Choose Your Modules

Leenops's modular design lets you enable only the features you need. You can turn modules on or off at any time — your data is preserved even when a module is disabled.

Accessing Module Settings

1. Click Settings in the left sidebar
2. Select Modules from the settings menu
3. You'll see toggle cards for each available module

Available Modules

CRM (Customer Relationship Management)

What it does:

• Manage contacts, companies, and deals
• Track your sales pipeline from discovery to closed won
• Run email campaigns and track engagement
• Automate follow-ups and task creation

Best for: Sales teams, account managers, business development

Recruiting (ATS)

What it does:

• Post job openings and manage applications
• Screen candidates with AI scoring
• Track candidates through your hiring pipeline
• Generate interview questions and personality insights

Best for: HR teams, hiring managers, recruitment agencies

Key Features:

• AI-powered candidate ranking (0-100 score)
• Bias detection and fairness mode
• Automated reference checking
• Talent pool with semantic search

Projects

What it does:

• Create and assign tasks across your team
• Plan work in cycles (sprints)
• Track time and estimate effort
• Visualize progress with roadmaps and Gantt charts

Best for: Project managers, development teams, agencies

Key Features:

• 6 view modes: List, Board, Calendar, Table, Gantt, Timeline
• Task dependencies and subtasks
• Time tracking with estimated vs actual hours
• Saved views for custom filtering

Support

What it does:

• Manage customer tickets and requests
• Set up SLA policies for response times
• Process emails into tickets automatically
• Track customer satisfaction (CSAT)

Best for: Customer success teams, support desks

Key Features:

• Email-to-ticket automation
• Custom ticket templates
• Priority and status tracking
• Analytics dashboard with volume trends

Finance

What it does:

• Create and send professional invoices
• Track expenses and receipts
• Generate quotations and convert to invoices
• Connect bank accounts for automatic reconciliation

Best for: Finance teams, freelancers, small business owners

Key Features:

• 20+ invoice templates with 8 color variants
• PEPPOL e-invoicing support
• Receipt scanner with OCR
• Recurring invoices and subscriptions

Portals

What it does:

• Create branded external workspaces for stakeholders
• Combine live projects, quotations, invoices, contracts, support, and meetings
• Request approvals with deadlines and schedule impact
• Share selected updates and links to external resources

Best for: Agencies, consultancies, implementation teams, account managers, customer-success teams, and any organization collaborating with external stakeholders

Key Features:

• Reusable client-delivery composition
• Invite-only access with portal-specific roles
• Canonical CRM client identity without duplicate client records
• Google Drive, OneDrive, SharePoint, Dropbox, and Figma pointers

Analytics

What it does:

• Dashboard with KPIs across all modules
• Sales, recruiting, and support reports
• AI-powered insights and predictions
• Custom dashboard builder

Best for: Business owners, executives, data-driven teams

Platform Features (Always On)

These features are available in every workspace and cannot be disabled:

Enabling a Module

1. Find the module card on the Modules settings page
2. Toggle the switch to On
3. The module immediately appears in your sidebar
4. Module-specific settings become available

Disabling a Module

1. Toggle the module switch to Off
2. Confirm the action in the dialog
3. The module disappears from your sidebar

Module Dependencies

Some features work across modules:

Enabling multiple modules unlocks these powerful cross-module workflows.

Recommended Starter Configuration

For Sales Teams

• ✅ CRM
• ✅ Analytics
• Consider: Finance (for invoicing)

For Recruitment Agencies

• ✅ Recruiting
• ✅ CRM (for client management)
• ✅ Portals (for client-facing delivery and decisions)
• ✅ Analytics

For Software Companies

• ✅ Projects
• ✅ Recruiting
• ✅ Support
• ✅ CRM
• ✅ Analytics

For Service Businesses

• ✅ CRM
• ✅ Projects
• ✅ Portals
• ✅ Finance
• ✅ Support

Next Steps

Now that you've chosen your modules, learn how to navigate Leenops effectively:

Or jump directly to documentation for your enabled modules:

• CRM Documentation
• Recruiting Documentation
• Projects Documentation
• Portals Documentation
• Support Documentation
• Finance Documentation