GTG CRM's CRM Module was created to completely solve that problem. This is the “heart” of the system, where businesses can store, nurture, and manage customers from A to Z. The module includes 4 main parts: Contacts, Company, Tasks, Invoices, and Orders. Contacts This section helps businesses manage each individual customer in detail, from basic information to advanced behavior. You can manage:

• Basic information: Name, email, phone number, profile picture.
• Contacts
• Care status: Lead Status, Lifecycle Stage, Owner.
• Activity & Behavior: creation date, last contact, source (Facebook, Landing page…).
• Custom Information: purchased products, event dates, specific needs…

Companies

GTG CRM not only manages individual customers, but also stores company-level data - crucial for B2B.

Key Information:

• Company name, domain, short description, industry.
• Annual revenue, number of employees.
• Geography: city, postal code, region, zone hours.
• Connect LinkedIn, managers in the system.
• Creation date, last activity, lead status.

Tasks

All customer-related tasks can be assigned and tracked directly in the CRM.

Task list displayed:

• Task title Task
• Type (To-do, Call, Meeting…)
• Related parties (Contact/Company)
• Deadline, priority, person in charge
• Status (To-do, In Progress, Cancelled, Completed…)


Creating tasks for team members easily Invoices

Invoices

The CRM Module also integrates revenue and accounts receivable management features.

Each invoice stores:

• Invoice number, product type, product list.
• Related customer, creation date.
• Total amount, currency type, payment status.
• Recipient information: name, phone number, address.

Call Center - Call center right in CRM

A notable difference is that GTG CRM integrates Always Call Center Into CRM Module.

• Direct Phone Number Integration: Businesses can link hotline numbers to the system, making/receiving calls directly in CRM.
• Agent Assignment: Calls can be assigned to individual employees, ensuring no customer is missed.
• Seamless Connection with Contact & Company: When a customer calls, the system automatically displays their contact information, helping employees understand the information before speaking.


The Call Center is located right within the CRM

Therefore, the Call Center is not only a communication channel but also becomes a tool for professional customer care, minimizing the risk of missing opportunities.

Custom Objects

Not every business stops at Contacts, Companies, Tasks and Invoices. Each industry has its own specifics: Spas need to manage treatment services, real estate needs to manage project listings, and training centers need to manage courses. This is why GTG CRM provides: Custom Objects - an extension feature that allows businesses to create their own data tables according to their needs. (p) For example: A spa uses a Landing Page Builder to create a page introducing its beauty services. When customers book an appointment through the integrated form, all booking information will be saved directly in the custom object: Spa Services. Here, businesses can track everything:

• Service Name
• Category
• Creation Date, Last Updated
• Price
• Service Description Duration & Detailed Description


Compact Customer Data Management

This helps spa owners manage and schedule appointments effectively, while seamlessly connecting with other GTG CRM modules such as Messaging (automatically sending confirmation/reminder messages) or Invoices (creating invoices immediately after the service).

Conclusion

With 4 core components - Contact, Company, Task, and Invoice - the CRM GTG CRM module provides SMEs: A comprehensive yet streamlined customer management tool. Small businesses can track individual customer details, manage B2B partners, assign tasks transparently, and monitor revenue directly. All this is contained within a single, easy-to-use platform optimized for growth.