COMPLETE PLATFORM MODULES
Understand the full OpsKey CRM workspace before you register.
OpsKey CRM brings customer records, sales documents, product catalogues, orders, payments, licences, renewals, support cases, reports and staff access into one structured operating environment. The sections below explain what each module is designed to manage.
One connected workspaceBuilt for sales, finance, support, administration and leadership visibility. PLATFORM OVERVIEW
Designed around the complete commercial customer lifecycle.
The platform is suitable for companies that need a clearer way to move from enquiry to quotation, payment, delivery, support and renewal. Each module works inside the same workspace so teams can reduce scattered files and disconnected follow-ups.
01
Customer 360° CRM
Maintain one structured profile for every organisation you serve. The module helps teams preserve customer information in a consistent format instead of relying on separate spreadsheets, personal inboxes or isolated staff notes.
Company and contact-person detailsJob title, email, phone and WhatsApp fieldsCountry, industry and lead-source recordsLifecycle stages: lead, prospect, customer and inactiveBilling address, tax details and website fieldsCustomer notes, files and related commercial history
02
Products & Order Management
Build and maintain a reusable catalogue for software, services and subscription products. Create customer-linked orders with defined line items, commercial terms and status tracking.
Product catalogue with vendor and category fieldsSKU, licence type and default termDefault currency and pricing fieldsCustomer-linked orders and order numbersLine items, quantities, unit prices and discountsDraft, quoted, invoiced, paid and completion statuses
03
Executive Document Generation
Generate consistent customer-facing files using editable DOCX templates. Organisations can apply their own company information and document prefixes so issued documents follow a controlled professional standard.
Quotation documentsProforma invoicesPayment receiptsCommercial invoicesActivation formsActivation confirmation letters
04
Payments, Expenses & Finance Visibility
Record incoming customer payments and internal expense entries against a clearer commercial history. The module supports internal visibility and reporting; it does not replace professional accounting software or statutory financial advice.
Payment amount, currency and payment methodReference numbers and payment datesReceived, partially received, cleared, refunded and void statusesExpense categories, vendors and referencesOutstanding-balance visibilityDate-range sales and audit-oriented reports
05
Licence, Subscription & Renewal Control
Track products that require activation dates, expiry dates, assigned-user details and renewal follow-up. This is useful for software resellers, managed-service providers and subscription-based businesses.
Customer-linked licence recordsProduct, term and quantity fieldsActivation and expiry datesAssigned vendor-account emailIndividual assigned-user recordsRenewal reminders and follow-up communication
06
Support Ticket Management
Provide a structured location for customer-support communication. Ticket records help teams keep case subjects, statuses, replies and permitted file attachments together instead of spreading support activity across multiple informal channels.
Customer-facing ticket submissionCase status and reply historyPDF, PNG and JPG ticket attachmentsControlled file-size validationSupport-team accessInternal traceability of ticket messages
07
Reports & Operational Review
Review important commercial records with date-range reporting tools. Reports help management inspect sales activity and monthly audit-related summaries using structured records already maintained inside the workspace.
Sales workbook generationMonthly audit workbook generationDate-range filteringCustomer-linked commercial summariesPayment and expense visibilityDownloadable reporting workflow
08
Role-Based Staff Access
Separate responsibilities using defined workspace roles. Owners and administrators manage the workspace, while operational staff receive access aligned with their duties.
OwnerAdministratorSalesFinanceSupportViewer
09
White-Label Workspace Settings
Configure organisation information, upload a company logo, define authorised representative details and manage editable templates so the workspace reflects the identity of the subscribing business.
Company logo uploadCompany registration and tax fieldsRegistered address and contact detailsBanking-information fieldsDocument prefixes and validity settingsEditable DOCX template uploads
10
SaaS Workspace Subscription Administration
Each subscribing organisation receives its own workspace account. Workspace registration, plan selection, trial status and subscription-payment review are handled through the platform operating layer.
Trial-workspace registrationMonthly and yearly plan selectionWorkspace-level subscription statusPayment-proof submission workflowManual subscription verificationPlatform-admin workspace review
11
Enterprise Security Center
Strengthen account access with email verification, authenticator-app MFA, session visibility, session revocation and security-event records.
Email-verification workflowForgot-password and secure reset linksAuthenticator-app MFAActive-session visibilitySession revocationSecurity-event register
12
Branches, Departments & Approval Governance
Model larger organisational structures and preserve maker-checker records for sensitive commercial actions.
Branch recordsDepartment recordsCustom permission rolesStaff invitationsApproval requestsReview decisions and notes
13
Pipeline, Opportunities & Tasks
Extend account management with early-stage lead records, commercial opportunity tracking and internal task assignment.
Lead captureOpportunity stagesExpected close datesInternal tasksPriority and due datesAssigned owners
14
External Customer Portal
Create restricted external logins for customers to view commercial records and submit support tickets through a dedicated portal.
Customer-facing loginOrder visibilityDocument downloadsLicence and expiry visibilityTicket submissionPortal-access management
15
Privacy & Continuity Operations
Record privacy requests, retention settings, deployment model, data region, backup evidence and incident-response activity.
Privacy-request formRequest review registerRetention settingsDeployment profileIncident registerBackup register
16
API, Signed Webhooks, SSO & SCIM Foundation
Provide controlled integration building blocks for larger organisations and distributor deployments.
API-key generationCustomer REST APIWebhook signing secretsWebhook delivery registerSCIM bearer tokensSSO configuration records
REVIEW BEFORE REGISTRATION
Need more confidence before starting a trial?
Review the security model, onboarding process, subscription plans and frequently asked questions before registering your organisation.