BuildRunKit CRM

• BuildRunKit CRM Dashboard Overview
• BuildRunKit CRM: Contacts Sub-Section
• BuildRunKit CRM: Companies Sub-Section
• BuildRunKit CRM: Deals Sub-Section
• BuildRunKit CRM: Pipeline Sub-Section
• BuildRunKit CRM: Tasks Sub-Section
• BuildRunKit CRM: Activities Sub-Section
• BuildRunKit CRM: Settings Dashboard Overview

BuildRunKit CRM Dashboard Overview

BuildRunKit CRM Dashboard Overview

The BuildRunKit CRM Dashboard provides an high-level view of your sales pipeline, contact metrics, task progression, and recent client activity.

Left Navigation Sidebar

The left navigation panel gives quick access to core CRM modules and user preferences:

• CRM Dashboard: The main metrics and activity hub.

• Contacts: Manage individual client and lead records.

• Companies: Manage parent organization profiles and associated contact groups.

• Deals: Track sales opportunities and revenue targets.

• Pipeline: Visual pipeline stage manager.

• Tasks: Track and manage assigned client action items.

• Activities: Log and review communications (notes, emails, calls, meetings).

• System Utilities (Bottom Bar): Quick links for Settings, Feedback, User Manual, and Help & Support.

Header & Quick Action Controls

Located at the top right of the screen layout:

• Workspace Context Switcher: Displays the currently active workspace name and access permissions in the top left header bar.

• Notification Bell: Clickable bell icon located in the top right utility area to view real-time system alerts, task assignments, and activity updates.

• User Profile Menu: Displays active account details, role status, and quick preferences (theme toggle, language selection, and log out options).

• Add Contact: Direct action button to open the contact creation modal.

• Add Deal: Direct action button to launch the new deal configuration window.

Key Performance Indicator (KPI) Summary Cards

The top metrics bar displays primary performance statistics:

• Total Contacts: Shows total active contacts and linked deal count (e.g., 10 Contacts).

• Pipeline Value: Tracks the cumulative monetary value of active deals in the sales pipeline.

• Active Deals: Displays open deal count and win-rate percentage.

• Pending Tasks: Tracks total open task volume and task completion percentage.

Middle Analytics & Tracking Panels

• Pipeline by Stage: Visual breakdown showing deal distribution across active pipeline stages.

• Activity Breakdown: Tracks logging percentages for Notes, Emails, Calls, and Meetings.

• Task Completion: Displays overall completion percentage alongside priority breakdown levels (High, Medium, Low) and overdue task counters.

Bottom Monitoring Grid

• Recent Deals: Lists recently created deals with quick action to add new records.

• Overdue Tasks: Highlights urgent action items requiring immediate attention with direct link to view all tasks.

• Recent Activity: Logs sequential updates across contacts, deals, and communication streams.

• Recent Contacts: Displays recently added contacts with direct contact details (e.g., Linda Thompson).

Floating Action Utility & Assistant

• Quick Shortcuts Plus Button (+): Located at the bottom-right corner directly above the chatbot, providing instant floating shortcuts to create records across:

  • CRM

  • Projects

  • Strategy Hub

• BuildRunKit Chatbot Assistant: Floating AI assistant launcher positioned directly in the bottom-right corner.

BuildRunKit CRM: Contacts Sub-Section

BuildRunKit CRM: Contacts Sub-Section

The Contacts sub-section provides central directory management for tracking leads, individual client representatives, and account contacts.

Header & Action Buttons

• New Contact: Direct action button to open the contact registration modal.

• Generate Report: Launches the CRM Contacts Report modal to export contact dataset snapshots:

  • Export Count: Displays total active records targeted for download (e.g., Exporting 10 records).

  • Export Options: Download file as Export as PDF or Export as CSV.

Contact Summary Metrics

Top KPI cards display real-time audience breakdowns:

• Total Contacts: Displays total registered contacts (e.g., 10).

• Active Contacts: Tracks currently active lead interactions.

• With Email: Displays total records with valid email addresses attached.

• With Company: Counts records linked to parent organization profiles.

• Tagged: Displays total contacts assigned custom organizational tags.

Directory Controls & Search Bar

• Search contacts...: Input field for searching contacts by name, email, or company.

• Filter Toggle: Filter icon button to refine visible contacts.

• All Tags Dropdown: Dropdown menu to filter records based on specific tags.

• View Switches: Toggle between Table (list view) and Grid (card view).

Contacts Table Data Columns

• Name: Primary contact name alongside job title (e.g., Michael Thompson - VP of Operations).

• Company: Associated client or partner business.

• Email: Direct email address with quick Copy button.

• Phone: Direct contact phone number with quick Copy button.

• Tags: Applied status or categorization tags.

• Row Actions (...): Action menu for editing, viewing, or deleting individual contact records.

Contacts Table Row Actions Menu

Clicking the three dots icon (...) on the far right of any contact row opens a quick-action context menu:

• View: Opens the complete contact record profile to review all details, communication history, linked deals, and notes.

• Edit: Launches the contact editor modal to update profile details, contact information, custom fields, or assigned tags.

• Delete: Removes the contact record from your CRM directory.

BuildRunKit CRM: Adding a New Contact

Clicking the + New Contact button launches the creation modal organized into four main tabs:

1. Details Tab

Captures core profile and organization assignment data:

• First Name * & Last Name *: Required fields for contact identification.

• Email: Primary electronic address.

• Company: Searchable dropdown to select existing organizations, or click + to add a new company instantly.

• Position: Title or role within their company.

• Website: Personal or company web address.

• Owner: Select an internal account manager or sales representative.

• Billing Info: Free-text field for invoice context, tax IDs, or payment notes.

• Notes: Additional background context regarding the contact.

2. Contact Tab

Captures physical location and additional reachability channels:

• Address: Multi-line physical mailing or billing address block.

• Phone Numbers: Dedicated inputs for primary Phone, Mobile Phone, and Other Phone.

• Additional Contact Methods: Expandable section to add non-standard communication channels (e.g., Skype, WhatsApp).

• Social & External Links: Expandable section to attach web profiles (e.g., LinkedIn, X, personal portfolio).

3. Custom Fields Tab

Displays tailored data fields configured specifically for your business operations:

• Business-Specific Inputs: Pulls directly from user-defined properties configured in Settings > Custom Fields.

• Dynamic Loading: Any custom fields added via system settings automatically populate in this tab during contact creation.

4. Tags Tab

Categorizes contacts for audience segmentation and quick filtering:

• Create New Tag: Input box to type custom tag names and click + Add Tag to create them on the fly.

• Pre-Defined Tags: Checkbox selection for standard stages and categories, including:

  • Status Tags: Hot Lead, Cold Lead, Lead, Prospect

  • Relationship Tags: Customer, Partner, Vendor, Investor, VIP

BuildRunKit CRM: Companies Sub-Section

BuildRunKit CRM: Companies Sub-Section

The Companies sub-section provides central organizational tracking for client businesses, partner organizations, and parent accounts.

Header & Action Buttons

Company Summary Metrics

Top KPI cards display key account breakdown totals:

Directory Controls & Search Bar

Companies Table Data Columns

Row Actions Menu (...)

Clicking the three dots icon on any company row displays quick record management actions:

BuildRunKit CRM: Adding a New Company

Clicking the + New Company button opens the creation modal to register a new organization profile:

• Name *: Required field to enter the company or trading name.

• Description: Multi-line text field to log details, business focus, or general account notes.

• Owner: Dropdown selector to assign account responsibility to active team members within your workspace.

• Modal Actions: Click Cancel to discard or Save to create the record.

BuildRunKit CRM: Deals Sub-Section

BuildRunKit CRM: Deals Sub-Section

The Deals sub-section provides central pipeline tracking to manage active sales opportunities, forecast revenue, and monitor deal conversion metrics.

Header & Action Buttons

• + Add Deal: Direct action button to open the new deal creation modal.

• Generate Report: Opens the CRM Deals Report export modal:

  • Export Count: Displays total targeted deal records (e.g., Exporting 1 records).

  • Export Format Options: Download data instantly as Export as PDF or Export as CSV.

Deal Summary Metrics

Top KPI cards display key revenue and pipeline performance metrics:

• Total Deals: Counts all active sales opportunities logged in the system.

• Pipeline Value: Displays the total unweighted monetary value of all active pipeline opportunities.

• Weighted Value: Calculates projected revenue weighted by win probability percentages across current stages.

• Avg Win Rate: Tracks the overall historical deal conversion percentage.

Directory Controls & Search Bar

• Search deals...: Global text search input to locate opportunities by title or keyword.

• All stages Dropdown: Filter opportunities by pipeline status (e.g., New Lead, Proposal Sent).

• All owners Dropdown: Filter deals by assigned internal account managers.

• View Switches: Toggle view modes between Table (list view) and Grid (card view).

• Rows per page & Pagination: Dropdown menu and directional controls to navigate multi-page lists.

Deals Table Data Columns

• Title: The primary name assigned to the sales opportunity.

• Contact: Associated primary contact name and parent organization profile.

• Value: Total deal monetary value alongside calculated weighted revenue value.

• Stage: Current pipeline status badge (e.g., New Lead).

• Expected Close: Target completion date for closing the sale.

• Row Actions Menu (...): Context menu providing direct View, Edit, and Delete options for individual deal records.

BuildRunKit CRM: Adding a New Deal

Clicking the + Add Deal button opens the creation modal divided into two tabs:

1. Details Tab

Captures primary deal parameters and financial forecasts:

• Title *: Required field to enter the opportunity name.

• Contact *: Required dropdown selector to associate the deal with an existing contact record.

• Stage *: Required dropdown selector to set the initial position within your sales pipeline.

• Value: Monetary worth of the opportunity.

• Probability (%): Estimated likelihood percentage of winning the deal, used to compute weighted pipeline value.

• Expected Close Date: Date picker input to target target contract execution or closing.

• Owner: Dropdown menu to assign deal management responsibility to a workspace team member.

• Description: Multi-line text field to enter context, negotiation notes, and opportunity details.

2. Custom Fields Tab

• Tailored Deal Data: Dynamic inputs populated from Settings > Custom Fields to capture business-specific deal properties.

• Modal Actions: Click Cancel to discard inputs or Create to record the deal in your pipeline.

BuildRunKit CRM: Pipeline Sub-Section

BuildRunKit CRM: Pipeline Sub-Section

The Pipeline sub-section offers a Kanban-style view of your sales process, allowing you to drag and drop deals across custom stages while monitoring stage-by-stage valuations.

Header & Action Buttons

• Pipeline Settings: Access stage configurations to customize, add, or reorder pipeline stages.

• + Add Deal: Direct action button to open the deal creation modal.

Pipeline Metrics Cards

• Pipeline Value: Total unweighted financial value across all active pipeline stages.

• Weighted Value: Cumulative projected value calculated using probability percentages.

• Active Deals: Count of open opportunities currently moving through the pipeline.

View Controls & Search

• Search deals...: Global text input to locate deal cards by title or contact.

• All owners Dropdown: Filter active stage columns by assigned team member.

Pipeline Stages (Kanban Columns) Each column summarizes stage metrics (Total Value, Weighted Value, and deal count) and supports drag-and-drop deal movement across stages:

• New Lead: Initial entry point for incoming prospects.

• Discovery: Stage for qualifying lead requirements and budget fit.

• Proposal: Quote or formal proposal delivered to the prospect.

• Negotiation: Active contract or scope terms evaluation.

• Closed Won: Final stage for successfully closed opportunities.

• Closed Lost: Archive stage for deals that did not convert.

BuildRunKit CRM: Pipeline Settings Modal

Clicking the Pipeline Settings button opens a configuration modal that allows you to customize the stages and order for your sales pipeline:

• Restore Defaults: Resets the pipeline stages, sequence order, and color coding back to the system default configuration.

• + Add Stage: Adds a new customizable stage row to your sales process.

• Stage Controls & Ordering:

  • Drag Handle (::): Click and drag to reorder stage sequence numbers.

  • Sequence Indicator: Displays the numerical order of each stage (1 through 6).

  • Stage Name Input: Editable text field to customize stage labels (e.g., New Lead, Discovery, Proposal, Negotiation, Closed Won, Closed Lost).

  • Color Picker Circle: Assigns distinct visual color indicators to each stage for quick Kanban identification.

  • Deals Counter: Displays the total count of active deals currently assigned to that stage.

  • Trash Bin Icon: Deletes individual stages from the pipeline.

• Modal Actions: Click Cancel to discard changes or Save Pipeline to apply the updated stage configuration.

BuildRunKit CRM: Tasks Sub-Section

BuildRunKit CRM: Tasks Sub-Section

The Tasks sub-section helps you organize action items, set follow-up deadlines, and track execution across all CRM contact records and sales opportunities.

Header & Action Buttons

Task Summary Metrics Top KPI cards highlight workload and deadline urgency:

Directory Controls & Search Bar

Tasks Table Data Columns

BuildRunKit CRM: Creating a New Task

Clicking the + New Task button opens a setup modal to log and assign individual action items:

• Title *: Required text field to enter the task name or core action.

• Due Date: Date picker input to assign a completion deadline.

• Status: Dropdown selector to set current progress state (Todo, In Progress, Complete, or Cancelled).

• Priority: Dropdown selector to set urgency (Low, Medium, High).

• Contact: Dropdown menu to link the task to a specific client record.

• Deal: Dropdown menu to associate the task with a specific sales opportunity (requires selecting a contact first).

• Owner: Dropdown selector to assign task responsibility to a team member in your workspace.

• Description: Multi-line text field for additional context, steps, or execution notes.

• Modal Actions: Click Cancel to discard or Save to create the task record.

BuildRunKit CRM: Activities Sub-Section

BuildRunKit CRM: Activities Sub-Section

The Activities sub-section tracks client interactions, including logged calls, meetings, internal notes, and email records.

Header & Action Buttons

Activity Summary Metrics Top KPI cards display cumulative interaction counts:

Directory Controls & Search Bar

Activities Table Data Columns

BuildRunKit CRM: Logging a New Activity

Clicking the + New Activity button opens a setup modal to log interactions and record updates:

• Subject *: Required text field to enter the activity headline or topic.

• Type: Dropdown selector to classify the activity (Note, Call, Email, or Meeting).

• Date: Date picker input to log when the interaction occurred.

• Contact: Dropdown menu to link the activity to a specific client record.

• Deal: Dropdown menu to associate the entry with a specific sales opportunity (requires selecting a contact first).

• Task: Dropdown menu to associate the activity with a related task item.

• Owner: Dropdown selector to assign activity logging responsibility to a team member in your workspace.

• Description: Multi-line text field for detailed meeting notes, email copies, or interaction summaries.

• Modal Actions: Click Cancel to discard or Save to log the activity record.

BuildRunKit CRM: Settings Dashboard Overview

BuildRunKit CRM: Settings Dashboard Overview

Top Header Navigation

• Brand Logo: BuildRunKit logo in top-left corner.

• Workspace Selector: Dropdown showing current workspace (Bernadette.F's Workspace) with access tier badge (All Access).

• Top Right Actions: Notification bell icon and user profile dropdown menu (Bernadette.F).

Left Navigation Sidebar

• Back Control: <- Back to Dashboard button to exit settings.

• Account Settings Links:

  • Profile

  • Team & Workspace

  • Modules & Features

  • Billing & Plan

  • Personal Brand

  • Notifications

• Module Settings Links:

  • CRM (Currently Active)

  • Projects

  • Invoice

  • Preferences

• Bottom Sidebar Links:

  • Feedback

  • User Manual

  • Help & Support

CRM Settings Header & Location Tracking

• Breadcrumb Trail (Traction Navigation Path): Settings > CRM > Deals — Tracks location within the settings hierarchy and provides click-back navigation paths.

• Page Heading: CRM Settings

• Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."

CRM Settings Navigation Tabs

• Deals (Active Tab)

• Tags

• Pipeline

• Webform

• Custom Fields

• Import / Export

Deals Tab Configuration Controls

• Section Title: Deal Naming Customization

• Section Subtext: "Tailor the terminology to match your industry (e.g., 'Case' for legal, 'Project' for consulting, 'Property' for real estate)."

• Quick Industry Presets:

  • Deal (Sales & SaaS) — Selected

  • Case (Legal & Law)

  • Project (Consulting & Agencies)

  • Opportunity (B2B & Partnerships)

  • Property (Real Estate)

  • Contract (Professional Services)

• Singular Name *: Input text field showing Deal (Helper text: Used for individual items (e.g. 'Add Case', 'Edit Case', 'Case Details')).

• Plural Name *: Input text field showing Deals (Helper text: Used for lists, headers, and tabs (e.g. 'All Cases', 'Total Cases')).

• Display Icon: 14 selectable icon choices to represent deals across the UI (Dollar symbol currently selected).

Live UI Preview Panel

• Preview Tab Badge: Shows top right button preview (Deals).

• Total Deals Metric Card: Preview showing 24 with dollar icon.

• Action Button Preview: Shows blue + Add Deal primary button.

• Pipeline Stage Preview: Shows stage badge with status dot (Deal In Progress).

Footer & Floating Actions

• Save Changes: Primary action button in the bottom right of the panel to apply configuration.

• Floating Action Button: Blue + button in bottom-right corner.

• Support Widget: AI assistant icon in bottom-right corner.

BuildRunKit CRM: CRM Settings - Tags Tab

Location & Header

• Breadcrumb Trail (Traction Navigation Path): Settings > CRM > Tags

• Page Heading: CRM Settings

• Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."

• Active Tab: Tags

Contact Tag Management Section

• Section Header: Contact Tag Management

• Section Description: "Create and manage tags to categorize your contacts. Use 'Restore Defaults' to add standard business tags."

• Header Actions:

  • Restore Defaults: Button to reset or populate default system tags.

  • + Add Tag: Primary button to create a new contact category tag.

Default Tag List & Row Controls Each tag item displays a custom color badge, label name, and individual management toggles/actions:

• Hot Lead (Red Dot)

• Cold Lead (Light Blue Dot)

• Customer (Green Dot)

• Prospect (Orange Dot)

• Partner (Purple Dot)

• Vendor (Dark Navy Dot)

• Lead (Red Dot)

• Investor (Medium Blue Dot)

• VIP (Bright Blue Dot)

Row Action Icons (Right Side)

• Active Toggle Switch: Enables or disables the tag for contact categorization across the CRM.

• Pencil Icon: Edits the tag name or assigned color badge.

• Trash Bin Icon: Deletes the tag entry from the system.

BuildRunKit CRM: CRM Settings - Pipeline Tab

Location & Header

• Breadcrumb Trail (Traction Navigation Path): Settings > CRM > Pipeline

• Page Heading: CRM Settings

• Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."

• Active Tab: Pipeline

Pipeline Stages Section

• Section Header: Pipeline Stages

• Section Description: "Customize your sales pipeline stages. Drag to reorder."

• Header Actions:

  • Restore Defaults: Button to reset stage order, names, and color coding to default presets.

  • + Add Stage: Primary button to append a new stage to the sales process.

Configured Stages & Controls Each stage row includes drag-and-drop handles, sequence numbering, text customization, status colors, deal counters, and delete actions:

• Stage 1: New Lead (Blue Circle Dot | Deals Count: 0)

• Stage 2: Discovery (Purple Circle Dot | Deals Count: 0)

• Stage 3: Proposal (Orange Circle Dot | Deals Count: 0)

• Stage 4: Negotiation (Red Circle Dot | Deals Count: 0)

• Stage 5: Closed Won (Green Circle Dot | Deals Count: 0)

• Stage 6: Closed Lost (Grey Circle Dot | Deals Count: 0)

Row Control Elements

• Drag Handle (::): Reorders the stage position in the Kanban sequence.

• Sequence Badge: Displays the numerical step order (1 through 6).

• Stage Name Field: Editable text box to update stage titles.

• Color Picker Circle: Assigns custom badge colors for Kanban board identification.

• Deals Counter: Tracks the number of open deals currently sitting in that stage.

• Trash Bin Icon: Removes the selected stage row.

Footer Actions

• Save Pipeline: Primary action button located at the bottom right to apply all pipeline structural changes across the CRM.

BuildRunKit CRM: CRM Settings - Webform Tab

Location & Header

Lead Capture Webforms Section

Configured Webform Cards Saved lead capture forms display as individual summary cards with the following details and controls:

Create Lead Capture Form Wizard

Clicking + Create Webform (or selecting Edit Webform) opens the multi-tab setup modal:

1. General Tab

2. Fields Tab

3. Style Tab

4. Tags & Assignment Tab

Wizard Modal Actions

BuildRunKit CRM: CRM Settings - Custom Fields Tab

Location & Header

Custom Fields Management Section

Custom Fields Data Table

Add / Edit Custom Field Modal

Clicking + Add Custom Field opens a modal to configure tailored data fields:

BuildRunKit CRM: CRM Settings - Import / Export Tab

Location & Header

• Breadcrumb Trail (Traction Navigation Path): Settings > CRM > Import / Export

• Page Heading: CRM Settings

• Sub-description: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."

• Active Tab: Import / Export

CRM Import & Export Dashboard

The dashboard provides side-by-side modules for exporting system backups and importing bulk data:

• Export CRM Data Panel:

  • Description: "Choose what to export. You can select multiple types and optionally filter by a tag. Files are packaged as a ZIP archive."

  • Select All / Deselect All Toggle: Master checkbox to select or deselect all record categories.

  • Export Categories Checkboxes: Selectable data sets (Contacts, Deals, Pipeline Stages, Tasks, Activities).

  • Filter by Tag Checkbox: Optional toggle to scope exports to specific contact tags.

  • Download Data Button: Primary action button to generate and export the compressed ZIP archive.

• Import Data Panel:

  • Description: "Import contacts, deals, tasks, activities, and notes from CSV files."

  • Upload Files Button: Primary action button to open the step-by-step Import Assistant modal.

Import Assistant Wizard

Clicking Upload Files launches the 4-step guided import tool:

Progress Indicator Steps

1. CONTACTS (Currently Active)

2. SYNC IDS

3. DEALS

4. TASKS

Step 1: Bring in your People Panel

• Heading & Subtext: "Step 1: Bring in your People — Contacts are the heart of Goldilocks CRM. Import them first so we can link everything else to them."

• Download Templates Button: Downloads pre-formatted CSV template files to ensure correct column matching.

• File Drag & Drop Zone: Target area supporting file uploads up to 5MB per file (.csv files only).

• Upload CSV Button: Primary button to select and process local .csv files.

Contacts Template Columns Reference Sidebar A reference guide detailing exact column mapping requirements:

• Notice Callout: "Make sure your column headers match the spelling below exactly. Fields marked as Required cannot be empty."

• Field Schema List:

  • first_name (REQUIRED): Contact first name | Type: Text | Example: John

  • last_name (REQUIRED): Contact last name | Type: Text | Example: Doe

  • email (REQUIRED): Primary contact email address | Type: Email | Example: john.doe@example.com

  • phone (OPTIONAL): Phone number | Type: Text | Example: +1-555-0199

Footer Link

• Documentation Access: "Need help? Check the Import Documentation or contact support."