Default Modules

Before creating something new, check whether it already exists. These CRM modules are available by default and are already fully configured. Open any module through Configuration → CRM → the module's card to view or extend its fields.

CRM includes 11 default modules:

Licenses

Free ships with 4 core CRM modules · Starter and above unlocks Custom CRM Modules, the capability that lets an org add modules beyond that core set.

Module	What it's for
Contacts	Stores information about customers and other people.
Organizations	Stores information about companies and other organizations.
Tickets	Manages customer questions, requests, complaints, and support cases.
Leads	Stores information about potential customers and business opportunities.
Attachments	Stores files and documents attached to tickets.
Comments	Stores notes and comments related to tickets.
Campaign Uploads	Stores contact lists uploaded for outbound campaigns.
Disposition	Records call outcomes and required follow-up actions.
Groups	Organizes users into groups for access and management.
Telephony	Contains voice calling connections and call settings.
Users	Stores user accounts and login information.

All 11 fall into three categories:

• Fully Configurable: Module, Fields, Layout Builder, and Dependencies can be edited.
• Fields Locked: fields are available, but editing and deleting are disabled.
• Display Only: only display configuration is available; custom fields cannot be added.

Contacts - Fully Configurable

Source Type	Status	Hidden
Internal	Active	No

Field	Type	Required	Unique	Read Only
First Name	Text	No	No	No
Last Name	Text	Yes	No	No
Email	Email	Yes	Yes	No
Mobile Number	PhoneNumber	Yes	No	No
Home Mobile	PhoneNumber	No	No	No
Office Mobile	PhoneNumber	No	No	No
Organization	Relationship	No	No	No
Tickets (system)	Reference	No	No	No
Created By / At, Updated At, Modified By, Id (system)	System	No	No	Yes

Organizations - Fully Configurable

Source Type	Status	Hidden
Internal	Active	No

Field	Type	Required	Unique	Read Only
Organization Name	Text	Yes	No	No
Contact	PhoneNumber	No	No	No
Industry	Enumeration	Yes	No	No
Website	Url	No	No	No
Email	Email	Yes	No	No
Address	Text	No	No	No

Tickets - Fully Configurable

Source Type	Status	Hidden
Internal	Active	No

Field	Type	Required	Unique	Read Only
Subject	Text	Yes	No	No
Contact	Relationship → Contacts (Many to One)	Yes	No	No
Description	Text	Yes	No	No
Priority	Enumeration	Yes	No	No
Status	Enumeration	Yes	No	No
Attachments	Relationship	No	No	No

Leads - Fully Configurable

Source Type	Status	Hidden
Internal	Active	No

Field	Type	Required	Unique	Read Only
First Name	Text	No	No	No
Last Name	Text	Yes	No	No
Company	Relationship	Yes	No	No
Stage	Enumeration	Yes	No	No
Phone Number	PhoneNumber	Yes	No	No
Created By / At, Updated At, Id (system)	System	No	No	Yes

Attachments - Fully Configurable

Source Type	Status	Hidden
Internal	Active	Yes

Field	Allowing Media Types	Max File Size
Attachment (Media)	All file types are allowed	Not configurable(Maximum file size:10 MB)

Comments - Fully Configurable

Source Type	Status	Hidden
Internal	Active	Yes

Campaign Uploads - Fields Locked

Campaign Uploads tracks bulk campaign file uploads. Unlike the modules above, its Module tab has no name, description, or icon fields to edit: only a Display Fields selector (locked to ID) and an Edit Module button. No Status or Hidden toggle appears anywhere on this module's Module tab.

Disposition - Fields Locked

Campaign Disposition module to track call outcomes and follow-up actions. Disposition follows the same pared-down Module tab pattern as Campaign Uploads: Display Fields (ID) and Edit Module only, no Status or Hidden switch visible.

Groups - Display Only

Module for managing user groups and permissions. The most restricted of the eleven: only a Fields tab is shown (no Module, Layout Builder, or Dependencies tab), and it reports No Fields Found. The schema is fully system-managed and not exposed here. With no Module tab, there's no Status or Hidden toggle to read either.

Telephony - Display Only

Voice provider management and configuration. Has Fields and Layout Builder tabs (no Module or Dependencies tab), and every field's edit/delete action stays greyed out, since this module logs live call metadata, so its schema is fixed. No Status or Hidden toggle is exposed, matching Groups.

Users - Display Only

User module for managing user accounts and settings. Only a Fields tab is shown, and its fields appear automatically whenever another module adds a Relationship field pointing to Users, each generating a matching Reference field here. No Module tab means no Status or Hidden toggle either.