brainX

Modules

1. General

The modular structure of brainX allows individual customization to the needs and processes of a company. Depending on the booked packages, up to 42 modules are available.

Note

Add-on packages are exclusively relevant in the brainX CRM version. In the brainX APP version, all modules are generally included.

2. Module Overview

The modules are organized thematically into the following areas:

  • Basic → Core modules for master data, communication and general system functions – included in every brainX version: Tasks, Reports, Services, Documents, Email accounts, Emails, Scheduled Actions, Contacts, Organizations, Recycle Bin, Products, Sync Conflicts, Appointments, Templates, Wiki
  • Sales (Package: Sales) → Modules for managing the entire sales process – from lead generation to closing: Assets, Sales Orders, Visit Reports, Deals, Leads, Partner, PBX Manager, Price Lists, Website Visits
  • Marketing (Package: Marketing) → Modules for planning and executing marketing activities: Email Marketing, Campaigns, Website Visits
  • Billing (Package: Billing) → Modules for complete processing of documents, orders and deliveries: Incoming Invoices, Purchase Orders, Extended Contracts, Credits, Vendors, Delivery Notes, Invoices, Cancellations
  • Service (Package: Service) → Modules for customer support, ticket management and time tracking: Contingents, Tickets, Timesheets
  • Projects (Package: Projects) → Modules for project planning and progress tracking: Projects, Project Milestones
  • brainX APP (exclusive to brainX APP) → Modules that are exclusively available in the brainX APP version: Controllix, Licenses, Contracts

The following sub-pages describe all properties, use cases and special functionalities of the modules: