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Immens CRM Core Modules

Immens CRM Core is organized into 5 functional areas. Each area groups the modules accessible from the Immens CRM menu sections (hubs).

Contacts & Data

Module Guide
Contact Management Guide
Companies Guide
Team Guide
Tags Guide
Duplicates Guide
Custom Fields Guide
CSV Import & Export Guide

Sales

Module Guide
Deals (Opportunities) Guide
Pipelines Guide
Lead Scoring Guide
Sales Scripts Guide
Objections Guide
Proposals Guide
Contracts Guide

Marketing

Module Guide
Email Campaigns Guide
Email Templates Guide
Sent Emails (Log) Guide
Quick Emails (Drafts) Guide
Email Guard Guide
Web-to-Lead Forms Guide

Automation & AI

Module Guide
Automations Guide
Visual Workflow Builder Guide
Automation Logs Guide
AI Assist Guide
Live Chat & Chatbot Guide
Calendar & Meetings Guide

System & Integrations

Module Guide
Tasks Guide
Permissions (RBAC) Guide
Reports Guide
Management Guide
Addons & Marketplace Guide
Multi-Currency Guide
Mobile App (PWA) Guide
GDPR & Compliance Guide
WooCommerce Integration Guide
Google Integration Guide
Webhook Receiver Guide
Form Integrations Guide

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Studio Immens - Technical documentation