Custom Model
A general and flexible initial CRM model, suitable for any type of business.

Who is the Custom Model for

The Custom Model is aimed at businesses that want a neutral and flexible starting point, without industry restrictions.

Service providing businesses
Commercial businesses
Startups & sales teams
Companies with customized processes

Initial objects created

By choosing the Custom Model, the application automatically creates the following objects.

Tasks
Contacts
Organizations
Customers
Opportunities
Projects
Notes
Events
Suppliers
Products
Quotes
Sales Orders
Invoices

How it helps in daily operations

The Custom Model allows you to organize the entire flow of your business, from the first contact with a customer, to sales, project implementation, and invoicing.

Contacts

Customers

Projects

Sales Orders

Build on your model

The Custom Model is just the starting point.

You can add new objects and fields and customize the application to your business needs.


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