brainX

brainX - Base Package and Add-on Packages

Package: BRAINX.CRM

Note

The following description of "brainX Base Package and Add-on Packages" applies only to the CRM version "brainX CRM". In the CRM version "brainX APP", all packages are included by default.

1. General

In addition to the base package, the CRM version "brainX CRM" offers the option to add further packages. These add-on packages provide extended functions and features as well as modules specifically tailored to individual requirements. They can be selected and booked as needed to adapt brainX to your internal processes.

2. brainX Packages

For the CRM version "brainX CRM", five add-on packages are available in addition to the brainX base package.

Base Package

  • BASIC

Add-on Packages

  • SALES
  • MARKETING
  • BILLING
  • SERVICE
  • PROJECTS

Please refer to the following table overviews for information on which additional modules and extended functions and features are included in which packages.

In addition, each page of the handbook indicates which packages contain the described features, integrations and modules.

Note

Add-on packages can be booked individually or in combination to use extended functions and features as well as additional modules.

2.1. Module Overview by Package

Overview of which modules are included in which packages:

BasisSalesMarketingFakturaServiceProjekte
Assets✔✔✔
Tasks✔
Orders✔✔
Reports✔
Connect✔
Visit Reports✔✔
Deals✔
Services✔
Documents✔
Email Marketing✔
Email Accounts✔
Emails✔
Incoming Invoices✔
Purchase Orders✔
Supplements✔
Scheduled Actions✔
Credits✔
Campaigns✔
Contacts✔
Contingents✔✔
Leads✔✔
Vendors✔
Delivery Notes✔
Organisations✔
Recycle Bin✔
Partner✔✔✔
Price Lists✔
Products✔
Projects✔
Project Milestones✔
Invoices✔
Dashboard✔
Cancellations✔
Sync Conflicts✔
Appointments✔
Tickets✔
Timesheets✔✔
Contracts
Templates✔
Website Visits✔✔
Wiki✔

2.2. Features Overview by Package

Overview of which extended functions and features are included in which packages:

BasisSalesMarketingFakturaServiceProjekte
System Automation✔
User Management✔
Multi-tenancy✔
Variable Required Fields✔
GDPR✔
Layout Editor✔
Birthday Appointments✔
Language Editor✔
Change Tracking✔
Tax Settings✔
Currency Settings✔
Interface (REST API)✔
Recommendations✔
Subscribe✔
Mail Server✔
Zapier✔
Theme Customisation✔
CSV Import/Export/Update✔
Multilingual Support✔
Geodata Retrieval✔✔✔
Tags✔
Comments✔
SnapADDY✔✔
Digital Signature✔✔
Digital Assistant✔✔✔
SalesViewer✔✔
ZUGFeRD (XRechnung)✔
DATEV✔
DATEV pRAP✔
Dunning✔
MS Office365 Functions[1]✔
Time Tracking (Clockodo)✔✔
Jira Service Management✔
Jira✔
Payment Processing✔

[1] MS Office365 functions include:

  • Microsoft Exchange integration
  • Microsoft Teams integration
  • Microsoft SharePoint integration