GTG CRM's CRM Module was born to thoroughly solve that problem. This is the “heart” of the system, where businesses can store, care for and manage customers from A to Z. The module includes 4 main parts: Contact, Company, Task, Invoice and Order.

Contacts

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

You can manage:

• Basic information: Name, email, phone number, avatar.
• Contact
• Care status: Lead Status, Lifecycle Stage, Owner.
• Activities & behavior: creation date, last contact, source (Facebook, Landing page…).
• Custom information: purchased products, event dates, specific needs…

Companies (Companies)

Not only managing individual customers, GTG CRM also stores company-level data - very important for B2B.

Key information:

• Company name, domain, short description, industry.
• Annual revenue, number of employees.
• Geography: city, postal code, area, zone hours.
• LinkedIn connections, system managers.
• Created date, last activity, lead status.

Tasks

All customer-related tasks can be assigned and tracked right in CRM.

List of tasks displayed:

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

Invoices (Invoices)

CRM Module also integrates revenue and debt management features.

Each invoice stores:

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

Call Center - Switchboard right in CRM

A notable difference is that GTG CRM is integrated Call Center into CRM Module.

• Integrate direct phone number: Enterprises can attach hotline number to the system, make outgoing/incoming calls right in CRM.
• Agent allocation: Calls can be assigned to each employee, ensuring no customers are missed.
• Seamless connection with Contact & Company: When a customer calls, the system automatically displays the contact profile, helping employees grasp the information before chatting.

Therefore, the Call Center is not only a communication channel but also a professional customer care tool, minimizing the risk of missing opportunities.

Custom Objects

Not all businesses stop at Contact, Company, Task and Invoice. Each industry has its own characteristics: Spas need to manage treatment services, real estate needs to manage project listings, training centers need to manage courses. This is why GTG CRM offers Custom Objects - an extension that allows businesses to create their own data tables according to their needs.

For example: A spa uses Landing Page Builder to create a page introducing its beauty services. When customers book an appointment through the integrated form, all booking information will be saved immediately in the custom object Spa Services. Here, businesses can fully track:

• Service Name
• Service Category
• Creation Date, Last Updated
• Service Price (Price)
• Duration & Detailed Description (Service Description)

This helps spa owners manage and schedule appointments effectively, while connecting seamlessly with other GTG CRM modules such as Messaging (automatically send confirmation/reminder messages) or Invoices (create invoices immediately after the service session).

Conclusion

With 4 core components - Contact, Company, Task and Invoice - CRM GTG CRM's module brings SMEs a comprehensive yet streamlined customer management tool. Small businesses can capture customer details, manage B2B partners, assign transparent tasks and track direct revenue. All in a single, easy-to-use platform optimized for growth.