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Complete application inventory
This overview covers insideCRM with 27 modules, 105 module routes and 73 documented user tasks.
User account
| Function | Application path | Permission | Documentation |
|---|---|---|---|
profile · Edit your personal profile | /me/profile | signed-in access | Profile, password and notifications |
notifications · Configure notifications | /me/notifications | signed-in access | Profile, password and notifications |
reset-password · Reset your password | /me/reset-password | signed-in access | Profile, password and notifications |
Search
| Function | Application path | Permission | Documentation |
|---|---|---|---|
dashboard · Use the dashboard and work inbox | / | signed-in access | Dashboard and Work Inbox |
Management
| Function | Application path | Permission | Documentation |
|---|---|---|---|
management · Open insideCRM administration | /management | management.read | Manage insideCRM |
management-api-keys · Manage insideCRM API keys | /management/api-keys | management.read | Manage insideCRM |
management-api-key-new · Manage insideCRM API keys | /management/api-keys/new | settings.manage | Manage insideCRM |
management-api-key-edit · Manage insideCRM API keys | /management/api-keys/:id | settings.manage | Manage insideCRM |
management-users · Manage insideCRM users | /management/users | users.manage | Manage insideCRM |
management-user-new · Manage insideCRM users | /management/users/new | users.manage | Manage insideCRM |
management-user-edit · Manage insideCRM users | /management/users/:id | users.manage | Manage insideCRM |
management-settings · Manage insideCRM settings | /management/settings | ['management.read', 'settings.manage'] | Manage insideCRM |
management-history · Review the change history | /management/history | settings.manage | Configure the property module |
| Function | Application path | Permission | Documentation |
|---|---|---|---|
mail · Read, write, and organize emails | /mail | mail.read | Email and email accounts |
accounts · Connect and edit an email account | /me/accounts | mail.read | Email and email accounts |
mail-account-new · Connect and edit an email account | /me/accounts/mail/new | mail.write | Email and email accounts |
mail-account-edit · Connect and edit an email account | /me/accounts/mail/:id | mail.write | Email and email accounts |
management-mail-templates · Manage email templates | /management/mail-templates | settings.manage | Email and email accounts |
management-mail-free-texts · Manage reusable email text blocks | /management/mail-free-texts | settings.manage | Email and email accounts |
Calendar
| Function | Application path | Permission | Documentation |
|---|---|---|---|
calendar · Manage calendars and appointments | /calendar | calendar.read | Calendar and appointments |
Messenger
| Function | Application path | Permission | Documentation |
|---|---|---|---|
chat · Use chats and messages | /chat | chat.read | Messenger |
chat-thread · Use chats and messages | /chat/:threadId | chat.read | Messenger |
Files
| Function | Application path | Permission | Documentation |
|---|---|---|---|
workspace-files · Manage files and folders | /files | files.read | Manage files and folders |
Password safe
| Function | Application path | Permission | Documentation |
|---|---|---|---|
password-safe · Use the password safe securely | /password-safe | vault.read | Use password safe |
Tasks
| Function | Application path | Permission | Documentation |
|---|---|---|---|
tasks · Plan and complete tasks | /tasks | tasks.read | Planning and completing tasks |
Contacts and organizations
| Function | Application path | Permission | Documentation |
|---|---|---|---|
contacts · Manage contacts and organizations | /contacts | contacts.read | Contacts and organizations |
crm-contact-detail · Manage contacts and organizations | /contacts/:id | contacts.read | Contacts and organizations |
organizations · Manage contacts and organizations | /organizations | contacts.read | Contacts and organizations |
crm-organization-detail · Manage contacts and organizations | /organizations/:id | contacts.read | Contacts and organizations |
Contacts and organizations
| Function | Application path | Permission | Documentation |
|---|---|---|---|
management-person-fields · Manage contact and organization fields | /management/person-fields | settings.manage | Contacts and organizations |
management-person-field-new · Manage contact and organization fields | /management/person-fields/new | settings.manage | Contacts and organizations |
management-person-field-edit · Manage contact and organization fields | /management/person-fields/:id | settings.manage | Contacts and organizations |
management-organization-fields · Manage contact and organization fields | /management/organization-fields | settings.manage | Contacts and organizations |
management-organization-field-new · Manage contact and organization fields | /management/organization-fields/new | settings.manage | Contacts and organizations |
management-organization-field-edit · Manage contact and organization fields | /management/organization-fields/:id | settings.manage | Contacts and organizations |
Customers
| Function | Application path | Permission | Documentation |
|---|---|---|---|
customers · Find, create, and edit customers | /crm/customers | contacts.read | Managing customers |
customer-new · Find, create, and edit customers | /crm/customers/new | contacts.write | Managing customers |
customer-edit · Find, create, and edit customers | /crm/customers/:id | contacts.write | Managing customers |
management-customer-fields · Manage legacy customer fields | /management/customer-fields | settings.manage | Managing customers |
management-customer-field-new · Manage legacy customer fields | /management/customer-fields/new | settings.manage | Managing customers |
management-customer-field-edit · Manage legacy customer fields | /management/customer-fields/:id | settings.manage | Managing customers |
Tickets
| Function | Application path | Permission | Documentation |
|---|---|---|---|
tickets · Find, create, and edit tickets | /tickets | tickets.read | Processing and organizing tickets |
ticket-projects · Organize ticket projects | /tickets/projects | tickets.read | Processing and organizing tickets |
ticket-project · Organize ticket projects | /tickets/projects/:identifier | tickets.read | Processing and organizing tickets |
ticket-new · Find, create, and edit tickets | /tickets/new | tickets.write | Processing and organizing tickets |
ticket-edit · Find, create, and edit tickets | /tickets/:id | tickets.write | Processing and organizing tickets |
ticket-settings · Open the ticket-system settings | /tickets/settings | tickets.settings.manage | Configure ticket system |
ticket-settings-statuses · Manage ticket statuses | /tickets/settings/statuses | tickets.settings.manage | Configure ticket system |
ticket-settings-status-new · Manage ticket statuses | /tickets/settings/statuses/new | tickets.settings.manage | Configure ticket system |
ticket-settings-status-edit · Manage ticket statuses | /tickets/settings/statuses/:id | tickets.settings.manage | Configure ticket system |
ticket-settings-types · Manage ticket types | /tickets/settings/types | tickets.settings.manage | Configure ticket system |
ticket-settings-type-new · Manage ticket types | /tickets/settings/types/new | tickets.settings.manage | Configure ticket system |
ticket-settings-type-edit · Manage ticket types | /tickets/settings/types/:id | tickets.settings.manage | Configure ticket system |
ticket-settings-priorities · Manage ticket priorities | /tickets/settings/priorities | tickets.settings.manage | Configure ticket system |
ticket-settings-priority-new · Manage ticket priorities | /tickets/settings/priorities/new | tickets.settings.manage | Configure ticket system |
ticket-settings-priority-edit · Manage ticket priorities | /tickets/settings/priorities/:id | tickets.settings.manage | Configure ticket system |
ticket-settings-fields · Manage ticket fields | /tickets/settings/fields | tickets.settings.manage | Configure ticket system |
ticket-settings-field-new · Manage ticket fields | /tickets/settings/fields/new | tickets.settings.manage | Configure ticket system |
ticket-settings-field-edit · Manage ticket fields | /tickets/settings/fields/:id | tickets.settings.manage | Configure ticket system |
ticket-settings-categories · Manage ticket categories | /tickets/settings/categories | tickets.settings.manage | Configure ticket system |
Telephony
| Function | Application path | Permission | Documentation |
|---|---|---|---|
calls · Start and follow up calls | /calls | calls.read | Calls and follow-up |
AI support
| Function | Application path | Permission | Documentation |
|---|
Opportunities
| Function | Application path | Permission | Documentation |
|---|---|---|---|
opportunities · Manage deals in the table and pipeline | /crm/opportunities | opportunities.read | Opportunities and Deals |
opportunity-new · Manage deals in the table and pipeline | /crm/opportunities/new | opportunities.write | Opportunities and Deals |
opportunity-edit · Manage deals in the table and pipeline | /crm/opportunities/:id | opportunities.write | Opportunities and Deals |
management-opportunity-statuses · Configure deal statuses | /management/opportunity-statuses | settings.manage | Opportunities and Deals |
management-opportunity-status-new · Configure deal statuses | /management/opportunity-statuses/new | settings.manage | Opportunities and Deals |
management-opportunity-status-edit · Configure deal statuses | /management/opportunity-statuses/:id | settings.manage | Opportunities and Deals |
management-pipelines · Configure pipelines and lost reasons | /management/pipelines | settings.manage | Opportunities and Deals |
management-lost-reasons · Configure pipelines and lost reasons | /management/lost-reasons | settings.manage | Opportunities and Deals |
management-deal-fields · Manage deal fields | /management/deal-fields | settings.manage | Opportunities and Deals |
management-deal-field-new · Manage deal fields | /management/deal-fields/new | settings.manage | Opportunities and Deals |
management-deal-field-edit · Manage deal fields | /management/deal-fields/:id | settings.manage | Opportunities and Deals |
Opportunities
| Function | Application path | Permission | Documentation |
|---|---|---|---|
management-products · Manage products and line items | /management/products | settings.manage | Opportunities and Deals |
Management
| Function | Application path | Permission | Documentation |
|---|---|---|---|
crm-insights · Review sales metrics and goals | /crm/insights | opportunities.read | Manage insideCRM |
Growth and enterprise
| Function | Application path | Permission | Documentation |
|---|---|---|---|
crm-proposals · Finalize proposals and send them for signature | /crm/proposals | opportunities.read | Growth and enterprise features |
Management
| Function | Application path | Permission | Documentation |
|---|---|---|---|
crm-automations · Manage sales automations | /management/automations | settings.manage | Manage insideCRM |
Meeting scheduler
| Function | Application path | Permission | Documentation |
|---|---|---|---|
crm-booking · Manage public booking pages | /management/booking | settings.manage | Appointment booking |
CRM
| Function | Application path | Permission | Documentation |
|---|---|---|---|
crm-web-forms · Publish web forms and process submissions | /management/web-forms | settings.manage | Create and embed web forms |
crm-web-form-new · Publish web forms and process submissions | /management/web-forms/new | settings.manage | Create and embed web forms |
crm-web-form-edit · Publish web forms and process submissions | /management/web-forms/:key | settings.manage | Create and embed web forms |
Management
| Function | Application path | Permission | Documentation |
|---|---|---|---|
crm-sales-teams · Manage sales teams and roles | /management/sales-teams | settings.manage | Manage insideCRM |
Management
| Function | Application path | Permission | Documentation |
|---|---|---|---|
management-data-exchange · Import, export, and clean up CRM data | /management/data-exchange | settings.manage | Manage insideCRM |
Leads
| Function | Application path | Permission | Documentation |
|---|---|---|---|
leads · Find, filter, and edit leads | /crm/leads | leads.read | Leads |
lead-new · Create a lead | /crm/leads/new | leads.write | Create a lead |
lead-edit · Find, filter, and edit leads | /crm/leads/:id | leads.write | Leads |
management-lead-fields · Manage lead fields | /management/lead-fields | settings.manage | Create a lead |
management-lead-field-new · Manage lead fields | /management/lead-fields/new | settings.manage | Create a lead |
management-lead-field-edit · Manage lead fields | /management/lead-fields/:id | settings.manage | Create a lead |
Property
| Function | Application path | Permission | Documentation |
|---|---|---|---|
properties · Create and edit properties | /real-estate/properties | properties.read | Create and edit properties |
property-new · Create and edit properties | /real-estate/properties/new | properties.write | Create and edit properties |
property-edit · Create and edit properties | /real-estate/properties/:id | properties.write | Create and edit properties |
management-property-fields · Manage property fields | /management/property-fields | settings.manage | Configure the property module |
management-property-field-new · Manage property fields | /management/property-fields/new | settings.manage | Configure the property module |
management-property-field-edit · Manage property fields | /management/property-fields/:id | settings.manage | Configure the property module |
management-documents · Manage property documents | /management/documents | settings.manage | Configure the property module |
management-images · Manage property images | /management/images | settings.manage | Configure the property module |
management-portal-accounts · Connect real-estate portals | /management/portal-accounts | portals.read | Configure the property module |
management-portal-account-new · Connect real-estate portals | /management/portal-accounts/new | portals.write | Configure the property module |
management-portal-account-edit · Connect real-estate portals | /management/portal-accounts/:id | portals.write | Configure the property module |
management-property-statuses · Manage property statuses | /management/property-statuses | settings.manage | Configure the property module |
management-property-status-new · Manage property statuses | /management/property-statuses/new | settings.manage | Configure the property module |
management-property-status-edit · Manage property statuses | /management/property-statuses/:id | settings.manage | Configure the property module |
Brokerage log
| Function | Application path | Permission | Documentation |
|---|---|---|---|
maklerbuch · Create and review brokerage-log entries | /real-estate/maklerbuch | maklerbuch.read | Maintain the brokerage log |
maklerbuch-new · Create and review brokerage-log entries | /real-estate/maklerbuch/new | maklerbuch.write | Maintain the brokerage log |
maklerbuch-detail · Create and review brokerage-log entries | /real-estate/maklerbuch/:id | maklerbuch.read | Maintain the brokerage log |