Editions and modules¶
CRM-NG comes in three editions, and each adds modules for the parts of the business you run. On CRM-NG Cloud your plan decides which are available, and you switch them on or off under Settings → Modules.
The three editions¶
| Edition | What you get | Who it suits |
|---|---|---|
| Core | Clients, companies, leads, contacts, notes, tags, basic tasks, the Classic dashboard, the settings centre, the setup wizard with starter sets, permissions, the quote and invoice PDF engine, and the "email isn't sending" warning. | A business that wants an organised client list. |
| Pro | Everything in Core, plus CRM-NG Live (Modern or Classic look, light or dark), dashboard layouts, the record Explorer and saved searches, demo data, the activity trail, notifications and the module manager. Every module needs Pro. | A team that works in the CRM every day. |
| Enterprise | Pro plus the Enterprise module (passkeys and security keys, two-step sign-in, sign-in policies, lockouts and IP bans, the roles matrix, the full audit log, service accounts) and the Documentation Vault. | A firm with compliance needs, or an IT provider documenting client networks and passwords. |
Nobody is ever locked out by a licence or a switch
If a module is switched off or a licence lapses, its screens step aside and its data stays where it is. Stored passkeys, sign-in codes and vault records come back exactly as they were when the module is on again.
The modules¶
Switch modules on or off under Settings → Modules. A module that needs another (the Vault needs the Knowledge Base, Inventory needs Assets) asks for it first, and switching one off never deletes its data.
| Module | What it adds |
|---|---|
| Sales | Deals and the pipeline board, quotes and estimates, the Products & Services price list, discounts, prospects, vendors and referral partners. |
| Service Desk | Tickets, email intake, the service catalogue, service plans (Tiers or Memberships), response and resolution targets, time tracking and hourly rates. |
| Accounting | Invoices, payments, Stripe card payments and the books. |
| Assets | Asset records, warranties, network details and NetBox export. |
| Inventory | Serial-numbered units, stock on hand and reorder alerts. Needs Assets. |
| Project Manager | Projects with list, board and timeline views, dependencies, sprints, templates and files. |
| Marketing | Campaigns, segments, Lead Intelligence and email delivery reporting. |
| Web Integration & Portals | The client portal, lead and contact forms, the Service Wizard, the Service Explorer and online booking. |
| Knowledge Base | Staff, client and public articles, the structured editor, collections published on your website, Git sync and a quality score. |
| Document Manager | The document library, templates, e-signature and private file access. |
| Documentation Vault | Per-client IT documentation: typed items, encrypted passwords, runbooks with version history, relationships and expiry tracking. Needs the Knowledge Base. |
| Workflow | Classic automation rules and the visual Workflow Builder. |
| Custom Fields | Your own fields on records and the editable lists screen. |
| HR | Employees, time off, approvals, training, reviews and recruitment. |
| Live Notifications | The notification bell, the notifications page, chat channels and approve-from-email. |
| Enterprise | Sign-in security, the roles matrix, the full audit log and service accounts. |
| Onboarding | Onboarding journeys for customers, staff, contractors and vendors: templates by industry, questions that show when needed, steps by role with reminders, file requests, and answers applied to your records. Needs the Documentation Vault. |
| Client Lifecycle | A checklist for bringing a client on and for ending the relationship, with the documents every new client signs. |
| Client Health | A 0–100 health score per company with daily history, alerts when a client drops a band, and the account review. |
| Surveys | Ticket ratings, quarterly NPS and 95 ready-made business surveys, with scoring, follow-ups and survey workflows. |
| Compliance | Framework library and your own frameworks, client assessments with scoring, gaps that become tickets, and a printable report. |
| Renewals | Domains, SSL certificates, licences, warranties and subscriptions, with expiry alerts and renewal invoices. |
| Monitoring | Alerts from your monitoring tools become tickets on the right client. |
| Field Service | Technicians scheduled on site, phone check-in and check-out against the ticket, visits on the calendar. |
| Calendar | Everyone's calendar, team calendars and the events from other modules in one place. |
| Purchasing | Purchase orders: raise, approve, order and receive. |
| Phone & Text | Text clients from your business number and log calls and emails on the record. |
| Report Builder | Your own reports alongside the built-in ones. |
| Process Discovery | Finds repeated work and waiting and proposes workflows to handle it, then measures what they save. |
| AI | Ticket summaries, draft replies, client briefs and a chat over your own records. Off until an administrator adds a key. |
| Accounting Sync | QuickBooks Online or Xero: invoices go across, payments come back. |
| Intranet and Team Spaces | The staff home page, and a space for every department and team. |
| Mobile | The phone app at /app/. |
Choosing where to start¶
- Running a small office? Core, then Pro when the team works in it every day.
- A service business? Pro with Sales, Service Desk, Accounting and Web Integration & Portals covers a whole customer journey, from lead to paid invoice.
- An IT provider? Add the Documentation Vault and Assets, and Enterprise for sign-in security and the audit log.
Modules can be added later without migrating anything. Your records are already in place.
Cloud or self-hosted¶
Most teams use CRM-NG Cloud: we host your workspace at an address of your own and you sign in from any browser. CRM-NG is also available as a self-hosted edition for a WordPress site on your own server; see Self-hosted edition.