Add-ons & Modules

Learn about the add-ons and modules available for your CRM and how to use them.

Your CRM platform may offer additional add-ons and modules that extend its functionality. These are like apps on your phone — each one adds new capabilities to your CRM.

What Are Add-ons?

Add-ons are extra features that can be enabled for your CRM. Depending on your plan, you may have access to different add-ons:

Available add-ons for your CRM — your platform administrator controls which ones you can access

Common Add-ons

Add-on	What It Does
Database Backup	Create and download backups of your CRM data
Goals	Set business goals and track progress
CSV Export Manager	Export your data to CSV/spreadsheet files
Theme Style	Customize the look and feel of your CRM
Stripe iDEAL V2	Accept iDEAL payments (popular in Netherlands/Europe)
Surveys	Create and send customer surveys
Menu Setup	Customize your CRM sidebar menu

How to Get Add-ons

Add-on availability depends on your subscription plan:

• Included in your plan — Some add-ons are automatically available based on your plan tier

• Available as extras — Some add-ons can be purchased separately

• Not available — Some add-ons are only in higher-tier plans

Want an add-on that's not in your plan? Contact your platform administrator! They may be able to enable it individually for your account, or suggest a plan upgrade that includes it.

Using Add-ons

Once an add-on is enabled, it appears in your CRM sidebar or settings. Each add-on works seamlessly within your CRM — no additional setup is needed.

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Need More Features?

If you need specific functionality that's not currently available:

1. Check if it's available in a higher plan

2. Contact your platform administrator to discuss options

3. Request a custom add-on — many platforms can develop custom features

That's it for the customer experience guides! If you're a platform administrator, head back to the main documentation for admin-focused guides.