Special Modules (Sub-Module)

Special Modules –

- Overview – Special Modules

Special Modules is an advanced configuration section available under the Settings area of the system.
This section allows organizations to activate, configure, and manage high-level functional modules that extend the platform beyond basic CRM usage.

These modules are designed to support industry-specific workflows, automation, financial tracking, communication, and advanced operational control.

- Location:

Dashboard → Settings → Special Modules

- Who should use it?

Organization Owners
Member Admins
Super Admins (for system-level control)

- Purpose of Special Modules

The Special Modules system allows businesses to:

Enable only the features they actually need
Customize workflows based on business type
Scale functionality without clutter
Maintain performance, security, and control
Provide role-based access to advanced tools

- Special Modules – Sub-Module Descriptions

1️⃣ General Modules

- What it does

Controls global module availability across the system.

- Key Capabilities

Enable or disable system modules
Control plan-based feature access
Apply permission rules per role
Manage module dependencies

- Business Value

Prevents unnecessary features from loading and ensures users only see what their plan allows.

2️⃣ Copy All Details from Another User

- What it does

Allows administrators to clone full configurations from one account to another.

- What gets copied

Templates (Email, WhatsApp, SMS)
Appointments & workflows
Rooms, branches, orders
Statuses, folders, tabs
Automation rules and settings

- Business Value

Perfect for:

Onboarding new clients fast
Creating demo accounts
Migrating proven setups

3️⃣ Room Module

- What it does

Manages physical or virtual rooms used for bookings, meetings, or appointments.

- Features

Room creation & categorization
Room capacity management
Color-coded room types
Availability tracking
Resource assignment

- Use Case

Clinics, coworking spaces, training centers, meeting facilities.

4️⃣ Branches Module

- What it does

Supports multi-location organizations.

- Features

Branch-wise data separation
Branch managers & permissions
Branch-specific reports
Customer and order assignment

- Business Value

Ensures clean operations for companies with multiple offices or stores.

5️⃣ Appointment Module

- What it does

Provides a complete appointment scheduling ecosystem.

- Includes

Appointment types & groups
Custom booking forms
Doctor/staff assignment
Insurance company mapping
Rooms & resources integration
Automated reminders

- Ideal For

Healthcare, salons, consultants, service businesses.

6️⃣ Combo-Meeting Module

- What it does

Manages group or combined meetings.

- Features

Multi-participant meetings
Combined schedules
Shared configurations

- Use Case

Workshops, consultations, team sessions.

7️⃣ Setting – Order

- What it does

Controls order behavior and lifecycle.

- Features

Order numbering logic
Status flow configuration
Custom fields
Order templates

- Business Value

Standardizes order processing and reduces operational errors.

8️⃣ Work Flow

- What it does

Creates automation pipelines for business processes.

- Features

Visual workflow steps
Trigger-based automation
Status-driven actions
Workflow templates

- Example

Lead → Follow-up → Quote → Invoice → Payment

9️⃣ Clients Area

- What it does

Creates a client-facing portal.

- Features

Client login access
Document visibility
Order history
Communication access

- Business Value

Improves transparency and reduces support requests.

1️⃣0️⃣ Real Estate Module

- What it does

Tailored features for property-based businesses.

- Features

Property listings
Property types
Search and filters
Real-estate-specific settings

1️⃣1️⃣ Custom Add Customer

- What it does

Customizes customer creation forms.

- Features

Drag-and-drop form builder
Custom fields
Validation rules

- Use Case

Businesses with unique customer data requirements.

1️⃣2️⃣ Har Habituch Setting

- What it does

Insurance-specific integration module.

- Features

Insurance APIs
Policy workflows
Insurance-based appointment logic

1️⃣3️⃣ Publisher

- What it does

Manages content publishing workflows.

- Features

Content creation
Approval workflows
Scheduled publishing

1️⃣4️⃣ Telemarketing

- What it does

Handles telemarketing campaigns and calls.

- Features

Call tracking
Campaign management
Lead source analytics

1️⃣5️⃣ New PDF Signer

- What it does

Enables digital document signing.

- Features

Multi-party signing
Signature tracking
Workflow approvals

1️⃣6️⃣ Shipping Token

- What it does

Integrates shipping providers via API.

- Features

Token management
Rate calculation
Shipment tracking

1️⃣7️⃣ Courses

- What it does

Full course and education management.

- Features

Course creation
Student enrollment
Session scheduling
Progress tracking

1️⃣8️⃣ Whatsapp

- What it does

Connects WhatsApp Business API.

- Features

Message templates
Automation bots
Delivery tracking

1️⃣9️⃣ Newspaper

- What it does

Manages newspaper publications & ads.

- Features

Editions & packages
Advertisement orders
Page layout tracking

2️⃣0️⃣ Files of Customer

- What it does

Organizes customer-related documents.

- Features

Folder hierarchy
Permission control
Multi-language support

2️⃣1️⃣ Holiday

- What it does

Manages organizational holidays.

- Impact

Affects appointments, workflows, and availability.

2️⃣2️⃣ Sources

- What it does

Tracks customer acquisition sources.

- Business Value

Improves marketing ROI analysis.

2️⃣3️⃣ Show Upper Graph

- What it does

Displays dashboard analytics graphs.

- Purpose

Quick performance overview for decision-makers.

2️⃣4️⃣ Customer Flow

- What it does

Visualizes customer journey stages.

- Example

Lead → Contacted → Interested → Converted

2️⃣5️⃣ Expenses Credit Card Flow

- What it does

Tracks expenses and credit card transactions.

- Features

Expense categorization
Financial flow visualization

2️⃣6️⃣ Pricing Lists

- What it does

Manages pricing structures.

- Features

Price lists
Tier-based pricing
Product/service rates

✅ Final Summary

The Special Modules system transforms the platform from a simple CRM into a fully customizable business operating system.
Each module is optional, powerful, and purpose-driven—allowing businesses to scale functionality without complexity.