Salesmate provides essential core modules such as contacts, companies, activities, and deals to cater to the general requirements of your businesses. These modules allow you to manage your customer interactions effectively. However, Salesmate goes a step further by offering "Custom Modules" to meet specific business needs.
These custom modules allow you to define and configure the fields you want to include using built-in custom fields functionality.
You can also check how the "Custom Modules" can be used: Use cases of Custom module
Now let's talk about How to Create Custom Module.
Note: Custom modules in Salesmate are account-specific and have limitations on the number of custom modules you can create, based on your subscription plan. It is available in Business and above Plans. For Legacy Accounts Custom Module is available from Boost and the above plans.
Please refer to Custom Module Plans and Limitations in Salesmate to get detailed information.