# BuildRunKit CRM
# BuildRunKit CRM Dashboard Overview
### **BuildRunKit CRM Dashboard Overview**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-111447.png)**
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**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-112919.png)**
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**.
[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-113402.png)
#### **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**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-113626.png)**
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**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-113657.png)**
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**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-113847.png)**
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**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-113912.png)**
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**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-114706.png)**
The **Companies** sub-section provides central organizational tracking for client businesses, partner organizations, and parent accounts.
#### **Header & Action Buttons**
- **+ New Company**: Direct action button to open the company setup modal.
- **Generate Report**: Opens the **CRM Companies Report** export modal:
- **Export Count**: Displays total targeted organization records (e.g., *Exporting 1 records*).
- **Export Format Options**: Allows instant downloads via **Export as PDF** or **Export as CSV**.
- **Total Companies**: Tracks the overall number of registered organization profiles.
- **Linked Contacts**: Counts individual contact records attached across all company profiles.
- **Companies w/o Contacts**: Identifies orphaned company records requiring contact assignment.
- **Average Contacts/Co**: Displays the mean contact ratio per parent organization profile.
- **Created This Month**: Highlights recent client onboarding growth and newly registered companies.
- **Search companies...**: Global filter input for locating accounts by name or description keywords.
- **View Switches**: Toggle viewing modes between **Table** (list layout) and **Grid** (card layout).
- **Rows per page**: Dropdown selector to control row density per page (e.g., 10 rows).
- **Pagination**: Standard directional controls to step through company pages.
- **Name**: Primary registered company or trading entity name.
- **Description**: High-level summary of the company's business focus or internal account notes.
- **Contacts**: Total linked contact profiles associated with the organization.
- **View**: Opens the dedicated company profile view showing linked contacts, attached deals, and account history.
- **Edit**: Opens the setup editor to update organization details, company descriptions, or associated profiles.
- **Delete**: Removes the organization record from the CRM directory.
- **+ New Task**: Direct action button to open the task creation modal.
- **Generate Report**: Opens the **CRM Tasks Report** export window:
- **Export Count**: Indicates total targeted task entries (e.g., *Exporting 1 records*).
- **Export Format Options**: Download task lists via **Export as PDF** or **Export as CSV**.
- **Total Tasks**: Displays the cumulative count of all logged task records.
- **Pending**: Tracks open action items awaiting action.
- **Completed**: Counts resolved tasks marked as done.
- **Overdue**: Highlights past-due action items requiring immediate attention.
- **Upcoming**: Displays scheduled future tasks with approaching target dates.
- **Search tasks...**: Text input field to locate task items by title or keyword.
- **All priorities Dropdown**: Filter tasks by urgency level (e.g., High, Medium, Low).
- **All statuses Dropdown**: Filter by execution state (e.g., Pending, In Progress, Completed).
- **All owners Dropdown**: Filter tasks by assigned team member.
- **View Switches**: Toggle display format between **Table** (list view) and **Grid** (card view).
- **Rows per page & Pagination**: Adjust visible items per page and step through task lists.
- **Title**: Name and summary of the action item.
- **Priority**: Visual urgency badge (e.g., *Medium*).
- **Due Date**: Targeted completion deadline.
- **Status**: Current progress indicator (e.g., *Pending*).
- **Row Actions Menu (`...`)**: Quick management options for individual rows:
- **Edit**: Opens the setup editor to adjust task details, deadlines, or priority.
- **Mark complete**: Instantly toggles status to completed.
- **Delete**: Removes the task entry from your workspace.
- **+ New Activity**: Opens the activity logging modal.
- **Generate Report**: Opens the **CRM Activities Report** export window:
- **Export Count**: Displays total targeted activity records (e.g., *Exporting 1 records*).
- **Export Format Options**: Exports data instantly using **Export as PDF** or **Export as CSV**.
- **Total Activities**: Counts all registered logs across categories.
- **Notes**: Displays total standalone internal notes.
- **Communications**: Tracks direct client interactions, such as calls, meetings, and emails.
- **Search activities...**: Text input to filter logs by subject or keyword.
- **All types Dropdown**: Filters activities by log category (e.g., Note, Call, Meeting, Email).
- **All owners Dropdown**: Filters entries by assigned workspace team member.
- **All time Dropdown**: Filters records by specific date ranges.
- **View Switches**: Toggles between **Table** (list view) and **Grid** (card view) layouts.
- **Rows per page & Pagination**: Controls visible row density and steps through multi-page logs.
- **Subject**: The headline title describing the logged interaction.
- **Type**: Visual badge categorizing the entry type (e.g., *Note*).
- **Details**: Brief text preview or full summary of the activity.
- **Date**: The logged completion date (formatted as YYYY-MM-DD).
- **Row Actions Menu (`...`)**: Quick management options for individual entries:
- **Edit**: Opens the setup editor to update activity details, subjects, or dates.
- **Delete**: Removes the record from the activity log.
- **Breadcrumb Trail (Traction Navigation Path)**: `Settings > CRM > Webform`
- **Page Heading**: **CRM Settings**
- **Sub-description**: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."
- **Active Tab**: **Webform**
- **Background Color**: Color picker to set the main container background.
- **Text Color**: Color picker to set the typography shade.
- **Submit Button Text**: Custom text field for the call-to-action button (e.g., *Submit*, *Send Message*).
- **Button Background Color**: Color picker to set the primary button color.
- **Button Text Color**: Color picker to adjust text contrast inside the submit button.
- **Automatic Lead Processing**: Automatically assigns tags and team owners upon submission.
- **Associate Contact Tags**: Multi-select choices using active global tags (*Hot Lead*, *Cold Lead*, *Customer*, *Prospect*, *Partner*, *Vendor*, *Lead*, *Investor*, *VIP*).
- **Create Tag Action**: Inline shortcut button to create a new category tag directly from this tab.
- **Default Lead Owner**: Dropdown selector to automatically assign newly captured leads to a designated team member.
- **Cancel**: Discards changes and exits the modal.
- **Create Webform / Save Changes**: Saves the setup and generates/updates the lead capture form.
- **Breadcrumb Trail (Traction Navigation Path)**: `Settings > CRM > Custom Fields`
- **Page Heading**: **CRM Settings**
- **Sub-description**: "Configure deals, tags, sales pipelines, forms, custom fields, and data management."
- **Active Tab**: **Custom Fields**
- **Label**: Display title of the field (e.g., *Manual*).
- **Type**: Input format assigned to the field (e.g., *Input*).
- **Order**: Up/Down arrow buttons (`↑` `↓`) to reorder field positioning on record forms.
- **Actions**:
- **Pencil Icon**: Edits existing field label, placeholder, or options.
- **Trash Bin Icon**: Deletes the custom field attribute.