etellu System Active Features

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PurposeThis feature supports CRM integrations and external system connections so data can move between etellu System and other platforms.How to use itUse it when you need automation, webhooks,...

PurposeThis feature supports cloud-based file storage so uploaded CRM files can be handled through Amazon S3.How to use itUse it when file storage, scalability, or off-server file handling is ...

PurposeThis feature is used to create and manage database backups for recovery and maintenance.How to use itUse it as part of routine operational safety, especially before major data changes o...

PurposeThis feature manages customer status labeling and related account tracking.How to use itUse it when teams need clearer customer state visibility beyond the default account record....

PurposeThis feature extends contract handling with custom business changes required by this CRM environment.How to use itUse it when contract records need the workflow or data points added by ...

PurposeThis feature adds custom dashboard statistic blocks for quicker operational visibility.How to use itUse it to surface the metrics your team checks every day without leaving the dashboar...

PurposeThis feature controls branded login page styling and identity presentation for etellu System.How to use itUse it to keep the login experience aligned with company branding and design ru...

PurposeThis feature adds extra statistical views and dashboard insights beyond the standard screens.How to use itUse it when teams need additional visual reporting for daily or client-facing d...

PurposeThis feature helps staff use structured task notes or templates during task creation and execution.How to use itUse it when recurring task formats need consistency across the team....

PurposeThis feature adds a faster way to test email templates before they are used in real workflows.How to use itUse it before activating or changing important email templates so formatting a...

PurposeThis feature supports event-focused campaign planning and management.How to use itUse it when your team is organizing campaigns, outreach, or attendance-related workflows around events....

PurposeThis feature is used to export CRM data into CSV format for analysis, transfer, or reporting.How to use itUse it when data needs to be reviewed outside the CRM or shared with other syst...

PurposeThis feature creates and manages custom forms for data collection.How to use itUse it when the business needs intake forms, request forms, or custom submission workflows.Connect...

PurposeThis feature helps the organization define and monitor measurable targets.How to use itUse it when teams need a visible way to track performance objectives inside the CRM.Connec...

PurposeThis feature manages customer intake details and structured intake forms.How to use itUse it when onboarding requires collecting specific information before service delivery begins....

PurposeThis feature extends invoice handling with additional customer invoice field management.How to use itUse it when invoice records need custom fields or extended billing data beyond the d...

PurposeThis feature manages customer credit card information through the connected payment flow.How to use itUse it when staff need controlled access to stored card-related billing functionali...

PurposeThis feature extends how leads are displayed, filtered, or managed.How to use itUse it when your lead workflow depends on custom fields, layouts, or process changes.Connected ar...

PurposeThis feature controls navigation and menu behavior inside the CRM.How to use itUse it when the sidebar or setup menus need to reflect the workflow used by your team.Connected ar...

PurposeThis feature supports required CRM behavior and should be treated as part of the operational base.How to use itDo not disable it unless you fully understand the dependency impact across...

PurposeThis feature manages editable website pages, slugs, and SEO-related settings.How to use itUse it when the CRM is also being used to manage public-facing site content.Connected a...

PurposeThis feature is used to manage payment refund workflows.How to use itUse it when recorded payments need to be reversed or adjusted in a controlled process.Connected areas...

PurposeThis feature sends or prepares recurring business reports for operational visibility.How to use itUse it when managers or teams need scheduled reports on customers, leads, projects, tas...

PurposeThis feature connects lead sources such as Facebook, Google Ads, and LinkedIn into etellu System.How to use itUse it when inbound digital campaign leads need to flow directly into the C...

PurposeThis feature manages stock-related records and inventory visibility.How to use itUse it when physical items, stock levels, or inventory-linked business workflows are part of operations....

PurposeThis feature supports in-person or terminal-based Stripe payment workflows.How to use itUse it when card-present payment collection is part of the billing process.Connected area...

PurposeThis feature contains custom business logic specific to this etellu System environment.How to use itUse it as the layer that applies workflow-specific behavior such as lead table change...

PurposeThis feature applies additional visual styling across the CRM interface.How to use itUse it when the team wants consistent branding or interface-level style changes.Connected ar...

PurposeThis feature manages appointment scheduling and related time-based interactions.How to use itUse it when meetings, bookings, or scheduled service slots need to be tracked in the CRM....

PurposeThis feature manages SMS, calls, email, templates, logs, and scheduled follow-up communication workflows.How to use itUse it when staff need all outreach activity connected directly to ...

PurposeThis feature supports electronic invoice workflows and related billing compliance needs.How to use itUse it when invoicing must follow a more formal digital invoicing process.Co...