Enterprise CRM Overview
Audience: front-end end users
Web entry: （https://web.xeromike.com/）
What this module is
Enterprise CRM appears in the product sidebar as Promotion (nav id: promotion_management). Under the current project (tenant) it covers:
- Contacts (company / person, can be nested)
- Contact details (email, address, phone, social, website)
- Email marketing assets (mail templates, campaigns, mail promotion sends)
- Browser sandbox usage (read-only audit)
The manual calls it “Enterprise CRM”. In the product, open the sidebar group Promotion.
How to open it
- After login, open Projects
- Expand Promotion
- Choose a submenu from the table below
![Promotion (CRM) menus]
Capability list
| Sidebar menu | Handbook name | Purpose |
|---|---|---|
| Contact management | Contact management | Company / person contact tree |
| Contact emails | Email list | Contact email details |
| Addresses | Address list | Contact address details |
| Phone numbers | Phone list | Contact phone details |
| Social profiles | Social media list | Social account details |
| Websites | Website list | Official site / URL details |
| Mail templates | Mail templates | Reusable promotion email content |
| Campaigns | Campaigns | Activity container (time range, daily cap, status) |
| Mail promotion | Mail promotion | Actual outbound jobs and records |
| Browser Sandbox Usage | Browser sandbox usage | Sandbox session usage (read-only) |