01
Leads
Governed capability key: crm.leads. Availability follows global, package and subscriber controls.
Platform module
Clients & enquiries
Keep enquiries, clients, consultations and conversion history connected.
Connected client operations, shaped for the way your business works.
Connected operations
Included capabilities
These are actual PMP capability records, not marketing-only placeholders.
02
Clients
Governed capability key: crm.clients. Availability follows global, package and subscriber controls.
03
Consultations
Governed capability key: crm.consultations. Availability follows global, package and subscriber controls.
A connected workflow
How access is decided
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01
Global availability
Super Admin can switch the main module off platform-wide.
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02
Package entitlement
The subscriber plan decides whether the module is included.
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03
Subscriber control
Authorised overrides and role permissions narrow access without deleting data.
Move from scattered tools