Software it can replace¶
Bring more of your everyday software into CRM-NG.
Most businesses do not set out to maintain a long list of applications. They add a contact manager, then a project board, then a support inbox and a billing tool as the work grows. Eventually, keeping those systems in agreement becomes a job of its own.
CRM-NG brings those jobs into one application. A customer's contact details, support agreement, project work and invoices can stay connected, while staff use the same environment to manage documents, equipment and internal administration. Depending on the modules you enable and the features your team needs, it can take over work currently handled by several separate tools.
Customers, sales and membership¶
| Software you may use today | What CRM-NG brings together |
|---|---|
| CRM and sales pipeline software | Client and company records, leads, deals, follow-up tasks, notes and sales forecasts. |
| Membership and service-plan tools | Customer agreements with service levels, eligible discounts, included hours and portal access. Advanced customer segments separately group contacts by saved conditions for targeting and reporting. |
| Website and lead analytics | Visitor activity, traffic sources and lead attribution help you understand how website interest turns into an inquiry. |
Explore: CRM and sales · Membership benefits · Customer segments · Web and lead analytics
Projects, people and finance¶
| Software you may use today | What CRM-NG brings together |
|---|---|
| Project and task management apps | Projects, sprints, tasks, subtasks, dependencies, templates, time tracking and project billing. |
| HR administration software | Employee records, teams, leave, attendance, approvals, recruitment, reviews, training and skills. |
| Accounting and invoicing tools | Estimates, invoices, payments, purchases, reimbursements, journals, bank reconciliation and financial reports. |
| Equipment and inventory trackers | Asset assignments, serial numbers, bulk stock, warranties and supplier details. |
Explore: Projects and sprints · HR · Accounting · Invoices · Asset tracking
Customer support and shared knowledge¶
| Software you may use today | What CRM-NG brings together |
|---|---|
| Help desk and shared support inbox | Customer ticket submission, portal conversations, Gmail email intake, SLA calendars, response targets and service-plan benefits. |
| Ticket assignment and staff alert tools | Automated notifications and workflow actions that route tickets using staff skills, with configured choices for workload, turn-taking and fallback assignment. |
| Document libraries and eSigning tools | Reusable templates, assigned customer copies, typed or drawn signatures, completed files and a signing audit trail. |
| Knowledge-base software | A maintained library of articles that gives staff and customers a consistent answer to repeat questions. |
Explore: Tickets and SLAs · Email intake · Skill-based routing · Documents and eSigning · Knowledge base
Email, automation and security¶
| Software you may use today | What CRM-NG brings together |
|---|---|
| A separate email delivery service | Integrated email delivery settings for supported SMTP and Gmail API connections, with test delivery and mail-health checks. |
| Separate passkey and two-step sign-in tools | Passkeys, FIDO2 security keys, authenticator codes and recovery methods under the application's sign-in policies. |
| Account and website access-security tools | Account permissions, sign-in activity, lockout controls, IP bans and supported site-access protections. |
| Workflow automation tools | Rules and a visual builder that connect application events to follow-up actions, assignments and notifications. The visual builder is beta in this edition. |
Explore: Email and staff notifications · FIDO2, WebAuthn and MFA · Account and web security · Workflow automation
Decide what your team can consolidate¶
Start with a process you repeat often. For example, receive a support email, apply the customer's service terms, assign someone with the right skills, record their time and prepare the invoice. Try that complete process in CRM-NG and compare it with the tools you use today.
Some capabilities need Pro or an optional module. Email providers, payment processors and hosting remain separate services. Specialist requirements may still call for another application; the useful question is whether CRM-NG covers the work your team actually does.
The detailed software coverage chapter explains the modules, dependencies and checks for each area before you decide what to replace.