CRM & ERP Platform Modules
A comprehensive list of modules for Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems, categorized by industry focus.
🏗️ Core Operational Modules
These modules form the backbone of modern CRM and ERP systems.
- Tasks & Kanban: Enterprise task management, visual kanban boards, prioritization, and status workflows.
Recommended - Notes & Collaboration: Real-time notes, comments, @mentions, and co-authorship on entities.
Recommended - Approvals & Workflow: Custom approval routes, SLA management, and automated status transitions.
Recommended - Organizations & Multi-Tenancy: Robust workspace/tenant isolation and data management at the organizational level.
Recommended - Admin Dashboard (Back Office): Deep CRUD control, roles/permissions, system settings, and audit trails.
Recommended - Analytics & Reporting: Dynamic KPI dashboards, event tracking, and complex data exports.
Recommended - 3rd Party Integration: Bi-directional data sync, webhooks, and enterprise OAuth management.
Recommended
🏢 Industry Specific Add-ons
FinTech
- Payments: Payment gateways, reconciliation, and transaction status monitoring.
Recommended - Wallet: User wallets, multi-currency support, and fund management.
Recommended - Transactions History: Full audit trails, logs, filters, and financial exports.
Recommended - KYC/KYB & Compliance: ID verification and regulatory compliance workflows.
- Risk & Fraud Detection: Scoring rules, anomaly detection, and automated blocking.
Education
- Content Feed/Timeline: Student/staff activity feeds and updates.
Recommended - Quiz / Voting: Assessment tests, polling, and results analysis.
Recommended - Video Conferencing: Live webinars, classes, and recordings.
Recommended - Booking & Scheduling: Lesson scheduling and instructor availability.
Logistics
- Fleet & Tracking: Shipment routes, driver tracking, and last-mile management.
Recommended - Maps & Geolocation: Geocoding, address management, and routing.
Recommended - Route Optimization: Cost/time optimization for transportation routes.
Recommended - Delivery ETA: Real-time predictions and delay monitoring.
Recommended - Driver Management: Performance metrics, profiles, and assignments.
HR / Recruitment
- Applicant Tracking System (ATS): Hiring pipeline management and candidate stages.
Recommended - Resume Parser: AI-driven skill extraction and candidate ranking.
Recommended - Employee Onboarding: Workflow automation for new hires and asset provisioning.
- Booking & Scheduling: Interview scheduling and interview calendars.
Marketing
- Subscriptions & Billing: Recurring billing, plan management, and invoicing.
Recommended - Campaign Management: Multi-channel promotion creation and tracking.
Recommended - Lead Scoring: Evaluation rules, segmentation, and CRM synchronization.
Real Estate
- Property Listing: Property data management, media, and availability.
Recommended - Property Comparison: Feature analysis and comparison parameters.
Recommended - Property Search: Advanced filters and search results.
Recommended - Virtual Tours: 3D/VR tours and interactive media hosting.
- Mortgage Calculator: Loan estimates and affordability calculations.
Healthcare
- Patient Portal & EHR: Secure record access and medical record synchronization.
Recommended - Telemedicine: Video consultations and integrated healthcare chat.
Recommended - Booking & Scheduling: Appointment slots and patient calendars.
Recommended - Prescription Management: E-prescriptions and medication tracking.
- Lab Results Integration: Data import and results display.
Travel & Hospitality
- Maps & Geolocation: POIs and route planning for guests.
Recommended - Booking & Scheduling: Reservation management and calendars.
Recommended - Content Feed: Social activity and activity updates.
Recommended
⚙️ General Platform Modules
Standard modules included in most enterprise applications.
- User Management & Auth: SSO, 2FA, and secure account management.
Recommended - User Profile & Settings: Personalization, localization, and preferences.
- Notifications System: Multi-channel alerts (Email, SMS, Push).
- Product Catalog & Inventory: Attributes, categories, and stock management.
- Search & Filters: Global search and advanced discovery.
- Reviews & Ratings: Feedback moderation and aggregate scoring.
- Orders & Fulfillment: End-to-end lifecycle management.
- ChatBot Builder: Basic AI/flow builder for support.