Learn Krayin from Scratch

The course starts with an introduction to the Krayin framework and its architecture. Once Krayin is set up, students will learn how to create Leads, Pipelines, Quotes, Workflow, Email-Templates and many more.

In this video, We will be going to discuss how to create Leads, Users & Products

Leads - A Lead is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM. Lead records are designed to store all known information on the lead, including company name, address, contact details, and the lead's current position in the sales funnel.

Users - A user typically refers to an individual who interacts with the CRM platform to manage customer relationships, sales processes, marketing campaigns, and other related activities.

Products - Products encompass tools and functionalities designed to manage customer relationships effectively, including contact management, sales automation, marketing automation, customer service and support, analytics and reporting, integration capabilities, mobile CRM, customization and scalability, and AI and machine learning features.

In this video, We will be going to discuss how to create Pipelines, Types & Sources

Pipelines - A pipeline refers to the stages through which a potential customer progresses from initial contact to conversion. It's essentially a visual representation of the sales process, outlining the steps that sales representatives take to move prospects from being leads to becoming paying customers.

Types - It is the model that identifies weather it is an existing business or a new business also you can create new types.

Sources - Sources refer to the channels or methods through which leads or prospects enter your sales pipeline. Accurately tracking the sources of leads is crucial for understanding the effectiveness of your marketing and sales efforts, as well as for optimizing your lead generation strategies.

In this video, We will be going to discuss how to create Email Templates, Workflow & Attributes

Email Templates - Email templates are a fast and easy way to send repetitive and recurring emails to multiple customers. They help save time and provide a way to create consistent, professional, preformatted email messages that can be used when communicating with customers.

Workflow - A CRM workflow is a series or collection of steps required to complete a business process such as making a sale or responding to a customer complaint. You can think of a CRM workflow as a line of dominoes you need to knock over to get from an initial trigger to your desired outcome.

Attributes - Attributes are used to record distinctive information on (potential) business partners, contacts, opportunities, or activities and to segment data when specifying a batch selection for generating activities, mail merge (letters), or flexible reports.

In this video, We will be going to discuss how to create Users, Roles, Groups & Web Forms

Users - A user typically refers to an individual who interacts with the CRM platform to manage customer relationships, sales processes, marketing campaigns, and other related activities.

Roles - In Krayin CRM, roles typically refer to predefined sets of permissions and access levels that determine what actions users can perform within the system. These roles help to manage and control the level of access granted to different users based on their responsibilities and job functions.

Groups - In Krayin CRM, groups typically refer to a feature that allows users to categorize or segment contacts, leads, or customers based on certain criteria. These groups can help organize data and streamline communication or marketing efforts. Users can create groups based on various factors such as demographics, interests, purchasing behavior, or any other relevant attributes.

Web Forms - Web forms simplify the process of capturing visitors' or users' information from your website into your CRM system. They are designed to automate the importing of data. Non-technical users find it easy to design and publish their web forms.

In this video, We will be going to discuss how to create Mail, Activity & Quotes

Mails - It typically refers to electronic mail, commonly known as email. It's a method of exchanging digital messages between people using electronic devices such as computers, smartphones, and tablets. Email is widely used for communication in both personal and professional settings.

Activity - It typically refer to any interactions, tasks, or events associated with managing relationships with customers or prospects. These activities can include various actions by sales, marketing, and customer service teams to engage with customers, nurture leads, and support ongoing relationships.

Quotes - In the context of Customer Relationship Management (CRM), typically refer to formal proposals or estimates provided to potential customers outlining the products or services offered, along with their associated prices. These quotes serve as documented offers, detailing the terms and conditions of a potential sale.

In this video, We will be going to discuss how to add Locales Configurations

To display your website in a different language you need to set the Locale in Krayin. Having more than one language for your website can improve the shopping experience for your customers.