brainX

brainX - Base Package and Add-on Packages

Package: BRAINX.CRM

Note

The following description of "brainX Base Package and Add-on Packages" applies only to the CRM version "brainX CRM". In the CRM version "brainX APP", all packages are included by default.

1. General

In addition to the base package, the CRM version "brainX CRM" offers the option to add further packages. These add-on packages provide extended functions and features as well as modules specifically tailored to individual requirements. They can be selected and booked as needed to adapt brainX to your internal processes.

2. brainX Packages

For the CRM version "brainX CRM", five add-on packages are available in addition to the brainX base package.

Base Package

  • BASIC

Add-on Packages

  • SALES
  • MARKETING
  • BILLING
  • SERVICE
  • PROJECTS

Please refer to the following table overviews for information on which additional modules and extended functions and features are included in which packages.

In addition, each page of the handbook indicates which packages contain the described features, integrations and modules.

Note

Add-on packages can be booked individually or in combination to use extended functions and features as well as additional modules.

2.1. Module Overview by Package

Overview of which modules are included in which packages:

BasisSalesMarketingFakturaServiceProjekte
Assets
Tasks
Orders
Reports
Connect
Visit Reports
Deals
Services
Documents
Email Marketing
Email Accounts
Emails
Incoming Invoices
Purchase Orders
Supplements
Scheduled Actions
Credits
Campaigns
Contacts
Contingents
Leads
Vendors
Delivery Notes
Organisations
Recycle Bin
Partner
Price Lists
Products
Projects
Project Milestones
Invoices
Dashboard
Cancellations
Sync Conflicts
Appointments
Tickets
Timesheets
Contracts
Templates
Website Visits
Wiki

2.2. Features Overview by Package

Overview of which extended functions and features are included in which packages:

BasisSalesMarketingFakturaServiceProjekte
System Automation
User Management
Multi-tenancy
Variable Required Fields
GDPR
Layout Editor
Birthday Appointments
Language Editor
Change Tracking
Tax Settings
Currency Settings
Interface (REST API)
Recommendations
Subscribe
Mail Server
Zapier
Theme Customisation
CSV Import/Export/Update
Multilingual Support
Geodata Retrieval
Tags
Comments
SnapADDY
Digital Signature
Digital Assistant
SalesViewer
ZUGFeRD (XRechnung)
DATEV
DATEV pRAP
Dunning
MS Office365 Functions[1]
Time Tracking (Clockodo)
Jira Service Management
Jira
Payment Processing

[1] MS Office365 functions include:

  • Microsoft Exchange integration
  • Microsoft Teams integration
  • Microsoft SharePoint integration