> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM in Lerian Console

> Manage Holders and Alias Accounts visually inside the Midaz Module of Lerian Console — no API calls needed.

The **CRM** interface is now integrated into the **Midaz Module** within [Lerian Console](/en/platform/lerian-console/about-lerian-console), providing a dedicated interface for managing core entities such as Holders and Alias Accounts. It offers a clear view of your CRM data and streamlines everyday operations.

Explore features, take action, and see how everything connects back to your data — all from a user-focused perspective.

## Accessing CRM features

***

CRM features are available within the **Midaz Module** of Lerian Console. To access them:

1. Open **Lerian Console** and navigate to the **Midaz Module**
2. From the left-side menu, you'll find the CRM entities under the **Accounts** section:
   * **Holders** - Manage individuals and companies
   * **Alias Accounts** - Link holders to ledger accounts

### Available actions

From the Midaz Module, you can:

<Columns cols={2}>
  <Card title="Manage Holders" icon="user" horizontal href="/en/platform/lerian-console/midaz-console/managing-crm-holders">
    Create and manage individuals or companies associated with your accounts
  </Card>

  <Card title="Manage Alias Accounts" icon="link" horizontal href="/en/platform/lerian-console/midaz-console/managing-crm-alias-accounts">
    Link holders to Midaz ledger accounts with business context
  </Card>
</Columns>
