Enhancing Collaboration and Support with the Others Module

The “Others” module in CRM LEAF includes essential tools that enhance team collaboration, support, and knowledge sharing within the organisation. It consists of the following key components:

Events

Purpose:
Used to schedule and manage internal or external events such as team meetings, client calls, training sessions, or project deadlines.

Key Features:

Add and invite team members and clients
Define event time, location, and department
View events in day/week/month/list calendar formats
Attach files and include video conference links

Messages

Purpose:
Facilitates real-time internal communication among team members. This feature acts as an instant messaging system to share updates, instructions, or quick clarifications.

Key Features:

One-on-one and group messaging
Rich-text editor support
Integrated directly into the CRM workspace for quick access

Knowledge Base

Purpose:
A centralised repository for storing articles, guides, SOPs, FAQs, and other informational resources for internal or client use.

Key Features:

Create, organise, and tag knowledge articles
Use categories for easy navigation
Serve as a self-service portal for users and clients
Permission-based access for internal vs. public articles

Help

Purpose:
Offers support tools and documentation assistance for users who need help navigating CRM LEAF or resolving issues.

Key Features:

Direct access to help articles, user guides, and manuals
Quick links to contact support or raise a ticket
In-app tutorials or on boarding walk through (if enabled)
These tools in the “Others” module are designed to support non-operational but highly valuable business functions—such as communication, knowledge retention, and user assistance—ensuring smooth daily operations and a collaborative environment.