The CRM module is the customer database of Microbizz.

A company as seen below is composed of an object containing different information and relation to other objects i the system.

The essentials

Before you can start using the module, there is some configuration that needs to be in place.

The essential functions is:

  • Company types

Company types

Company types are used to categorize all your customers in different groups. 

This categorization will later be used for searching, filtering, price groups, and more

To learn more about creating and editing these company types, please see the following page: Company types.

Next steps

Now that you have learned about the basics of the company module, and are familiar with configuring the basics, you are ready to create and manage companies.