Sales & CRM
Clients & companies
Clients & companies — part of Sales CRM.
This page is public — no account required to read features.
Part of Sales CRM
Clients & companies lives inside SerapisERP Sales CRM. Account records linked to deals, calls, invoices, and tickets.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle Sales CRM on for orgs that need it — leave it off for everyone else.
Because clients & companies sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
Clients & companies
Account records linked to deals, calls, invoices, and tickets.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through Sales CRM permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is Clients & companies sold separately?
No. Clients & companies is part of Sales CRM. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open Clients & companies?
Enable Sales CRM for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does Clients & companies share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.