What Is a CRM Solution Package?

A solution package is a pre-built set of entities, fields, forms, workflows, and data that you can install into your CRM to add a complete feature or business process. Think of it like an app you install on your phone — it adds new capabilities without you having to build anything.

What a solution package contains

A typical solution package includes everything needed for a specific business function:

• Entities — New record types (e.g., Invoices, Projects, Support Tickets)
• Fields — All the fields those entities need
• Forms — Pre-designed layouts so records look good from day one
• Workflows — Automations (e.g., send a reminder when an invoice is overdue)
• Sample data — Optional example records to help you get started
• Translations — Labels in multiple languages

Why solution packages matter

Without solution packages, every customization starts from scratch. You would need to:

1. Create the entity
2. Add fields one by one
3. Design the form layout
4. Build workflows
5. Set up permissions

A solution package does all of this in one click. You install it, and the feature is ready to use.

How HARi CRM handles it

HARi comes with several built-in solution packages (CRM, Tasks, Billing) and supports installing additional ones:

• One-click install — Browse available solutions and install what you need
• Non-destructive upgrades — When a solution updates, your custom changes are preserved
• Mix and match — Install only the solutions you need. A consulting firm might use CRM + Tasks but skip Billing.
• Build your own — Create custom solution packages from your configuration and share them

Learn more: What Is an Entity? | What Is Metadata-Driven Software?