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AutoCRM Module (Platform)

The core module of the AutoCRM system providing essential platform functions. The AutoCRM module is the heart of the entire system - it manages users, permissions, workflows, automation, and integrations. All other modules (Sales, Warehouse, Invoicing, etc.) are built on top of it and utilize its services.

What is AutoCRM?

AutoCRM is a comprehensive CRM/ERP system built on the EspoCRM platform, extended with specific modules for the Czech and Slovak markets. The system is designed to be modular - you can use only the parts you need.

flowchart TD
    subgraph Platform["AutoCRM Platform"]
        CORE[System Core]
        AUTH[Authentication & Authorization]
        WF[Workflow & Automation]
        INT[Integration & API]
        UI[User Interface]
    end

    subgraph Modules["Application Modules"]
        CRM[Sales/CRM]
        INV[Invoicing]
        WH[Warehouse]
        PROD[Product]
        PROJ[Project]
        MFG[Production]
        HR[HR]
    end

    Platform --> Modules
    CORE --> AUTH
    CORE --> WF
    CORE --> INT
    CORE --> UI

Key Platform Features

User and Permission Management

Feature Description
Users User account management, login credentials
Roles Permission definitions for user groups
Teams Organizational units for data sharing
Portals External access for customers/partners

Workflow and Automation

Feature Description
Workflow Rules Automatic actions on record changes
Approval Processes Multi-level document approval
Scheduled Jobs Automatic operation execution
Webhooks Integration with external systems

Communication and Collaboration

Feature Description
Email Integrated email client
Chat Internal communication system
Calendar Meeting and activity scheduling
Stream Change tracking and communication

Integration and Extensions

Feature Description
REST API Complete API for integration
Webhooks Real-time change notifications
Import/Export Bulk data operations
Extensions Custom module capability

System Architecture

flowchart LR
    subgraph Frontend["Frontend (UI)"]
        WEB[Web Application]
        MOB[Mobile Version]
    end

    subgraph Backend["Backend (Server)"]
        API[REST API]
        BL[Business Logic]
        DB[(Database)]
        CACHE[(Cache)]
    end

    subgraph External["External Systems"]
        BANK[Banks]
        MAIL[Email Servers]
        EXT[Other Systems]
    end

    WEB --> API
    MOB --> API
    API --> BL
    BL --> DB
    BL --> CACHE
    BL --> External

Technology Stack

Component Technology
Backend PHP 8.x, EspoCRM framework
Frontend JavaScript, Backbone.js, Handlebars
Database MySQL 8.x / MariaDB
Cache Redis (optional)
Web Server Apache / Nginx

Security

Authentication

  • Local accounts - username and password
  • LDAP/Active Directory - centralized user management
  • Two-factor authentication (2FA) - TOTP, Google Authenticator
  • API keys - for integration access

Authorization

flowchart TD
    U[User] --> R[Role]
    R --> P[Permission]
    P --> A[Action]
    A --> E[Entity/Records]

    subgraph Permissions["Permission Types"]
        CR[Create]
        RD[Read]
        ED[Edit]
        DL[Delete]
        ST[Stream]
    end

    subgraph Levels["Access Levels"]
        ALL[All]
        TEAM[Team]
        OWN[Own]
        NO[None]
    end

Audit and Logging

Feature Description
Audit Log Record of all system changes
Login Log User login tracking
API Log API call records
Error Log System error tracking

System Customization

Entity Manager

Ability to create and modify entities (data objects):

  • Add custom fields
  • Modify layouts (forms)
  • Define entity relationships
  • Set default values

Layout Manager

Appearance and layout customization:

  • Edit forms (detail, edit)
  • Modify list views
  • Configure search filters
  • Customize mobile display

Label Manager

Translation and label management:

  • Modify field names
  • System localization
  • Custom translations

Documentation Sections

Section Description
Usage User guide for working with the platform
Administration System administration configuration
Reference Technical API and entity documentation

The AutoCRM module is the foundation for all other modules:

Quick Start

  1. Log in to the system
  2. Set up your profile and preferences
  3. Explore the dashboard
  4. Try search and filters
  5. Start working with modules
  1. Review system settings
  2. Create user roles
  3. Set up organizational structure (teams)
  4. Configure workflow rules
  5. Prepare document templates

Need help?

For support, contact support@autocrm.cz or visit the knowledge base.