The CRM app is for client and contact management and consists of multiple components that can be used together or separately or not at all:
 

Clients

Clients are businesses. You have the option of setting up Types of Clients and any other Custom Fields that are important to your business. To add a custom field, Add a category/section of fields and then add the wanted fields. The fields are standard text, radio button, check boxes, dropdown lists.There is a separate tab on the Custom Fields tab for entering the values for the field just created.

Contacts

Contacts are people.  The user that is adding the contact has the option of sharing this contact with groups (that the root admin has set up) or keeping it private. Note: a Root Admin will have access to all contact records regardless whether they are shared or not. Unclaimed Contacts are user records that have not been claimed as a contact by anyone.

User Lists

You can create lists of user emails, filtered by system parameters, to be downloaded and used in other applications such as an email blast. The lists are dynamic. Once a list is created, user emails will continually be added to the list(s) as long as they meet the criteria set in the filters.

Projects

The InfiPlex Project Management application makes it easy to manage all of your projects. When you add a project you have the option of associating it to a particular client. If you do that, then the client record will reflect the projects that have been associated to them as well. You can associate team members and/or other users to the project via the Users tab and then assign tasks to them. There is a task view that is a filter so a team member can see the tasks associated to them.  When making an update to a project, you have the option of emailing the associated Users a copy of the update which will provide a link back to that task, therefore the Project Emails Sent From field is required. This does not have to be an existing email account but will bounce if someone tries to reply to the email the system sends.

If you set the project to Track Time, each update to a task will have an opportunity to enter the time they spent on that task and a total for all tasks will be calculated in the Phase of the project.

Once a Project is saved you will have the option to add Phases for the project and add tasks to those Phases.

Common Tasks is used to build a template of common tasks that can be added to a phase of a project so that they are easily added to a project.

User - Task View is a filter an admin user can use to find tasks associated to them.  There is also a User Task View on the user side of the site.

Support Tickets

Our Support Ticket Application offers an ideal way to manage online support for your clients. It offers a full set of features to help you manage support with your clients. For the details on Support Tickets, read more.