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All Services Module

What This Is​

The All Services module is where you connect external tools to Franmantra CRM. These services help with email, SMS, calls, calendars, meetings, social posting, and lead capture.

Services are divided into two tabs: Business and Personal.

All Services pageAll Services page

When To Use It​

Use All Services when you want to:

  • Connect a business-level email, SMS, calling, social, or lead service.
  • Connect a personal email, calendar, or meeting account.
  • Add a new service connection.
  • Review which services are already connected.
  • Keep business tools and personal tools separated.

Business Services​

The Business tab is used for services that belong to the business account.

Business services include:

  • Facebook: connect a Facebook account or page and create posts from the CRM.
  • Instagram: connect an Instagram account and manage posting from the CRM.
  • LinkedIn Pages: connect LinkedIn company pages and publish business updates.
  • Instagram Business: connect an Instagram Business account for business-level social posting and engagement.
  • Twilio: connect Twilio to send SMS messages, handle calls, and support phone-based communication.
  • Mailgun: connect Mailgun to send business emails through configured sending domains.
  • Custom SMTP: connect your own SMTP server for outgoing business email.
  • Gmail (SMTP): connect Gmail SMTP to send business emails through a Gmail account.
  • LinkedIn Leads: connect LinkedIn lead sources to capture and manage incoming leads in the CRM.
  • Google Business Profile: connect a Google Business Profile to manage business presence and customer engagement.
All Business ServicesAll Business Services

Personal Services​

The Personal tab is used for services connected to one user's account.

Personal services include:

  • Gmail (Two-Way Sync): connect a personal Gmail account to sync email conversations both ways.
  • Google Calendar: connect a personal Google Calendar to sync events and appointments.
  • Outlook Calendar: connect a personal Outlook calendar to sync meetings and scheduled events.
  • Google Meet: connect Google Meet to create meeting links for appointments and video calls.
  • Zoom: connect Zoom to create and use Zoom meeting links for scheduled calls.
  • Outlook Email: connect a personal Outlook email account for email communication and sync.
All Personal ServicesAll Personal Services

Basic Workflow​

  1. Open Settings > All Services.
  2. Select Business or Personal.
  3. Click New Connection.
  4. Choose the service you want to connect.
  5. Enter credentials or authorize the account.
  6. Save the connection.

Example​

If your business wants to send SMS messages, open the Business tab and connect Twilio. If a user wants to sync their own calendar, open the Personal tab and connect Google Calendar.

Notes​

  • The New Connection list changes based on the selected tab.
  • Business services are shared at the business level.
  • Personal services belong to the user who connects them.