A Complete User Guide of Krayin CRM

Krayin is easy to use and most popular Opensource Laravel CRM. While the platform offers plenty of flexibility, its singular goal is to help salespeople to achieve their goals. “A complete User Guide of Krayin CRM” will let you know everything you need to know about Krayin.

A Complete User Guide of Krayin CRM

Dashboard:

First, you need to login into the Admin Panel of Krayin CRM, then you will be able to see the Dashboard with the following features.

Leads Overtime: In this section, you would be able to see the Won (green color) and Lost (red color) lead according to week-wise.

Leads Started: Here you can see the number of leads week-wise. For instance, in the first week, there would be 1 lead or in the second week, there would be 3 leads.

Top Leads: In this section, you can see the highest amount of lead in the top lead.

Activities: In the graphical representation, you can see all activities like meeting, call, and lunch.

Pipelines: In the pipeline, you would be able to see all the leads in the default pipeline and in the newly created pipeline.

Emails: Here you can check all the emails like inbox, outbox, draft, outbox, etc.

Dashboard of Krayin CRM

Customers: When lead will be won then it’ll become a customer. In this view, you can see all the customers week-wise.

Top Customers: Who has more leads, will show in the Top Customer’s list.

Products: It will also show as week-wise. If you add a product every week then it’ll show there.

Top Products: All the products which have the higher amount, it’ll shown in the Top Products.

Quotes: All the quotes you have created, will appear in the graphical representation.

Note: Once you will click on the “+” sign then you would able to add various features directly from there, as you can see in the below image.

A Complete User Guide of Krayin CRM

Note: You can update and remove the user profile photo by clicking on the My Account.

A Complete User Guide of Krayin CRM

Leads:

Kanban View of Lead:

Leads refer to the contact or potential customer also known as “prospects”. When you will receive the interest of any customer then you can create the lead. You can drag and drop the leads from one stage to another and many more features you can find here: https://krayincrm.com/how-to-create-leads-in-krayin-crm/

Leads in Krayin CRM

List view of Lead:

Here you can edit, delete and also perform mass actions like delete and update stage of the leads.

A Complete User Guide of Krayin CRM

Krayin Google Integration:

By integrating the Google with Krayin CRM, you would be able to perform and track all the activities, tasks in your synced Google account.

Google Calendar and Meet in Krayin CRM

Quotes:

In Krayin CRM, Quotes are legal agreements between a customer and vendor to deliver the customer’s requested products in a specified time frame at a predefined price. You can create quotes from here: Dashboard –> Quotes –> Create Quote

Note: You can directly create the quotes by editing the leads as well.

Quotes in Krayin CRM

Mail:

 In the mailbox, you can access comprehensive CRM information on the sender and associated project at the touch of a button. Email service in Krayin CRM will provide you centralized access to information, all files, e-mails archived messages, etc. For sending mail you need to go to Dashboard –> Mail

Note: For Reference, you can go through this link: https://krayincrm.com/how-to-manage-emails-in-krayin-crm/

A Complete User Guide of Krayin CRM

Activities:

Tasks, Calls, and Meetings modules in Krayin CRM are useful in giving a complete perspective of the respective sales activities that are performed for a prospect for that you have to go to Dashboard –> Leads –> Create Activity

For Reference: https://krayincrm.com/how-to-manage-crm-activities-in-krayin/

Mails in Krayin CRM

Contacts:

Persons:

In Krayin CRM you can create, edit, delete and perform bulk actions in the person section. Now you can export the person’s data into XLS and CSV format.

Contacts in Krayin CRM

Organization:

Go to Contacts –> Organization and click on Add Organization.

Organization In Krayin CRM

Products:

To Add Products open the Admin Panel and go to Dashboard –> Products

Products in Krayin CRM

Setting:

In the setting, there are various options like :

User: Manage all your users and their permissions in the CRM, what they’re allowed to do.

Lead: Manage all your leads related settings like Pipeline, Sources, and Types in the CRM.

Automation: Manage all your automation-related settings like Attributes, Email Templates and Workflow automation in the CRM

Other Settings: Manage all your extra settings as webforms and tags in the CRM

Setting in Krayin CRM

Configuration:

From here you configure the language of the Krayin CRM, By default, we are providing you English, Turkish and Arabic language. We are working on other languages as well.

In this blog, I tried to explain everything about the Krayin CRM. If you have any queries or suggestions then get back to us on the below links:

Ticket: https://webkul.uvdesk.com/en/

Support: [email protected]

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I had difficulty installing it on the VPS... the support helped me quickly... they were very attentive and helpful... the platform is sensational, it's worth trying it out to see if it meets what you need, in my case it was perfect.

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