CRM map

The CRM (Customer Relationship Management) Module within Huge ERP provides a centralised platform for managing customer interactions, sales opportunities, support requests, communication activities, and time-based services. It enables organisations to maintain stronger customer relationships by capturing and tracking all customer-related activities in a single system.

The module includes tools for managing sales leads, customer support tickets, reminders, bookings, contracts, document storage, email and SMS communications, and time logging. Integrated checklist management and workflow tracking help ensure that customer enquiries, support issues, and sales opportunities are handled consistently and efficiently.

The CRM Module is divided into five key areas:

Configuration – Defines CRM settings, interaction types, support configurations, checklists, contracts, email templates, and sales lead parameters.
Activity – Provides day-to-day operational functions including sales lead management, support ticket processing, reminders, bookings, customer communications, and expense recording.
Time Logging – Records and manages time spent on customer support, service activities, and billable work, with the ability to convert approved time into invoices.
Analysis – Offers search and document management facilities for reviewing customer information, reminders, and historical CRM records.
Reports – Delivers reporting and dashboard tools that provide visibility into customer activity, support performance, sales pipeline status, and operational workload.

By combining customer relationship management, service management, communication tracking, and time recording into a single integrated solution, the CRM Module helps organisations improve customer service, increase sales effectiveness, and maintain complete visibility of all customer-related activities.

Configuration

Menu Item	Explanation
Checklist Template Setup	Used to create and maintain checklist templates that can be reused for inspections, support processes, customer follow-ups, or internal procedures.
Checklist Groups	Allows checklist items to be grouped into logical sections, making checklists easier to manage and complete.
Checklist Questions	Used to create and maintain the individual questions or checklist lines that appear within checklist templates.
Interaction Types	Defines the different types of customer or user interactions that can be recorded, such as calls, emails, meetings, support contacts, or follow-ups.
Website Support Groups	Used to configure support groups that manage or respond to support requests submitted through the website or online support forms.
Website Support Forms	Allows setup and maintenance of online support forms used to capture customer support requests or enquiries.
Support Log Ticket Setup	Used to configure the settings, categories, defaults, or rules required for support log tickets.
Contract Maintenance	Allows customer contracts, service agreements, or support arrangements to be maintained and referenced within the CRM process.
Time Tracker Config	Used to configure the time tracking settings used for recording time against customers, support tickets, jobs, or CRM activities.
Sales Lead Setup	Allows setup of sales lead categories, sources, statuses, or other settings required for managing sales opportunities.
Email Templates	Used to create and maintain standard email templates for reminders, support replies, customer communication, sales follow-ups, or bulk mailing.

Activity

Menu Item	Explanation
Bookin	Used to create or manage bookings, appointments, scheduled visits, or planned customer-related activities.
Reminder	Allows users to create and manage reminders for follow-ups, tasks, customer actions, or important CRM activities.
Memo Search	Used to search for memos, notes, or recorded comments linked to customers, users, tickets, or CRM records.
Alert Search	Allows users to search for system alerts, CRM notifications, or flagged items that require attention.
User Dashboard	Provides a dashboard view of user-specific CRM activities, reminders, tasks, tickets, or key items requiring action.
Pre Inspection Checklist	Used to complete or review checklists before inspections, site visits, service work, or customer-related activities.
Sales Leads	Allows users to capture, manage, update, and follow up on potential sales opportunities or customer enquiries.
Support Request Search	Used to search for support requests raised by customers, users, or website forms.
Support Log Ticket	Allows users to create, update, and manage support tickets, including issue details, status, responsibility, and resolution notes.
Email Mailing List	Used to manage or select email mailing lists for customer communication, campaigns, notices, or bulk email messages.
SMS Mailing List	Used to manage or select SMS mailing lists for sending customer text notifications, alerts, or marketing messages.
Expenses	Allows expenses linked to CRM activities, customers, support work, or sales-related tasks to be recorded and reviewed.

Time Logging

Menu Item	Explanation
Time Tracker Clocks	Used to view or manage clocking records captured through the time tracker, including start and finish times.
Planned Timelog Schedule	Allows users to view or maintain planned time log schedules for future work, appointments, support tasks, or customer activities.
Time Logging	Used to record time spent on CRM activities, support tickets, customer work, or internal tasks.
User Time Logging	Allows time logs to be reviewed or entered for a specific user, supporting tracking of individual work activity.
Time Log to Invoice	Used to convert approved or billable time logs into invoice lines for customer billing.
Create Time Log	Allows users to manually create a new time log entry for work completed.
Quick Time Log	Provides a faster way to capture time with minimal entry, suitable for simple or repetitive time recording.

Analysis

Menu Item	Explanation
Reminder Search	Used to search and review reminders by customer, user, date, status, or activity type.
Document Management	Allows documents linked to CRM records, customers, support tickets, leads, or contracts to be stored, viewed, and managed.

Reports

Menu Item	Explanation
Report List	Provides access to available CRM reports, allowing users to review CRM activity, sales leads, support requests, time logs, and related information.
Dashboard Display	Displays CRM information in a dashboard format, giving users a visual overview of key activity, outstanding items, and performance indicators.

CRM Module

The CRM Module in Huge ERP is used to manage customer relationships, support requests, sales leads, reminders, communication lists, contracts, time logging, and related CRM activities. The module is divided into five main Menu Groups: Configuration, Activity, Time Logging, Analysis, and Reports. Configuration is used to set up the CRM structure and defaults, Activity manages day-to-day customer and support tasks, Time Logging records and processes time spent on activities, Analysis provides search and document management tools, and Reports gives users access to CRM reporting and dashboard views.