Techie Topic

Open Source CRM like Krayin CRM provides powerful tools for sales and business teams to stay organised. Learn how to manage CRM activities in Krayin and meetings, calls, and lunches. Among these tools, the Activities module stands out for scheduling calls, meetings, and even lunches with leads and customers, ensuring no interaction is missed. Let’s explore how to manage CRM activities in Krayin using real interface visuals. How to Manage Activities 1. Navigate to Lead and Click “Activity” Go to Dashboard ⇾ Leads ⇾ Open Lead ⇾ Activity to open the activity popup where you can add a new activity, such as a call , meeting , or lunch for the selected lead. 2. Choose the Activity Type In the popup window titled Add Activity , you will find a dropdown to select the activity type. Krayin CRM allows you to create: Call  — For client calls and follow-ups Meeting  — Schedule meetings at specific times and locations Lunch  — Informal or formal lunch meetings with clients 3. Fill in Act...

In today's digital age, building a strong relationship with the customer is the key to the success of any business. At a time when the prices of software solutions are increasing, Open Source CRM is an option that is capable of delivering better results at a lower cost.   The purpose of CRM is to collect customer data, understand it, and provide better services based on it. Open Source CRM makes this task even simpler.   It is not only cost-effective but can also be changed according to your needs. Let’s See How Open Source CRM Makes Business Digitally Strong?   1. Huge cost savings   Many businesses are now moving towards free CRM solutions as they want to avoid license fees and expensive subscriptions.   Open Source CRM does not have any kind of software license fee, making it an ideal option for startups and small businesses.   2. Complete freedom of customization   The needs of every business are different. That is why businesses want a system ...

Krayin is easy to use and the most popular Open source CRM for Laravel. 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 covers everything you need to know about this Self-hosted CRM platform . 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 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 t...