CMS Modules
Module-by-module view for company operations, excluding platform-admin internals.
Operational module map
Each module is designed to connect data instead of creating duplicate entry across teams.
CRM & Client Success
- Leads → customers → subscriptions → tickets
- Customer 360 with billing, CCTV, notes, and retention visibility
- Refer-a-friend capture for customer-driven lead growth
Revenue & Billing
- Invoices, recurring invoices, payments, daybook, ledger, trial balance
- Advance payment handling and payment link generation
- Utility bill tracking and due reminders
Operations & Field
- Tasks, tickets, field support, team assignments
- Multi-member teams so one task appears on every assigned staff dashboard
- CCTV installation and service execution workflow
HR & Workforce
- Departments, roster, attendance-device integration, leave
- Geo attendance and performance-linked visibility
- Future-ready warning and productivity metrics
Inventory & BOM
- Inventory register, labels, warranty, barcode, QR
- BOM draft → submit → approve → version → workflow generation
- Support for kits, reusable assemblies, and stock governance
Monitoring & Security
- NMS, collectors, alerts, login monitor, audit logs
- CCTV device cloud-connect and telemetry coverage
- Operational health visibility from one dashboard
Marketing & Templates
- Template Studio, broadcast center, WhatsApp bridge
- Visiting cards, staff ID cards, leaflets, communication templates
- Version history and reusable design packs
Support & Documentation
- Role-based support manual
- Owner booklet, legal policy links, support contact form
- Searchable operational runbook for teams
What owners should review first
CRM, billing, operations, inventory, and support are the highest-value modules for daily control.