What this does
Add-ons extend your CRM with additional modules. Each add-on is enabled per entity and adds new pages and features to your navigation.
Available add-ons
- Chat — live chat widget, AI replies, knowledge base, ticketing
- Connect — multi-channel inbox (email, WhatsApp, SMS, voice)
- E-Sign — electronic document signing
- Inventory — property inventory check-in/check-out reports
- Reminders — task management with lists and workspaces
- Accounting — full accounting suite (invoices, bills, reports, VAT)
Step by step
- Go to Settings in the main menu
- Open the Add-ons tab
- Toggle each add-on on or off
- Click Save
- New menu items appear immediately in your navigation
Tips
- Add-ons work with any industry preset
- Disabling an add-on hides it from the menu but does not delete your data
- You can re-enable an add-on at any time to restore access
- Some add-ons have their own settings pages for detailed configuration