CRM & communications
Company CRM
CRM is a separate module for leads, CRM deals, tasks, clients and pipelines. It can operate without a link to VORKO trade deals.
Where to find itHome → CRM
When the tile appears
The CRM tile may remain visible to an owner or manager even while the module is off; it opens the activation screen. Once enabled, access to CRM work depends on employee role and granted rights.
What is inside
The board shows leads and CRM deals across configured stages. Its menu opens clients, tasks, fields, stage settings and intake channels. These records belong to the company’s customer process.