Customer Journeys

Visual workflow automation for Leads, Contacts, Accounts, and Deals

Create Journey

Journey Name	Target Module	Status	Actions

Journey Name

Active Module: Leads

Exit Builder Save Journey

Analytics Dashboard

Real-time insights and CRM status updates

Add Widget

Summary Cards (KPIs) Manage

Pipeline Value Active Total Revenue Active Contacts Active Pending Tasks Active Open Tickets Active Pending Tickets Active

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Pipeline & Revenue

Sales Pipeline Deals by Stage Sales Funnel Total Revenue Expected Revenue Forecast Monthly Revenue Trend Top Deals Win/Loss Ratio Average Deal Size Rotting Deals

Leads & Marketing

Leads by Status Leads by Source Leads by Industry Leads Conversion Rate Deals by Lead Source Campaign Revenue ROI

Targets & Performance

Sales Leaderboard Sales Target Meter Performance Zones Field Comparator Target & Incentive Dashboard

ERP Intelligence

ERP KPI: Leads Growth ERP KPI: Revenue Won ERP KPI: Scorecard AR vs AP Balance Enquiry Monitoring

Tickets & Support

Ticket Status Breakdown Avg Closing Time by User Real-Time Ticket Timeline Open Tickets Pending Tickets Tickets by Status

Tasks & Activities

Pending Tasks Upcoming Activities Overdue Activities History Timeline Key Metrics Tag Cloud Amount by Stage

Add Component

More

Add New Dashboard

Date Range All Time Today Yesterday This Week Last 30 Days This Quarter This Year

Assigned To All Users

Reset Manage Metrics

Pipeline Value

$0.00

Active deal pipelines

Total Revenue

$0.00

Deals closed won

Contacts

0

Customer profiles

Pending Tasks

0

Require action

Open Tickets

0

Active support requests

Pending Tickets

0

In progress & awaiting action

+ Add Metric Restore hidden card

Operations & Ticket Intelligence Center Admin Privileged

Unified monitoring: ticket lifecycles, store circuit resolutions, MTTR per agent, and pending activities

Refresh Ops

Tickets Raised (Total)

0

View all tickets

Active Tickets

0

Open & in progression

Work In Progress (WIP)

0

Being serviced

Closed / Resolved

0

Successfully resolved

Mean Time to Resolution (MTTR) by User

Avg. Closing Duration

Loading MTTR statistics...

Real-Time Ticket Activity Timeline

Live updates

Loading real-time timeline...

Open Tickets (0)

View All →

Loading open tickets...

Pending Tasks (0)

View All →

Loading pending tasks...

Sales Pipeline Funnel

Fetching pipeline data...

Recent Activity Log

Loading recent activities...

Key Metrics

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Sales Gamification

Track team performance, points, and earned badges

Weekly Monthly Quarterly All Time

Leaderboard

Rank	Sales Representative	Total Points
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Badges

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Sales Gamification

Compete with fellow salespeople, track live contest rankings, and win trophies & badges!

Create Sales Contest

My Trophy Cabinet & Badges

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Active Sales Competitions

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Interior Design & Architecture Studio

Turnkey interior execution, 3D render sign-offs, material spec boards, stage billing, site photo streams & snag defect tracking.

New BOQ Estimate Upload 3D Render

Total Active Projects

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--

Material Sign-Off Rate

--%

--

Stage Payments Collected

--

--

Defect Punch List (Snags)

--

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BOQ Estimates 3D Renders & Moodboards Material Specs & Sign-offs Turnkey Payment Milestones Site Photo Stream & WOs Snag Defect Punch List

Room-Wise & Category-Wise BOQs (Bill of Quantities)

Loading BOQ Estimates...

3D Render Concepts & Moodboards

+ Upload New Render

Loading 3D Renders...

Material Specifications & Finishes Sign-off Board

+ Add Material Spec

Loading Material Specifications...

Staged Turnkey Payment Schedule

+ Add Payment Stage

Loading Payment Milestones...

Real-Time Site Execution & Photo Stream

Loading site progress photos...

Subcontractor Work Orders

Loading subcontractor orders...

Room-Wise Post-Installation Defect Snag List

+ Report Defect Snag

Loading Snag Items...

Material Requirements Planning (MRP) & MES Engine

Explode multi-level BOMs, calculate net material shortages, and auto-generate Purchase Orders & Work Orders.

Auto-Generate POs & WOs

Target Finished Product * Loading products...

Target Production Qty *

Due Date

Run MRP Calculation

Net Material Requirements & Shortage Analysis

Select a product and click "Run MRP Calculation"

Supply Chain, Fulfillment & Barcode Operations

Manage multi-warehouse bin locations, real-time low-stock alerts, procurement RFQs, and barcode scanner workflows.

Mobile Barcode / QR Scanner

Real-Time Low-Stock Reorder Alerts

Loading low-stock alerts...

Bin Locations (Aisle / Shelf)

Loading bin locations...

Procurement RFQs & Vendor Quotes

Loading RFQs...

Order Fulfillment (Pick ➔ Pack ➔ Ship)

Loading fulfillment orders...

Human Resources Management System (HRMS)

Manage employee records, automated payroll processing, weekly timesheets, PTO accruals, and performance goals & reviews.

Run Automated Payroll Batch Submit Timesheet

Employee Directory & PTO Accruals

Loading employee directory...

Timesheets Queue

Loading timesheets...

Quarterly Goals & Target KPIs

Loading goals...

Performance Reviews & Compensation Planning

Loading reviews...

Enterprise Finance, GL & Accounts Engine

Manage General Ledger journal entries, Accounts Payable (AP) payment runs, Accounts Receivable (AR) dunning reminders, and fixed asset depreciation.

Post Journal Entry

Accounts Payable (AP) Aging & Payment Run

Run AP Payment Run

Loading AP aging...

Accounts Receivable (AR) Aging & Dunning

Send Dunning Notices

Loading AR aging...

Fixed Asset Register & Depreciation Schedules

Loading fixed assets...

Loading Dynamic Display Studio...

Canvas Templates Studio Design Once • Apply Everywhere

Create master form & card layouts, map slots across CRM modules, and synchronize UI updates seamlessly.

Template Gallery Visual Studio

Import Key New Template

All Templates Sales & Deals Executive Customer 360 Operations & Support Finance & Billing Minimalist

Loading master Canvas templates...

Executive Sales Customer 360 Operations Finance Minimal KEY: CNV-TMPL-INIT

Preview As: Leads Contacts Accounts Deals HelpDesk Quotations

Associate Modules Share / Export Save & Apply Everywhere

Component Palette

Drag components onto the master card layout.

Header & Identity

Primary Title

Subtitle / Tagline

Status Badge

KPIs & Metrics

Dual Metric Tiles

Details & Grid

2x2 Fields Grid

Line Divider

Actions

Action Buttons

Associated Views (Design once, apply everywhere) 0 Modules

Link Module

No modules associated yet. Click "Link Module" or "Associate Modules" to deploy this template.

Master Styling Field Mapping

Theme Accent Color

Card Background Style Glassmorphic Blur Solid Clean Card Subtle Theme Gradient

Border Radius (16px)

Elevation & Shadow Subtle (Low) Modern Soft (Medium) Deep Floating (High)

Card Padding (20px)

Map template slots for preview module: Leads

Associate Template Across Modules

×

Select CRM modules that will inherit this Master Canvas layout. Any future changes to the master template will automatically update across all linked modules.

Configure Field Mappings

Auto-Map Smart Defaults

Cancel Save & Apply to Selected Modules

Share Master Canvas Template

Use this unique alphanumeric key to export or import this layout into other organizations.

CNV-TMPL-XXXX-XXXX Copy

Close

Import Master Canvas Template

Enter an alphanumeric share key (e.g. CNV-TMPL-XXXX-XXXX) or paste raw template JSON.

Share Key / JSON Payload

Cancel Import Design

Social Media Suite

LIVE OMNICHANNEL

Multi-channel social publishing, 2-way inbox with instant CRM conversion, and live sentiment stream.

Export PDF Export CSV Connect Channel Compose Post

Overview Content Calendar Unified Inbox 0 Posts & Approvals Competitors RSS & Evergreen Media Library Listening Channels

Total Impressions

38,400

+14.2% vs last 30d

Total Reach

24,600

+9.8% vs last 30d

Engagements

2,940

+18.5% ER

Net Followers Gained

+380

+120 this month

Loading analytics...

Top Performing Content & Engagement

Last 30 Days

Loading top posts...

Inbox Threads

Refresh

Loading inbox conversations...

Select a conversation

Click on any inbox item to view details and execute CRM actions

Convert to CRM Lead Convert to Ticket

No thread selected

Send

Posts Requiring Editorial Review

Published & Scheduled Campaigns

Refresh

Loading posts...

Monitoring Rules

Add

Loading listening rules...

Live Brand Mentions Feed

Simulate Mention

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Month 2026

Today

All Platforms LinkedIn X / Twitter Facebook Instagram YouTube Google Business Schedule Post

Content Cadence Alert: Publishing Gaps Detected

Keep audience engagement high by filling in days without scheduled posts.

Auto-Fill Gap

SUN

MON

TUE

WED

THU

FRI

SAT

Competitor Benchmarking & Intelligence

Compare audience growth trajectory, publishing velocity, and engagement rates against key competitors.

Sync Metrics Track Competitor

Our Avg Engagement

4.6%

+1.8% higher than industry benchmark

Publishing Cadence

12 / wk

Balanced multi-channel distribution

Top Performing Channel

LinkedIn

Highest B2B conversion rate

Loading competitors...

RSS Ingestion Feeds

Auto-create social drafts whenever new blog posts or articles publish

Add RSS Feed

Loading RSS feeds...

Evergreen Content Queue

Automatically rotate and re-schedule proven top-performing content

Recycle Due Posts

Loading evergreen queue...

Digital Media Asset Manager

Centralized brand vault for high-resolution graphics, charts, and royalty-free stock imagery

Search Stock Add Asset URL

Loading media assets...

Connected Social Channels & Tokens

All access tokens are encrypted at rest with AES authenticated encryption in PyCRM's credential vault.

Connect Channel

Loading accounts...

Draft Post for Review

Social Campaign Approval Request

Pending Sign-Off

Loading draft details...

Your Feedback & Decision

Your Name / Designation

Feedback / Change Requests (Optional)

Request Changes Approve Draft

Reports

Build saved CRM reports with fields, filters, groups, summaries, charts, and exports

New Report

Name Module Module Type Tabular Summary Pivot Table Matrix Chart Table Bar Column Pie Metric

Description

Fields

Filters

Add Filter

Group And Summaries

Group by (Rows) None Pivot Column (Grouping) None

Add Summary

Run Save CSV PDF Schedule Delete

Slicers

Preview

No rows

Run a report to preview results.

Grouped View

No group

Choose a group-by field for chart data.

Tools > Recycle Bin

Recycle Bin

View, restore, or permanently delete soft-deleted CRM records.

Empty Recycle Bin

Restore Delete Permanently

All records on this page are selected. Select all Recycle Bin

	Record Name	Module	Deleted By	Deleted Date	Actions
Loading deleted records...

Showing 0 to 0 of 0 records

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