Using the Mini-CRM in the Eemel.fi Service
🔧 Enabling Mini-CRM
Go to the Settings menu (gear icon in the top menu)
Select Available Features
Check the box “Mini-CRM enabled?” to activate the feature
📋 Mini-CRM Features
The Mini-CRM includes the following modules:
Customers
Customer Contacts
Documents and Tasks
CRM Customer Log
With Mini-CRM, you can:
Add and edit customers and their contacts
Upload and manage documents and tasks
Review all customer-related activity via the CRM log
👤 Managing Customer Contacts
Each customer has a Contacts tab where you can add and group contacts by role
Contacts are also listed on a dedicated Contacts page, where they can be searched and edited
📂 Document Management (DMS)
You can upload documents to the Document Management section and link them to customers or contacts
Linking to a customer/contact is optional, but recommended for better organization
Documents received via email are automatically stored in the Incoming tab of the Documents page
✅ Adding Tasks
Mini-CRM includes a simple task management feature:
Go to the Documents page
Click Add Task or Open (+)
Fill in task details such as responsible person, description, date, related customer, and optional contact
Eemel.fi will notify you of upcoming tasks before their due date
🕒 CRM Customer Log
All key activities — invoices, documents, tasks, sales — are recorded in the CRM customer log
You can search logs using various filters, making it easy to track recent events for each customer