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Goldilocks CRM: Overview and Account Setup

GoldilocksBuildRunKit CRM:CRM IntroductionDashboard Overview

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GoldilocksThe BuildRunKit CRM is the customer relationship and sales management module within the BuildRunKit ecosystem. Designed specifically for founders and small businesses, itDashboard provides aan simplehigh-level yetview powerful interface to track leads, manage deals, and organizeof your sales pipelinepipeline, withoutcontact themetrics, cluttertask of enterprise-level software.

Getting Started

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BuildRunKit is a unified workspace designed to help you plan, build,progression, and runrecent yourclient business.activity.

One

Left accountNavigation Sidebar

The left navigation panel gives you fullquick access to the core platformCRM plus the Goldilocks Suite (CRM, Invoices,modules and Projects).

user

Exploring the Platform Before signing in, you can use the landing page to explore the resources available to your business:preferences:

  • NavigationCRM Menu:Dashboard: UseThe themain top links to view Features, the Platform overview, Pricing tiers, Contact Us details,metrics and theactivity Blog.hub.

  • Call-to-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 Buttons:Buttons

    Top Header Controls: Displays workspace context, notifications, and active user profile menu.

    Primary Action Buttons:

    • GetAdd Started:Contact: ClickDirectly this to beginlaunches the registrationcontact andcreation onboarding process.modal.

    • SeeAdd Plans:Deal: ReviewOpens subscriptionthe levelsnew anddeal featureconfiguration limits.window.

    Key

    AccessingPerformance YourIndicator Account

    (KPI) Summary Cards

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    The

    Oncetop youmetrics havebar createddisplays yourprimary account,performance you can enter your workspace directly from the main landing page.

    Entry Pointsstatistics:

    • GoTotal toContacts: App:Shows Clicktotal theactive browncontacts buttonand atlinked thedeal topcount right(e.g., of10 the screen to launch the CRM application.Contacts).

    • LanguagePipeline Selection:Value: UseTracks the ENcumulative dropdownmonetary tovalue chooseof youractive preferreddeals interfacein language.the sales pipeline.

    • ThemeActive Toggle:Deals: ClickDisplays theopen Moondeal Icon next to the language settings to switch between Lightcount and Darkwin-rate modes.percentage.

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

    AlternativeMiddle LoginAnalytics Options& Tracking Panels

      If you registered using a third-party account, you can log in instantlyPipeline by clicking: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:

          • GoogleCRM

          • GitHubProjects

          Strategy Hub

          Note:BuildRunKit IfChatbot youAssistant: areFloating onAI thisassistant pagelauncher bypositioned mistakedirectly and need to register, clickin the "Create one for free" link at the top bottom-right of the login box.corner.

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