Ready-to-Use Functional Modules

Functional modules are ready-to-use components of the Citeck platform designed to automate business processes for specific subject areas. Each module covers the complete lifecycle of working with a business object: data types, journals, processing workflows, notifications, and interface settings — everything needed to solve applied tasks without additional development.

The modules are available out of the box and can be configured to fit the processes of a specific organization: extended with additional fields, embedded in cross-functional business processes, or integrated with external systems.

Note

Since release 2025.1.3, functional modules are distributed across workspaces.

Each workspace includes a set of ready-made functional modules for solving tasks in a specific business domain. The user sees only the sections and data related to the selected workspace, which simplifies navigation and separates access. Below is the complete list of out-of-the-box workspaces and their included modules:

Clerical work

Space for managing administrative documentation, processing incoming and outgoing correspondence, as well as organizing and documenting meetings and their outcomes.

Contracts

Space for working with contractual documents.

Service Desk

Space for working with customer requests (tickets) and collecting analytics on technical support work.

Recruiting

Space for performing personnel selection tasks based on department requests.

CRM

Space for working with leads, customers, managing deals.

Datalists

Space containing main datalists, data from which is used when creating most system documents.

Data Lists

Corporate Portal

Space providing access to company materials, news and knowledge bases, as well as supporting main work processes

Project Workspace

Space for project management, organizing team workflow, monitoring tasks.

Note

Instances of CRM, Contracts and Service desk data types are private, i.e., available only within the workspace where they were created.

Install Citeck Community using any of the methods described below:

Deploying Citeck using cross-platform launcher;

Installing Citeck using Docker Compose;

and use the following accounts for work:

Department	Role	Workspace	Role in workspace	User
Management	General Director	Recruiting Contracts	Manager Manager	avraam.libertov
	Commercial Director	CRM	Manager	elvira.danilenko
	Production Director	Recruiting	Manager	pavel.elbrusov
Accounting	Chief Accountant	Recruiting Contracts	User User	ekaterina.dudina
	Accountant	Recruiting Contracts	User User	alexandra.filchenko
Sales and Marketing Department	Marketer	CRM	User	boris.alexeev
	Sales Specialist	CRM	User	veniamin.ivanov
Records Managers	Records Manager	Clerical work Contracts	Manager User	elizaveta.kim
	Records Manager	Clerical work Contracts	Manager User	alia.tarasova
HR Department	Department Head	Recruiting	User	alexey.kozlovskiy
	HR Specialist	Recruiting	User	eva.zaoblachnaya
Technical Support Department	Department Head	Service Desk	Manager	yaroslav.staroverov
	1st Line Support	Service Desk	User	evgenia.makarenko
	2nd Line Support	Service Desk	User	petr.frolov
	3rd Line Support	Service Desk	User	luka.muradov
Legal Department	Lawyer	Contracts	User	fedor.shishkin
	Lawyer	Contracts	User	victor.drozdov

Note

Password for all users: 123

The following features and examples are available:

the Contracts workspace has a category tree available;
all workspaces have card data preview configured;
Corporate Portal is available for all users.
A pre-filled example of a personal workspace is available for user elvira.danilenko.
A pre-filled example of a collaborative workspace is available for users elvira.danilenko and pavel.elbrusov.