Planning Features - vietnam-devs/crmcore GitHub Wiki

Prospect features

  • Tracks contacts, relationships, and activities.
  • Contacts, relationships, and activities are all fieldable entities, meaning you can add as many custom fields as you want.
  • The user synchronization module allows administrators to tie contacts to user accounts.
  • The match module allows administrators to define rules for how duplicates are located in the system and provide a flexible framework for building customized identification schemes.
  • The report module provides a centralized location for storing reports related to contacts.
  • A variety of bulk operations for merging contacts, putting people into households, sending messages via email, and the like.