Modules
What is a CRM Platform module?
A module is a set of independent units that can be used to construct a more complex structure, in this instance glowt – the CRM Platform. Although modules add extra functionality, the system remains very easy to use.
What modules are available?
Tailor the core glowt CRM platform to your specific business needs utilising one or more of the modules available. The following modules are not exhaustive and can be “made-to-measure” to your specific business requirements.
Clients
Module • Included as standard
The clients module enables you to store details about your clients all in one central location.
- Company details
- Addresses
- Personnel contact information
Jobs
Module
Create, process and assign jobs seamlessly. This intuitive module organises jobs internally and also helps bridge communication between business and client.
- Simple drag and drop for easy job management
- Customisable templates for specific job types
- Attach files to jobs and progress logs
- Colour coded statuses
Human Resources
Module
Your virtual HR department. Tailor permissions for employees and employer.
The HR module allows users to submit and review sick days and holidays in just a few clicks. Not only this but the administrator has control over departments, management and employees in one place.
- Employee documentation, including contracts
- Review Employee history and statistics
Lead Generator
Module
This module generates leads effortlessly and converts potential prospects into clients.
- The lead generator module manages the whole quotation process.
- Giving you prompts along the way to ensure you follow-up on potential work.
Guides
Module
Create an easily accessible online knowledge base for your business.
- Create manuals, guides, policy and procedure documents for sharing
- With our handy editing tool, create guides which can be easily downloaded and printed with your company branding
Client Access
Module
Keep your clients informed and “in the loop”.
- Allows your clients to log in and view any details assigned to them
- Clients receive email notifications about updates
- Clients can view their quotations and invoices (module dependent)
- Manage user access to individual clients
Passwords
Module
Security is of the utmost importance, safely store all your client’s admin. in one area.
- Use glowt as a directory for your passwords
- Allow different team members varying access levels to information
- Encrypted and secure
- Strong password generation
Bespoke
Tailor make a module
We can tailor make modules to your business processes.
- 100% UK based coding and development
- Free consultation on your requirement
- All development and coding is conducted in-house, we do not outsource
- Full control of schedules