CRM overview

The Service Delivery module in Gorelo provides a series of Customer Relationship Management (CRM) features to centralize and simplify the organization of your clients and different contacts. Gorelo organizes the CRM feature using the following hierarchy:

Clients: The top-level organization
Locations: Physical addresses or branches
Contacts: The individual people belonging to those organizations

This structure ensures that you can attribute assets, contracts, and invoices to the correct entity. Gorelo provides tags to filter access to data and to the Client Portal.

Core features

Features	Use this to…	Examples
Organization and profile management	Manage full client profiles.	Names Multiple physical locations Primary contact designation
Custom fields	Store and filter unique metadata.	Tax IDs License keys Specific internal notes
Contact tags and permissions	Assign predefined tags to contacts.	`Primary` `Approver` `Billing` `Portal`
Domain and asset tracking	Automatically track client domain information and set expiration rules.	Expiration dates and registrars Generate alerts when domains or warranties are about to expire
Client banners and alerts	Create visual cues to alert staff to critical information.	Outstanding bills Specific support instructions A new document is available
Templates	Standardize processes with Project templates and tickets shortcuts.	New client onboarding Periodic maintenance
Data portability	Bulk-import/export clients, contacts, and products.	CSV API
Client Portal	Provide a self-service interface to communicate with your clients.	Clients can: Submit tickets. View project progress. Access public documentation. Pay invoices.
Recycle bin	Recover deleted items within a specific timeframe you set.	Clients Assets

Operations

Knowledge

CRM

How-to guides

Core features

​Core features

Core features