GTG CRM's CRM Module was created to thoroughly address that problem. It's the "heart" of the system, where businesses can store, nurture, and manage customers from A to Z. The module includes four main sections: Contacts, Company, Tasks, Invoices, and Orders.

Contacts

This section helps businesses manage each individual customer in detail, from basic information to advanced behavior.

You can manage:

• Basic information: Name, email, phone number, profile picture.
• Contact
• Care Status: Lead Status, Lifecycle Stage, Owner.
• Activity & Behavior: creation date, last contact, source (Facebook, landing page, etc.).
• Custom information: purchased products, event date, specific requirements, etc.

Companies

GTG CRM not only manages individual customers, but also stores company-level data – which is crucial for B2B businesses.

Key information:

• Company name, domain, brief description, industry.
• Annual revenue, number of employees.
• Geography: city, postal code, region, time zone.
• Connect with LinkedIn managers within the system.
• Date created, most recent activity, lead status.

Tasks

All customer-related tasks can be assigned and tracked directly within the CRM.

The task list is displayed:

• Task Title
• Type (To-do, Call, Meeting…)
• Contact/Company
• Deadline, priority level, person in charge
• Status (To-do, In Progress, Cancelled, Completed…)

Make tasks easy for team members.

Invoices

The CRM module also integrates features for managing revenue and accounts receivable.

Each invoice is stored as follows:

• Invoice number, product type, product list.
• Related customer, creation date.
• Total amount, currency type, payment status.
• Recipient information: name, phone number, address.

Call Center - A call center integrated directly into your CRM.

One notable difference is that GTG CRM integrates the Call Center directly into the CRM Module.

• Direct phone number integration: Businesses can link their hotline number to the system and make/receive calls directly within the CRM.
• Agent allocation: Calls can be assigned to individual agents, ensuring no customer is missed.
• Seamless connection with Contact & Company: When a customer calls, the system automatically displays their contact information, allowing staff to understand the details before speaking with them.

The call center is located right within the CRM.

As a result, call centers are not only a communication channel but also become a professional customer service tool, minimizing the risk of missing opportunities.

Custom Objects

Not every business is limited to just Contacts, Companies, Tasks, and Invoices. Each industry has its own unique characteristics: Spas need to manage treatment services, real estate needs to manage project listings, and training centers need to manage courses. This is why GTG CRM offers Custom Objects – an extended feature that allows businesses to create their own data tables according to their needs.

For example: A spa uses a Landing Page Builder to create a page introducing its beauty services. When a customer books an appointment through the integrated form, all booking information is saved directly in the Spa Services custom object. Here, the business can track everything:

• Service Name
• Service Category
• Creation date, last updated date
• Service Price
• Duration & Service Description

Efficient customer data management

This helps spa owners manage and schedule appointments efficiently, while seamlessly connecting with other GTG CRM modules such as Messaging (automatic confirmation/reminder messaging) or Invoices (generating invoices immediately after the service).

Conclude

With four core components – Contacts, Companies, Tasks, and Invoices – GTG CRM's CRM Module provides SMEs with a comprehensive yet streamlined customer management tool. Small businesses can track individual customer details, manage B2B partners, assign tasks transparently, and monitor revenue directly. All this is packaged in a single, easy-to-use platform optimized for growth.