This glossary gathers the terms you will encounter most often in Modari, organized by topic. If at any point you are unclear about what a word means, come back here.
Account and structure
Organization
The legal or commercial entity that owns the subscription. It has a name, a tax ID, and an address. Invoices are issued under its name. An organization groups one or more workspaces.
Workspace
The actual workspace where you operate. It has active modules, members with roles, contacts, deals, products. An organization can have several workspaces (for example, several branches). In most cases, one is enough.
Module
An independent piece of functionality that activates or deactivates without affecting the rest. Examples: CRM, WhatsApp, Billing, Inventory. Each module has its own interface and configuration, but they share the same account and the same members.
Subscription
The monthly plan paid by the organization. It covers platform usage for the entire workspace. It renews automatically each month until you cancel it.
People and permissions
Member
Any person that belongs to a workspace. Each member has a role, which defines what they can see and do. Members are invited by email.
Role
A member's permission level. There are four: Owner, Admin, Member, and Viewer, ordered from highest to lowest permission. Roles are assigned when inviting someone and can be changed at any time.
Owner
The role with full permissions. Can change the subscription, delete the workspace, and reassign the organization. The first Owner is whoever created the account. There can be several.
Admin
Can manage modules, invite and remove members, see all workspace information. Cannot change the subscription or delete the workspace.
Member
Can use the modules they have access to, create and edit records. Cannot invite other members or change general settings.
Viewer
Read only. Can consult information but not modify it. Useful for executive roles that only need to see reports.
Two-factor authentication
An additional security layer. When active, in addition to the password we ask for a code sent to your WhatsApp to log in. Recommended for all accounts.
CRM and sales
Contact
A person registered in the CRM. They can be a current customer, prospect, or lead. They have a name, email, phone, company, interaction history, and notes.
Company
An external organization registered in the CRM. To a company you can associate several contacts (the people working there) and several deals.
Lead
A contact who showed interest but is not yet a customer. They are at the start of the pipeline.
Deal (opportunity)
A specific sales opportunity. It has a monetary value, an associated contact, a current pipeline stage, and a closing probability. It moves through the stages until it closes as won or lost.
Pipeline
The sales process represented as a series of stages. Each stage has a name (for example: Contacted → Meeting scheduled → Proposal sent → Closed). You can have several different pipelines if your business handles several sales processes.
Stage
Each of the pipeline's steps. Moving a deal from one stage to the next is the most visible way to track its progress.
WhatsApp and conversations
Conversation
The exchange of messages with a contact through a channel (for now, WhatsApp). Each conversation is associated with a CRM contact, so the entire history is kept in one place.
WhatsApp template
A pre-approved message by WhatsApp Business that you can send to contacts who have not written to you in over 24 hours. Used for confirmations, reminders, and automated notifications.
Assignment
The act of delegating a conversation to a specific team member. Once assigned, notifications for that conversation go directly to that person.
Chatbot
An automated response triggered by rules or by an artificial intelligence model. It can answer frequently asked questions, qualify leads, or hand off the conversation to a human when it detects the case requires it.
Billing and inventory
Product
A good or service your business sells. It has a name, a price, optionally a code, and, if applicable, stock control.
Invoice
A legal document you issue to a customer to charge for one or several products. It has a number, a date, a customer, and a total. It can be pending, paid, overdue, or voided.
Charge
The record of a received payment. It is associated with an invoice. If you have a payment gateway integrated, charges can be recorded automatically.
Stock
The available quantity of a product at a specific location. It is updated when products come in (purchases) or go out (sales).
Other concepts
Dashboard
The generic name of the panel where you operate the platform. When someone says "the Modari dashboard", they mean everything you see after logging in.
Beta
A feature or module in a testing state: it is already working, but bugs or changes may still appear. When something is marked as beta, we say so clearly so you know what to expect.
Trial
A time window during which you can use Modari without paying. Only applies if you signed up with a trial code.
Notification
An alert inside the dashboard (the bell at the top right) or an email, about something that requires your attention: a mention, an assigned deal, an upcoming appointment, an overdue invoice.
Missing a term?
If you encounter a word that is not in this glossary and you feel it should be, write to us through the contact form. We add it quickly for the next readers.