Sometimes the standard predefined modules present in CRM do not always meet your requirement for managing data. What if your business must rely on a certain type of record for all its operations… but it’s not a contact, company, or deal? In such cases, you can use Custom Modules to suffice your business requirements.
Real-World Uses for Custom Modules
Shipping and delivery for e-commerce
Do you sell products online? Don’t add a bunch of new properties to your contact record to keep track of their shipping information: create a Custom Module instead.
You could integrate your e-commerce platform with Salesmate and have a designated Custom Module for individual shipping and delivery information. Storing this information in one place will make it much easier to refer back to when you need it.
Subscriptions for a SaaS company
Anyone who works on a subscription model should be very excited about Custom Module! By creating a Subscription object, you can bring in information from your SaaS platform about a customer’s overall subscription, their usage history, and more.
With the right setup, you’ll be able to pause or cancel a subscription, manage recurring revenue, and keep an eye on your churn rate, all within Salesmate.
Homes of a real estate agent
Real estate agents can Custom Module for houses or properties that they’re currently showing to store information like their square footage, number of rooms, and neighborhoods.
By associating Homes with interested Contacts, you’ll be able to create detailed segments of potential buyers based on what they’re looking for.
Points of contact in healthcare or education
What if a group of contacts is associated with each other, but not because they all work at the same company? Relationship objects, like points-of-contact, are commonly used by schools and healthcare providers to store crucial information without cluttering up a patient’s contact record.
For example, a home care provider could create an Emergency Contact Module or a Family Member Module and associate them with individual patients.
Vehicles in a car dealership
We can assume that a car dealership will use the default Contacts Module to manage its customers and leads. But how can it keep track of its most important asset, the vehicles?
With a Vehicles Module, dealerships can create properties to track the make and model, condition, mileage, and price. If they associate this module with contacts or deals, they’ll be able to track sales and report on what vehicles a potential customer is most interested in.
Pets at a vet clinic
The main client at a vet is the animal. But pets obviously don’t have their own contact information, and a single person could bring multiple ‘patients’ into the clinic. Vets can create a Pets Custom Module, separate from their owners, to track information and keep an eye on trends across animal types.
Contracts and vendor information
Does your company work with a lot of resellers? Do you require a contract for every new job you take on? With a custom Contracts module, you can manage complex contracts and always stay on top of the information in each.
Custom Modules don’t have to be static. In fact, they’re a great place to store information that is always changing! For example, if you regularly collect customer feedback, you could set up a Feedback Module and have it updated each time a comment is submitted. Associate it with a contact record to get a feel for how a customer’s perception of your brand is changing.