Relationship CRM
Manage customer records, contacts, activities, calls, meetings, notes, account ownership, customer health, pipeline context, quotes, and relationship timelines.
Codefy ERP Module
Relationship work, tasks, and documents in one productivity layer
Keep CRM activity, Flow tasks, documents, knowledge, and content workspaces connected to the operational work they support.
CRMTasksDocumentsKnowledge
Operating Layer
The workspace around the transaction system
Operational records create work: follow-ups, approvals, account notes, tasks, documents, sales materials, and internal knowledge. This module keeps that work connected instead of scattered.
Step 1
Capture relationship context
Step 2
Plan follow-ups
Step 3
Assign work
Step 4
Track progress
Step 5
Document outcomes
Step 6
Reuse knowledge
Step 7
Review productivity
Work Modes
Built for relationship work, execution work, and reusable knowledge
Flow task management
Run shared task boards with stages, due work, assigned work, team workload, recent activity, labels, templates, WIP signals, and board access.
Documents and knowledge
Keep operating notes, markdown, rich text, tables, folders, knowledge documents, search, tags, uploads, and embedding status close to the teams using them.
Content and productivity
Support landing pages, HTML pages, CMS drafts, social content, sales materials, internal playbooks, support flows, and AI-assisted summaries or next actions.
Control Logic
Relationship context becomes accountable work
The module connects customer touchpoints, follow-up ownership, task execution, document context, and knowledge reuse so users can move from signal to action without losing the source trail.
Customer and Relationship Workspace
Manage broad customer CRM context beyond transportation-only records, with relationship state, account ownership, contacts, profiles, pipeline context, and customer health.
Customer directory, profile, owner, and status context
Relationship health and engagement indicators
Pipeline, deal, stage, source, tag, and quote readiness
Customer workspace views registered in the object-centric shell
Activities, Calls, Meetings, and Notes
Keep customer touchpoints visible through timelines, calls, meetings, notes, activity summaries, and structured relationship history.
Activity history and customer touchpoint tracking
Call, meeting, note, and timeline views
Account-level history for commercial and support teams
Context for AI dossiers and next-action support
Follow-Ups, Customer Health, and Account Ownership
Turn relationship signals into assigned follow-ups with due dates, overdue visibility, today views, customer reminders, and owner accountability.
Today, overdue, and assigned follow-up views
Customer reminders and account owner context
Health signals for relationship review
Follow-up lists connected to customer records
Flow Boards, Tasks, Stages, and Team Workload
Use Flow to manage task boards, task stages, assigned work, due work, team workload, labels, board members, templates, and activity logs.
Task boards with stages and status tracking
My work, due work, and team workload views
Board labels, templates, access, and recent activity
WIP and workload signals for managers
Documents, Folders, and Multi-Tab Editing
Create and organize operating documents with folders, multi-tab editing, markdown, rich text, tables, sandbox documents, search, and CRUD workflows.
Folder panel and document browser
Notes, markdown, rich text, table, and sandbox document types
Multi-tab editing for active work
Search and document management workflows
Knowledge Base and Operating Playbooks
Manage reusable knowledge with file browsing, uploads, tags, search, embedding status, and knowledge documents for staff and AI assistance.
Knowledge files, tags, upload, and search
Embedding status and source readiness
Operating playbooks for teams and assistants
Reusable context for support and guided work
Landing Pages, Content Drafts, and Sales Materials
Support the content work around operations through HTML pages, CMS drafts, social media drafts, landing pages, previews, and publishing-oriented workflows.
HTML document editing and live preview
CMS draft workspace and content preparation
Social content drafting and previews
Sales or support materials connected to work context
AI-Assisted Dossiers, Summaries, and Next Actions
Use AI assistance for customer dossiers, relationship summaries, follow-up drafting, next-action support, reporting prompts, and guided productivity.
AI customer dossier and account summaries
Suggested follow-ups and next best actions
Document and knowledge-aware assistance
Productivity guidance tied to approved context
Screens
Show relationship work and internal productivity together
The module should show one command center for CRM and productivity signals, plus one work execution screen for follow-ups, tasks, documents, and knowledge.
Productivity command center
CRM, tasks, and knowledge command center
A unified command center for customer health, follow-ups, active tasks, team workload, documents, knowledge readiness, and productivity signals.
CRM and work execution
Relationship and work execution surface
Teams can move from customer context into follow-ups, Flow boards, documents, notes, knowledge sources, content drafts, and AI-supported next actions.
Commercial Value
A productivity layer that keeps relationship work operational
Customer context, tasks, documents, and knowledge stay connected.
The module gives teams one place to manage CRM activity, follow-ups, Flow tasks, documents, knowledge, content drafts, and AI-assisted productivity around ERP records.
1
Teams keep relationship work connected to customer context instead of living across disconnected notes, reminders, chats, and spreadsheets.
2
Flow tasks give teams an execution layer for daily work, due items, assigned work, board stages, workload, and activity history.
3
The documents and knowledge layer becomes a reusable operating asset for staff, managers, support teams, and AI assistance.
4
Commercial teams can turn customer activity into accountable follow-ups, documents, sales materials, and measurable productivity signals.
Start with the relationship or task workflow that creates the most follow-up friction
We can review your CRM activity, customer follow-ups, task boards, documents, knowledge, content, and productivity workflows, then map the right Codefy ERP starting point.