All Modules & Features
Discover the complete YouCRM feature set - everything you need to run your business efficiently
Tailored to Your Business Needs
Every module can be customized, developed, and adapted to your specific requirements. We help simplify your processes while adapting our system to match how you work.
Customer Management
Complete 360° customer view with contact history, preferences, and interaction tracking.
Key Features:
- Contact database
- Customer history
- Custom fields
- Segmentation
- Notes & attachments
Document Management
Store, organize, and share customer-specific documents with version control.
Key Features:
- File storage
- Version control
- Document templates
- E-signatures
- Access control
Quotation System
Create professional quotes in minutes with customizable templates and automated calculations.
Key Features:
- Quote builder
- PDF generation
- Email delivery
- Status tracking
- Approval workflow
AI Quote Generation
Let AI create personalized quotes based on customer data and historical patterns.
Key Features:
- AI templates
- Smart pricing
- Auto-personalization
- Quick generation
- Learning system
Point of Sale (POS)
Complete POS system with instant product search, inventory sync, and payment processing.
Key Features:
- Product search
- Barcode scanning
- Inventory sync
- Payment processing
- Receipt printing
Visual Flow Builder
Create automated workflows with drag-and-drop interface and AI assistance.
Key Features:
- Drag & drop
- AI suggestions
- Triggers & actions
- Conditional logic
- Testing mode
Worksheet Management
Track services, work phases, and tasks with detailed time and material cost tracking.
Key Features:
- Work tracking
- Time logging
- Material costs
- Service records
- Mobile access
Contract Management
Create, store, and manage contracts with automatic renewal reminders.
Key Features:
- Contract templates
- E-signatures
- Renewal alerts
- Version history
- Compliance tracking
Task Management
Assign tasks, set deadlines, and track progress across your team.
Key Features:
- Task assignment
- Deadlines
- Priority levels
- Progress tracking
- Notifications
Inventory Management
Real-time inventory tracking with stock alerts and automated reordering.
Key Features:
- Stock tracking
- Low stock alerts
- Multi-location
- Barcode support
- Purchase orders
Email Marketing
Send targeted email campaigns with templates and track engagement metrics.
Key Features:
- Email templates
- Campaign builder
- Open tracking
- Click tracking
- A/B testing
Web Forms
Embed customizable forms on your website to capture leads automatically.
Key Features:
- Form builder
- Embed code
- Auto-capture
- Custom fields
- Spam protection
Custom Reports
Build custom dashboards and reports with real-time data visualization.
Key Features:
- Custom dashboards
- Real-time data
- Export options
- Scheduled reports
- KPI tracking
Sales Pipeline
Visual sales pipeline with automated follow-ups and deal tracking.
Key Features:
- Pipeline stages
- Deal tracking
- Auto follow-ups
- Win/loss analysis
- Forecasting
Ticketing System
Efficient support ticket management with SLA tracking and automation.
Key Features:
- Ticket creation
- SLA tracking
- Auto-assignment
- Priority levels
- Knowledge base
Template Library
Create and manage reusable templates for documents, emails, and quotes.
Key Features:
- Document templates
- Email templates
- Quote templates
- Custom variables
- Version control
Mobile App
Full-featured mobile app for iOS and Android with offline capabilities.
Key Features:
- iOS & Android
- Offline mode
- Push notifications
- Mobile scanning
- Location tracking
Data Migration
Professional data migration service from any existing system.
Key Features:
- Data import
- Field mapping
- Validation
- Testing
- Training included
API & Integrations
Connect with third-party tools via REST API and pre-built integrations.
Key Features:
- REST API
- Webhooks
- Zapier
- Pre-built connectors
- Custom integrations
Multi-Location Support
Manage multiple business locations with centralized control.
Key Features:
- Location management
- Centralized data
- Location-specific reports
- User permissions
- Inventory per location
Team Management
User roles, permissions, and team collaboration features.
Key Features:
- User roles
- Permissions
- Team chat
- Activity feed
- Performance tracking
Calendar & Scheduling
Integrated calendar with appointment booking and meeting management.
Key Features:
- Appointment booking
- Meeting scheduler
- Calendar sync
- Reminders
- Availability management
Financial Module
Track invoices, payments, and financial performance.
Key Features:
- Invoicing
- Payment tracking
- Revenue reports
- Expense tracking
- Profit analysis
Enterprise Security
Bank-level security with encryption, 2FA, and compliance features.
Key Features:
- Data encryption
- Two-factor auth
- GDPR compliance
- Audit logs
- Backup & recovery
Advanced Invoicing
Complete invoicing solution with NAV integration and support for Hungarian billing platforms.
Key Features:
- NAV Online Invoice
- Szamlazz.hu integration
- Billingo integration
- Automated invoicing
- Tax compliance
Ready to Get Started?
Contact us today to see how YouCRM can transform your business operations
Contact Us