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.
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 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.