One customer record
Keep people, companies, notes, and touchpoints together so sales and ops share the same truth.
Base module · Launch
CRM Module — Contacts, pipeline, and activity in one place
Start with a clean CRM core — contacts, deals, and history — without paying for modules you do not use yet.
About the CRM module
Every ModulCRM workspace starts from the same place: the CRM module. It holds your contacts, companies, deals, and the history of every conversation, email, and meeting attached to them. Instead of forcing you to buy a full sales-and-marketing suite on day one, the CRM module ships with exactly what a small or growing team needs to run a disciplined pipeline — nothing you have to click past, and nothing you are billed for before you use it.
Because the CRM module is the base every other module builds on, contacts and companies created here become the shared record that Invoice, Booking, Subscriptions, and the industry packs all read from. When a member books a desk in the Coworking module, or a client receives an invoice, that activity shows up on the same contact timeline you already use for sales notes. You never have to reconcile two versions of the same customer across separate tools.
As your team grows, the CRM module grows with it through the Growth and Enterprise tiers — automation and workflows, marketing campaigns, integrations, omnichannel support, and eventually AI-assisted scoring and journey orchestration. But you only step up a tier on the CRM module itself, not on every module you have enabled. That is the core of the pay-as-you-go model: depth where you need it, simplicity everywhere else.
Migrating into the CRM module is deliberately unglamorous: import a spreadsheet or connect an existing tool, map fields once, and start working from day one rather than spending weeks on a rollout project. Role-based security is available from the very first tier, so a small team can already separate what a sales rep sees from what an admin sees, without waiting for an enterprise contract to unlock basic data governance.
Why teams choose CRM
The foundation of ModulCRM. Manage contacts, leads, pipelines, interactions, and reporting — then add only the modules you need.
Pipeline you can trust
Track leads and opportunities with clear stages, owners, and follow-ups.
Built to extend
Invoices, bookings, subscriptions, and industry packs attach to the same CRM entities.
None of this requires enabling any other module first. CRM is priced and tiered on its own, so a team can adopt it purely for what it does, and connect it to the rest of ModulCRM only when — and if — that becomes useful.
How CRM works
A typical path from setup to day-to-day use of the CRM module.
01
Import or add contacts
Bring in existing contacts and companies, or start fresh — each record keeps notes, tags, and interaction history in one timeline.
02
Build your pipeline
Define stages that match how you actually sell, then move leads through them with clear ownership and next steps.
03
Log activity automatically
Email integration and activity tracking capture calls, meetings, and messages against the right contact without manual data entry.
04
Add modules when ready
Turn on Invoice, Booking, Subscriptions, or an industry pack — they connect to the contacts and companies you already have.
Common use cases
CRM is used differently depending on the size and shape of the team running it, but these are the situations where it comes up most often.
- Sales teams that need pipeline without a bloated suite
- Operators who want CRM as the hub for billing and bookings
- Growing businesses that will add modules over time
Feature tiers
Each module is available in Basic, Growth, and Enterprise — so you pay for depth only where you need it.
Basic covers the core crm workflow end to end, so a small team can run on it indefinitely without ever touching a higher tier. Growth adds the automation, multi-location, and reporting depth that matters once that workflow starts to strain under more volume or more locations.
Enterprise is aimed at organizations that need crm to behave like core infrastructure — with governance, advanced integrations, and, in several modules, AI-assisted features layered on top of everything included at Growth.
Basic
Core essentials
- Contact management
- Lead & pipeline management
- Interaction & activity tracking
- Basic reports & dashboards
- Email integration
- Mobile access
- Role-based data security
Growth
Scale & automate
- Automation & workflows
- Marketing campaigns
- Integrations & API
- Omnichannel support
- Advanced analytics
- Sales forecasting
Enterprise
Governance & depth
- AI features & predictive scoring
- Journey orchestration
- Customizable low-code dashboards
- Enterprise security & governance
- Dedicated support
CRM frequently asked questions
Common questions about the CRM module.
- Can I use the CRM module on its own, without any add-ons?
- Yes. The CRM module works as a standalone contact and pipeline tool. Invoice, Booking, Subscriptions, and industry packs are optional — you enable them only when your business needs them.
- What happens to my data if I add a module later?
- Nothing is duplicated or migrated. Every other module reads and writes to the same contacts and companies already in your CRM, so enabling a new module simply extends what you can do with data you already have.
- Does the CRM module replace email or calendar tools?
- No. It integrates with email so messages and activity log against the right contact, but it is not a replacement for your inbox or calendar — it is the shared record layer that sits alongside them.
- Can I control who sees which contacts or deals?
- Yes. Role-based access is included even in the Basic tier, so you can restrict visibility by team, role, or record ownership as your team grows.
- Is the CRM module priced separately from add-ons and industry packs?
- Yes. Every module — including CRM — has its own Basic, Growth, and Enterprise tier, billed independently. You choose the tier that matches how advanced each module needs to be for your business.
- Can I import contacts from another CRM or a spreadsheet?
- Yes. You can import existing contacts and companies from a spreadsheet or another CRM export, map the fields once, and start working immediately rather than rebuilding your customer base by hand.
Related modules
ModulCRM works best when modules share the same contacts and accounts.
Get early access to CRM
Join the waitlist for ModulCRM updates and early pricing.