Introduction

wolkvox CRM is a platform designed to manage customer relationships and optimize various business processes. Its structure is based on a series of default modules that cover the most common areas of an operation, such as sales, customer service, and project management. Additionally, the platform offers the flexibility to create custom modules and campaign-type modules to adapt to the specific needs of any business. It also features functional sections that allow users to perform specific activities and access key tools for their work.

wolkvox CRM Modules

wolkvox CRM is composed of a series of default modules and functional sections, each designed for a specific purpose. Below is a breakdown of the platform's main components:

Default Modules

Modules are the basis of data organization in wolkvox CRM. Each one focuses on a particular business area:

• Cases: Management of support tickets, customer inquiries, or incidents.    
• Accounts: Module for managing the companies with which your business has a relationship.    
• Contacts: Database of people with whom you interact.    
• Reports: Generation of detailed and analytical reports on the modules.    
• Dashboards: Visualization of key metrics and data through dashboards.    
• FAQ: Knowledge base for managing answers to common queries.    
• Products: Catalog of the company's products and services.    
• Quotes: Creation and tracking of quotes for customers.    
• Leads: Management of leads and prospects.    
• Opportunities: Tracking the sales process from a lead to a customer.    
• Forecasts: Tool for managing and projecting sales goals.    
• Collections: Module for managing and tracking the customer portfolio (debt collection).    
• Projects: Administration and control of internal or client-based projects.   

    Key Sections

In addition to the modules, wolkvox CRM has sections that enhance the platform's functionality. Their visibility in the left sidebar menu can be controlled through user profile settings.

• Activities: Recording and tracking of tasks, meetings, and calls.    
• Notes: Section available in each record of every module to add important comments.    
• Outbox: Management of outbound emails and communications with customers.    
• Managements: History of all managements (interactions) associated with the Collections module.    

Custom and Campaign Modules

In addition to the default modules, wolkvox CRM offers the possibility of creating modules tailored to the needs of your operation:

• Custom modules: Allow you to create a unique data structure to handle information that does not fit into the default modules.    
• Campaign-type modules: Designed to manage and track specific marketing or telemarketing campaigns, facilitating the recording and analysis of results.