Crm packages

Data-at-rest encryption with tenant secrets, encryption keys, and field-level encryption policies.

Channel partner programs with levels, fund management, marketing budgets, and network synchronization.

Member lifecycle tracking with currency balances, tier status, ledger traceability, and membership transitions.

Market segmentation, activation audiences, marketing forms, landing pages, and journey decision configuration for targeted marketing campaigns.

Live agent chat sessions, transcript events, telephony dialer usage, call center agent favorites, and supervisor skill configuration for real-time customer engagement.

A self-service knowledge base powering article creation, versioning, categorization, feedback, and intelligent search.

Insurance policy lifecycle, coverage spec, line-of-business, rate plan, and commission configurations for the Industries Insurance vertical.

Key performance indicator definitions and KPI set mappings that drive retail execution measurement and reporting.

People are complicated — and so are their financial relationships. Models parties, profiles, credit data, income, expenses, screening, and the web of connections between individuals and entities.

Compact layouts, Lightning component resources, Aura definitions, search and profile layouts, quick actions, path assistant steps, and UI format specifications that control the user interface.

Demand forecasting at the account and product level with period metrics and manual adjustments.

Keeping the channel happy. Manages producer relationships, policy assignments, split arrangements, commission statements, and the intricate math of who earns what on every deal.

Work order tracking, line item history, service resource management, and field service organizational settings for managing on-site service operations.

Program templates, component forecasts, variant tracking, and opportunity schedule integration for production planning.

Declarative calculation engine objects including procedure definitions, steps, variables, versions, and insight range bounds for business logic computation.

Low-code digital experience tools for building guided flows, data transformations, and reusable UI components.

Document checklist settings, generation settings, template configs, e-signature configurations, and briefcase definitions for document lifecycle management.

apptivo API schema: 5 streams, 320 fields.

Batch job configuration and run-status tracking for scheduled background processing of large-scale data operations.

Feature flag and configuration settings objects spanning industries, cloud products, and platform capabilities that control org-wide behavior toggles.