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HomeCRMData dictionary
CRM module

Data dictionary

Catalogue and document all the data in your CRM in one single place.

The module

Data dictionary

Catalogue and document all the data in your CRM in one single place.

The Data dictionary module lists every field, list and piece of information handled inside your CRM. It gives you a clear view of your data structure, makes it easier for your teams to get up to speed and guarantees consistent information right across the tool.

Key points

What this module brings you

A module designed to fit naturally into your CRM and your business processes.

Centralised reference

Every field and every value list is documented in one place, available to the whole organisation.

Readable structure

Understand at a glance the meaning and use of every piece of data managed in your CRM.

Guaranteed consistency

Standardise wording and formats to avoid duplicates and inconsistent data entry.

Easier onboarding

New team members get up to speed faster thanks to clear documentation.

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