigger workflows on CRM changes

List Views

• Sort and filter records
• Customize visible columns
• Bulk actions on multiple records
• Export to CSV

Detail Panels

• Full record information
• Activity timeline
• Related records
• Notes and attachments

Pipeline Views

• Visual deal stages
• Drag-and-drop movement
• Stage-based automation

Getting Started

1. Add your first contact
2. Import existing data
3. Set up your companies
4. Create your deal pipeline
5. Organize with tasks
6. Create segments

Related Guides

• Creating Forms - Capture leads automatically
• Using My Space - Custom data modules
• Tracking Visitors - Website visitor tracking