PLATFORM MODULE
Make Your CRM Fit Your Business
The best CRM is not simply the one with the longest feature list. It is the one that matches how your team actually works. Relecca provides multiple customization layers to reflect your unique operating model.
Flexible Custom Fields
Extend core modules to capture business-specific indicators.
- Entities Supported: Customers, Contacts, Leads, Sales, Orders, Tasks, Events, and Time Tracking.
- Field Formats: Custom Text, Numbers, Dates, Dropdown picklists, and Checkboxes.
- Layout Customization: Organize fields into custom sections on profile side sheets.
Ready to configure Customization & Custom Fields?
Get started in under 5 minutes. Import existing CSV lists or invite your team.
Live Interactive Sandbox
Interactive Workflow Designer
Customize operational steps and flow order for onboarding or sales processes.
Phase 1
Client Intake
Collect lead background details and web form submissions.
Phase 2
Discovery Call
Review service expectations and set up initial proposal parameters.
Phase 3
AI Feedback Analysis
Analyze customer sentiment on won/lost outcomes to auto-schedule remediation tasks.
Phase 4
Onboarding Handoff
Welcome email sync, team dashboard roles, and kick-off scheduling.