Appointments
Purpose This feature manages appointment scheduling and related time-based interactions. How to use it Use it when meetings, bookings, or scheduled se...
Why It Matters What you can do
Run Sales, Service, and Operations in One Place
Unify your tools into one connected workflow. Gain visibility, reduce busywork, and keep everything moving from first contact to final payment.
Bring sales, service, and daily operations into one streamlined system—so nothing falls through the cracks and your team stays in sync.
90% Faster
Task Automation
99% Billing
Invoice Management
All you need for Marketing and Operations
Run Your Operations Without the Headaches
Bring clarity and speed to every stage of your workflow. From inquiry to payment, everything stays connected, visible, and effortless.
Auto Report
Purpose This feature sends or prepares recurring business reports for operational visibility. How to use it Use it when managers or teams need schedul...
Chatbot
Help Center › Admin Settings › Leads › Social & ChatbotSocial & Chatbot: Inbox Setup, Routing & Human Handover The Social and Chatbot module connects ...
Client Customize
Client-facing customizations and activity reports for iTech CRM.
Communication Center
Purpose This feature manages SMS, calls, email, templates, logs, and scheduled follow-up communication workflows. How to use it Use it when staff need...
Contract Changes
Purpose This feature extends contract handling with custom business changes required by this CRM environment. How to use it Use it when contract recor...
CSV Export Manager
Purpose This feature is used to export CRM data into CSV format for analysis, transfer, or reporting. How to use it Use it when data needs to be revie...
Custom Dashboard Stats
Purpose This feature adds custom dashboard statistic blocks for quicker operational visibility. How to use it Use it to surface the metrics your team ...
Custom Statistics
Purpose This feature adds extra statistical views and dashboard insights beyond the standard screens. How to use it Use it when teams need additional ...
Customize Leads
Purpose This feature extends how leads are displayed, filtered, or managed. How to use it Use it when your lead workflow depends on custom fields, lay...
e-Invoice
Purpose This feature supports electronic invoice workflows and related billing compliance needs. How to use it Use it when invoicing must follow a mor...
Goals
Purpose This feature helps the organization define and monitor measurable targets. How to use it Use it when teams need a visible way to track perform...
Intake info
Purpose This feature manages customer intake details and structured intake forms. How to use it Use it when onboarding requires collecting specific in...
Invoice Management
Purpose This feature extends invoice handling with additional customer invoice field management. How to use it Use it when invoice records need custom...
Itc Credit Card
Purpose This feature manages customer credit card information through the connected payment flow. How to use it Use it when staff need controlled acce...
iTech Checkout
Public Stripe checkout modal for plan subscriptions.
Login Style
Purpose This feature controls branded login page styling and identity presentation for iTech System. How to use it Use it to keep the login experience...
OpenAi Integration
Default module for Open AI integration
Payment Refund
Purpose This feature is used to manage payment refund workflows. How to use it Use it when recorded payments need to be reversed or adjusted in a cont...
Quickbooks integration
Quickbooks integration
Social Connector
Purpose This feature connects lead sources such as Facebook, Google Ads, and LinkedIn into iTech System. How to use it Use it when inbound digital cam...
Stripe Ideal V2
Stripe Ideal Payment module
Stripe terminal Payment
Purpose This feature supports in-person or terminal-based Stripe payment workflows. How to use it Use it when card-present payment collection is part ...
Surveys
Default module for sending surveys
Task Notes
Purpose This feature helps staff use structured task notes or templates during task creation and execution. How to use it Use it when recurring task f...
Theme Style
Purpose This feature applies additional visual styling across the CRM interface. How to use it Use it when the team wants consistent branding or inter...
XD Coupons
Tracks promotion eligibility/enrollment/redemption (e.g. the $300 newsletter promotion) on Leads and Clients.
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