The Control Hub of Your Business Operating System
The Administration Module puts you in charge of CollabCRM. From billing and employee data to email domains and integrations, it’s the single hub, offering complete governance of every module, every team, and every workflow across your business.
- No Credit Card Details Needed
- 2-Month Free Trial
Your 360° Command Center for CollabCRM
Control That Translate Into Result
Reduction in billing errors
Quicker decision-making
Centralized Admin Capabilities to Run Your Business Smoothly
Dashboard & Visibility
A single-pane view of critical details like business unit info, employee count, billing, and email configurations. Everything you need to check status or take quick action.
Help Desk
Manage internal support tickets, filter and track open vs. closed cases, and ensure your teams always have quick resolution pathways.
Communication Controls
Configure domains and system emails, automate reminders and reports, and ensure communication remains consistent and timely.
Data Management & Governance
Standardize and update master records, migrate data from existing platforms to CollabCRM with confidence, and track every change for better accountability.
Integration & Scalability
Sync leads, career inquiries, and attendance by integrating the website and custom biometric devices with CollabCRM for better streamlined operations and insights.
Billing & Subscription Plan Management
Stay on top of your plan: view details and expiry, track payments, and manage subscriptions with ease.
See How Collab Administration Puts You in Control
Insights That Give You the Full Picture of Your Organization
Billing & Revenue Report
Track invoices, payments, and revenue trends across clients or business units. Spot overdue payments and manage cash flow efficiently.
Business Unit Overview
Quick snapshot of each unit’s email, currency, employee count, and activation status. Identify underperforming or inactive units instantly.
Help Center Overview
Get an overview of the total number of tickets raised within the organization, including the number of open and closed tickets, to understand where the team is facing challenges.
Take Control of Your Business Today!
Take Control of Your Business Today!
FAQs
What is the purpose of the Admin module in CollabCRM?
The Admin module serves as the control center for your business setup. From configuring email domains to managing master data, integrations, and reports, it ensures your organization runs smoothly with one centralized point of control.
Can we customize the dashboard view?
Yes, the CollabCRM's Admin dashboard can be customized as per your organizational structure by selecting fields you want to have a bird's-eye view into.
Is there a limit to how many administrators I can have?
As of now, CollabCRM can have one admin only. However, if there’s a requirement to add more stakeholders, you can request that from the help desk, and our team will help to accommodate that.
Can I change admin permissions later?
Administrator permissions are fully flexible and can be modified at any time. You can adjust access levels, reassign roles, add new administrators, or restructure permissions as your organization evolves.
How long does the initial setup take in CollabCRM?
Basic administration module configuration typically takes 24 hours for most organizations. This includes setting up user roles, configuring essential email settings, and importing basic master data. More complex implementations involving biometric integrations, extensive data migrations, or multiple third-party connections may require additional time and IT coordination.
Do you provide onboarding support?
We offer comprehensive onboarding assistance, training sessions for teams, and ongoing support. Whether you need quick tutorials or dedicated workshops, we ensure your team gets the most out of CollabCRM’s Administration module.
How does the Admin module handle data migration?
The Data Migration feature provides comprehensive import capabilities with step-by-step guidance. You can migrate data to CollabCRM for different functions:
- People: employees, emergency contacts, exit reports, asset types, assets, leave balance, departments, and designations
- Sales CRM: contacts, companies, leads, and deals
- Recruitment: jobs and candidates
- Project Management: projects and project team members
- Administration: skills
The system includes pre-import instructions, validation checks, and detailed progress tracking to ensure smooth, accurate data transfers from your existing systems.
Can I see what data migrations and changes have been made?
Yes, there's an option to view the history for a particular data import you do from the data migration feature. It enables you to have visibility into:
- Who performed data migrations or exports
- When changes were made, and in which modules
- Success vs. failure records for all operations
- Detailed logs of system modifications
This comprehensive tracking supports compliance requirements, security auditing, and operational transparency across your organization.
What master data can I configure?
You can configure master data like skills, currency, and country lists.
How do I control which system emails are sent?
The Email Status section provides granular control over all system-generated communications. You can:
- Toggle individual email types on or off (project approvals, rejections, and notifications).
- Configure sender email addresses for different communication types.
- Set up custom email domains for professional branding.
- View detailed explanations of each email's purpose and trigger conditions.
This ensures you send only relevant communications while maintaining professional brand consistency.
Can I integrate CollabCRM with third-party tools or my website?
Yes, the API Manager provides seamless integration capabilities:
- Website Lead Integration: Capture leads from your website into CollabCRM
- Career Applications: Direct job application submissions from your careers page
All integrations include detailed setup instructions and don't require extensive technical expertise to implement.
Does the Admin module include billing management?
Yes. The Billing section is there. It will let you view subscription details, track invoices, and access payment history, all in one place.
Do you offer onboarding support?
We offer comprehensive onboarding assistance, training sessions for teams, and ongoing support. Whether you need quick tutorials or dedicated workshops, we ensure your team gets the most out of CollabCRM.
Is my data secure with CollabCRM? How do you ensure compliance?
Yes. CollabCRM safeguards your data with enterprise-grade security. It uses end-to-end encryption, Role-Based Access Control (RBAC), and adheres to ISO 27001:2022, GDPR, and SOC 2 Type 2 standards to ensure data confidentiality and integrity.
The platform also takes secure, automated backups on a scheduled basis to maintain business continuity even during unexpected events.
For accountability, CollabCRM provides detailed audit logs, recording every user action, data access, edit, and deletion, so you can track activities, meet compliance, and prevent unauthorized changes.
