Version 1 modules
Modules are enabled per workspace. Navigation and features appear only for enabled modules.
Client Hub
The foundation for client operations:
- Client records and contacts
- Client 360 unified view
- Client portal user invitations
- Product requests (Orders)
Intake
Public enquiry capture:
- Workspace-scoped public form
- Staff review queue
- Assignment and status progression
- Convert to CRM opportunity (requires CRM)
CRM
Sales pipeline (optional):
- Opportunities with stages
- Activities and notes
- Linked to clients
Ticketing
Support and service requests:
- Priority and status workflow
- Staff assignment
- Client portal visibility
Orders
Product request workflows:
- Quote and fulfilment tracking
- Linked to clients
- Staff-managed lifecycle
Documents & Knowledge
Version 1 is read-only:
- Browse knowledge articles and policies
- Search within the library
- Upload and entity linking — future release
Legacy MSP bundle
Workspaces migrated from the legacy MSP portal may have Phone, Invoices, Reports, and Internet modules. These are not part of the standard Fusion product catalogue for new workspaces.
How modules connect
Intake → CRM opportunity → Client record
Client → Ticket / Order / Opportunity
Documents & Knowledge → reference material (read-only)
All modules share workspace identity, roles, and billing. Disabling a module hides its UI but retains data.