Navigating KeenCRM — Sidebar & Modules Guide

Sidebar Navigation

The left sidebar is your gateway to all KeenCRM modules. Here's what each section contains:

Core CRM

• Dashboard — Real-time business metrics and analytics
• Contacts — Customer and vendor contact directory
• Companies — Business accounts linked to contacts
• Leads — Lead capture, scoring, and conversion tracking
• Pipeline — Visual deal management (Kanban board)

Sales Operations

• Quotes — Create and manage sales quotations
• Contracts — Contract management with status tracking
• Orders — Sales orders generated from quotes/invoices
• Invoices — Invoice creation, sending, and payment tracking
• Products — Product and service catalog with pricing

Engagement

• Activities — Calls, meetings, emails, and interactions log
• Tasks — Team task management with assignments
• Events — Trade fairs, conferences, and event management
• Campaigns — Marketing campaign builder

Operations

• Commissions — Sales commission tracking
• Support — Customer support ticket management

Settings

• Team — User management and roles
• Branding — Company logo, colors, and invoice templates
• Knowledge Base — Article and FAQ management
• Integrations — Third-party connections