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XtraCRM / Dynamic Modules

Your own workflow, your own module. Built for your business.

Build the module your business needs inside XtraCRM. Name your smart process, design its forms and move work through your own stages.

Compare plans ↗ From an idea to your team’s daily workspace. ↓
Kanban, built around your stages — XtraCRM
Actual XtraCRM interface with demo records.
Dynamic Modules

Take CRM customization further.

Go beyond adapting a few fields: shape an entire working area around the way your business operates, without writing code.

From an idea to your team’s daily workspace.

  1. Name your smart process

  2. Define pipelines and stages

  3. Add sections, fields and rules

  4. Place it in the menu and set access

01 / Dynamic Modules

Your sections. Your fields.

Organize the record form into custom sections. Add fields and required information where your team needs them.

A place in your team’s menu

Choose where the module appears in your company menu and manage who can view, create, edit or delete.

Your sections. Your fields. — XtraCRM
Actual XtraCRM interface with demo records.
02 / Dynamic Modules

A list with the information you need

Switch to a table, choose and arrange columns, display custom fields and search your records.

Separate pipelines for different workflows

Organize different paths within the same smart process, each with its own stages.

A list with the information you need — XtraCRM
Actual XtraCRM interface with demo records.
03 / Dynamic Modules

Rules that follow the process

Define automation rules for stage entry and manage what happens as work moves forward.

Rules that follow the process — XtraCRM
Actual XtraCRM interface with demo records.
USE CASE

How could you use it?

Build these workflows yourself with Smart Processes. Adapt their names, stages and fields to the way your business works.

Dealer applications

Collect territory, store count and investment budget, and see where each application stands in your review process.

Example stages

  1. Application
  2. Review
  3. Meeting
  4. Approved / Declined

Example custom fields

  • Territory
  • Store count
  • Investment budget

Sample and demo requests

Track preparation, delivery and feedback through one record, from the initial request to completion.

Example stages

  1. Requested
  2. Preparing
  3. Sent
  4. Feedback
  5. Completed

Example custom fields

  • Related product
  • Quantity
  • Delivery date

Installation and commissioning

Keep preparation, the responsible team and target date together until installation and final checks are complete.

Example stages

  1. Planned
  2. Preparing
  3. Installing
  4. Checking
  5. Completed

Example custom fields

  • Installation address
  • Responsible team
  • Target date

Quality and issue tracking

Track reported issues, corrective actions and verification results. This is an example of a work tracking workflow.

Example stages

  1. Reported
  2. Review
  3. Corrective action
  4. Verification
  5. Closed

Example custom fields

  • Issue type
  • Severity
  • Evidence file

Partnership applications

Manage applications from different countries and areas of expertise through your own evaluation process.

Example stages

  1. Application
  2. Evaluation
  3. Meeting
  4. Agreement / Declined

Example custom fields

  • Partnership type
  • Country
  • Area of expertise

Content production and publishing

Track content from idea to publication, with a clear channel, publication date and responsible person.

Example stages

  1. Idea
  2. In production
  3. Review
  4. Ready to publish
  5. Published

Example custom fields

  • Channel
  • Publication date
  • Content link

Your own workflow, your own module. Built for your business.

Availability depends on your plan. Company administrators control access and permissions.

Compare plans ↗