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Vryno CRM for SME's & Start-ups | Begin Your Free Trial Today

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CRM for Edtech Companies- Vryno | Start your Free Trial Today

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Vryno CRM for Pharmaceutical Industries | Schedule a free demo today to help your company grow!

Operating a business, no matter how big or small, is never simple. It is much more problematic for small and growing organizations as they cannot afford different systems for marketing automation, sales automation, and document management. 

Administrating the entire show by yourself can be daunting, whether it is to improve your broken sales process, produce new leads, or retain existing customers. This is where the researchers have the utmost need for CRM.

After finishing this blog, you should be able to answer:
a) What is CRM?
b) Why CRM?
c) What should you keep in mind when searching for a CRM?

## What is CRM for small businesses?

CRM stands for Customer Relationship Management, although it is most commonly used to refer to a product or solution that assists organizations in tracking and managing interactions with customers and prospects. In general, it is a database that stores information such as first and last name, email address, firm, a log of interactions with your company, and so on.

CRM will serve as the central repository for all of the information you've accumulated during your client engagement. Everything will be in one place right from the start, from signing up for your newsletter to lead qualification.CRM even handles the entire process of providing bids, contracts, and billing information.

## Why is CRM important for your small business?

### 1. Enhanced Internal Communication

CRM systems provide systematic collaboration, allowing dissimilar departments to transmit information more effectively. By using CRM technology, your sales, marketing, and service teams may work in unison to offer amazing customer experiences.

### 2. Improved Productivity

This is the most significant answer to why CRM? CRM can help increase the productivity of both individual employees and the firm as a whole. You can use the system to visualise pending chores and appropriately assign them. 

A CRM platform, in addition to providing robust calendar tracking functions, plays a key role in boosting transparency inside the firm through unique user roles and permissions.

### 3. Better Insights With Reporting

Another reason CRM is useful is its ability to generate reports and discover which phases of your sales process work and where customers fall off. You can then eliminate what isn't working and convert more leads into paying clients.

### 4. Improved Sales Strategy

By properly visualizing and managing prospects throughout their purchase lifetime, a CRM with pipeline tracking allows you to drive more profitability.

## What should you keep in mind when searching for a CRM?

The appropriate CRM for your company is one that allows you to not only carry out your marketing strategy more smoothly but also acquire insights along the way to change and enhance it, thus allowing you to gain more customers while reducing time and money in the long run.

### 1. Ease Of Use

A good CRM is easy to use and keeps things as simple as possible.Choose a CRM that isn't arduous all the time but has a learning curve that flattens out somewhat but not altogether because there are updates and new features to learn.

### 2. Advanced Campaign Tracking

It's critical to be able to monitor your marketing results at the campaign level. This allows you to identify which approaches are most suitable for attracting customers and leads to your company.

### 3. Reports & Analytics

This is critical in a CRM since it enables you to make data-driven decisions and determine how much you're getting out of your marketing spending.

### 4. Real-Time Data

A strong CRM will have real-time data capabilities, allowing you to gain insights on the fly. This enables you to detect and optimise during campaigns, capture opportunities as they emerge, and guarantee you're on track with your objectives.

### 5. Customized Reporting

A CRM should allow you to personalise your reports based on time frame and other parameters. This allows you to keep your marketing plans the way you expected them, rather than adapting them to what your CRM can report on.

# Vryno CRM: One Product, One App, One Solution for SME'S!

VRYNO is packed with tools that will assist you in prioritizing deals, tracking performance, and forecasting revenue.

Vryno's Features to Help You Focus:

1. **Manage Leads and Deals**: More hot leads will be sent directly into your sales funnels from your own chatbot and online forms around the clock.

2. **Track Communication**: Audit conversations, emails, and interaction history as needed for complete transparency and oversight of your schedule.

3. **Automate & Grow**: By outsourcing repeated work procedures, you can minimize busywork and learn from artificial intelligence.

4. **Privacy and security**: have clear accountability and a sense of security about when and how your company's data is used.

Mobile apps and integrations: You may browse vryno from your mobile devices and link it with your preferred sales-boosting applications.

What are you waiting for? [**Click here to for a full demo of Vryno CRM**](https://youtu.be/Qdo5IY-iafU) 

Or [**Click Here**](https://calendly.com/vryno/consultation) and let our experts walk you through the product!

Customer Relationship Management software's immediate objective is to oversee all of your company's contacts and interactions with clients and future customers. CRM for Edtech companies enables educational institutions to guide and nurture their applicants while offering a seamless experience to probable candidates.

CRM  in the education sector helps to manage leads in order to maximise admission efficiency as, admissions are the deciding factor for an institute's success.

# Why Do Edtech Companies Need CRM?

An education-based CRM, is designed keeping admissions in mind and each of its features is aligned with the cross-functional requirements of an institution.

### 1. Oversee Student’s Inquiry and Courses Inquired

![Student Enrollment Pipeline in Vryno CRM (700 × 300 px) (1).png](https://storage.googleapis.com/vryno-web.appspot.com/Student_Enrollment_Pipeline_in_Vryno_CRM_700_300_px_1_7990191b87/Student_Enrollment_Pipeline_in_Vryno_CRM_700_300_px_1_7990191b87.png)

Do you find managing leads and doing your R&D regarding your offerings a troublesome affair? Not anymore, CRM's help you store your leads and at the same time associate courses with both your prospects and students. 

Also, associating courses with an Enrolled Student gives you insights regarding which course is giving your maximum business. 

### 2. Manage Student’s Information

![Student  Details in Vryno CRM (700 × 300 px).png](https://storage.googleapis.com/vryno-web.appspot.com/Student_Details_in_Vryno_CRM_700_300_px_ff5e7b03cc/Student_Details_in_Vryno_CRM_700_300_px_ff5e7b03cc.png)

With its Data Centralization features, Vryno CRM allows you to track statuses as well as handle applications under one platform.

Get a personalised digital experience with effective and automatic communication tactics.

### 3. Maximize Conversion Rate

![Campaigns in Vryno CRM (700 × 300 px).png](https://storage.googleapis.com/vryno-web.appspot.com/Campaigns_in_Vryno_CRM_700_300_px_67953c77ac/Campaigns_in_Vryno_CRM_700_300_px_67953c77ac.png)

The conversion rate is the initial measure in every leads-to-sales campaign.
Vryno CRM allows you to track the amount of prospects who become customers through multiple channels such as search marketing, website, social media, email marketing, cold calling, and so on. 

### 4. Insights regarding Employee Daily Activities and Admissions Lifecycle for students

![Dashboards in Vryno CRM (700 × 300 px).png](https://storage.googleapis.com/vryno-web.appspot.com/Dashboards_in_Vryno_CRM_700_300_px_735b0c7da8/Dashboards_in_Vryno_CRM_700_300_px_735b0c7da8.png)

An activity log is a record of how your team allocates their time on a daily basis. Keeping an activity record report helps you to get a better idea of how your employees spend their time throughout the day.

Vryno CRM allows you to keep track of their actions and determine whether they are accomplishing the most important duties at the appropriate time of day. 

### 5. Real-time Reports and Analytics

![Reports & Analytics in Vryno CRM (700 × 300 px).png](https://storage.googleapis.com/vryno-web.appspot.com/Reports_and_Analytics_in_Vryno_CRM_700_300_px_f2482f48ea/Reports_and_Analytics_in_Vryno_CRM_700_300_px_f2482f48ea.png)

CRM analytics, often known as customer analytics, is an umbrella term for technologies and procedures geared at capturing, gathering, and analysing various types of customer-related data and presenting it in a simple and user-friendly manner.

Vryno is one such feature-rich CRM solution that includes a robust CRM analytics tool. It gives you actionable information into prospect behaviour and engagement on your website and mobile app. It enables you to record and evaluate client interests as well as interaction levels across your website and social media platforms in one location.


## How can Vryno CRM help you?

The Edtech CRM is a comprehensive platform meant to centralise your data, make your marketing campaigns more transparent, reduce functional silos and dependencies across departments, and much more. Here are some of the ways in which the capabilities of an Education CRM might benefit your institution.

### 1. Drive More Enrolments with Lead Management System

It eradicates the industry's wide and most generous problem of  lead leakage and lead duplication. It enables you to increase lead quality, verify them, prioritise engagement, and manage it all on the fly.

### 2. Ensure 360° Engagement with Lead Nurturing System

It individualize your communication in a targeted manner across numerous platforms. In addition to this it also searches your prospects wherever they are by using email, 

SMS, WhatsApp, outbound calls, and other methods. You can also use real-time statistics to track daily progress and optimise your messaging, which will strengthen their desire to join your organisation.

### 3. Maximise the ROI of your Marketing Campaigns

Instead of assuming things, it runs data-driven and progressive campaigns . With Campaign Manager, you can administer, estimate, and optimise the effectiveness of all your campaigns in real time, maximising the return on your marketing investments. 

With a flexible and robust dashboard, you can track conversions from enquiry to application or course purchase.

### 4 .Personalise Engagement with Marketing Automation

It automates concentrated and personalised communication to your prospects based on their profile information and practices over numerous channels like as email, SMS, WhatsApp, and Push Notifications. It provides your candidate an exceptional experience that boosts your brand recall and conversions.

### 5. Ensure Optimum Security with Advanced User Management

It authenticates a user's access to secure resources and manages permissions. Define teams and hierarchies to group users/teams based on geography or hierarchy, and communicate data among team members based on authorization. 

### 6. Engage Seamlessly with Strategic Remarketing

It uses a 360° focused strategy to communicate with your candidates in real time. Also set up periodic data to push Facebook or Google Audiences and you'll never have to sync data again. 

The system automatically retrieves the target list of candidates based on the filters you choose and feeds them to your Remarketing Audiences.

## Conclusion

The VRYNO platform is adaptable, making it simple to adopt and use your existing sales process. It enhances your sales and marketing tactics through:

- **Lead Distribution:** Set up procedures to send student leads to salespeople as soon as they arrive.

- **Lead Qualification:** Automatically score and qualify student leads while also assisting your salesmen in prioritizing their work.

- **Sales Notifications:** Create rules that notify salesmen whenever students perform a key step.
 
- **Smart Views:** Give your counselors customizable task views to help them arrange their days.

- **Sales Funnel Movement:** It automates the movement of Students along the funnel .Also depending on the activity, change the lead stages.
 
- **Sales Tracking:** Automatically tracks everything  – conversations, activities, salespeople, and closures.

Thus, from generating leads to making them your forever customers, Vryno CRM helps you to complete your sales process.

So, what you are waiting for? [Click here](https://app.vryno.com/en/register) to start your free trial or [Click here](https://calendly.com/vryno-/consultation) for a quick demo!!!!



The winning credo of CRM solutions has been "keep your customer forever yours." The essential component in any pharmaceutical industry is Pharma Customer Relationship Management solutions. 

Different operational goals for speed and behavioral differentiation are satisfied by CRM. It is a tried-and-true method for efficiently gaining knowledge about sales activity, marketing, and customer relationships.

Pharmaceutical companies, like other businesses, compete for customers. In order to thrive, one must look for fresh approaches to keep one step ahead of rivals. A growing number of pharmaceutical firms understand the benefits of using CRM, or customer relationship management, to increase customer loyalty and drive growth.

### Types of CRM used in the Pharmaceutical Industry

There are five distinct types of Customer Relationship Management software's, to put it briefly:

#### 1. Operational CRM

Your marketing, sales, and customer support teams can better serve current and potential customers thanks to operational CRMs. Additionally, it is utilized for automation, such as

1. Marketing automation
2. Sales automation 
3. Service automation

#### 2. Analytical CRM

CRMs with analytical capabilities let firms use consumer data more effectively. The customer's preferences, points of contact, interests, and so on are included here.

#### 3. Collaborative CRM

Multiple teams within your organization can exchange customer information thanks to collaborative CRMs. While operational CRMs usually have a strong emphasis on sales and marketing in this instance, customer service is the key focus.

Collaborative CRMs also improve information sharing between departments like sales and marketing as well as support teams.

#### 4. Campaign Management CRM

Campaign management CRMs are frequently referred to as analytical or operational CRMs. This is because the features that enable the execution of marketing or sales campaigns using collected customer data and insights are kind of combined in them.

#### 5. Strategic CRM

This type of CRMs is called strategic because it not only gives you insights right down but rather adjusts or customizes the way you interact with prospects in the long run.

### Purpose of CRM in Pharmaceutical Companies

CRM software is essential for quicker development in the complex pharmaceutical industry in order to keep and grow its current customer base. In addition, it is predicted that by 2025, the CRM will have a potential market value of about $82 billion.

Let's move on to the factors that actually influence pharmaceutical companies to adopt CRM:

1. Increase the potential for profit from a solid customer relationship.
2. Provide excellent customer service.
3. Boost Customer Retention Rate.
4. Shorten the time it takes new ideas to market.
5. Boost employee productivity

### Benefits offered by CRM in Pharma Companies 

The level of competition in the pharmaceutical sector is at an all-time high. Every business strives to be the first to connect with a potential customer. To gain a competitive edge, pharmaceutical companies must go above and beyond. 

High-end customer service or providing clients with a customised experience could be examples. Building solid relationships with clients who have a high LTV (Lifetime Value) requires a customer relationship management solution.

#### 1. Easy Integration with other Business’s Software

Pharma companies use a variety of software for a variety of goals, just like any other company. Software is used by a typical business, among other things, to manage accounts, sales, and email campaigns. The end result of all this software is a tangled web of disorganized data. 

Vryno CRM system has the ability to link and manage many different data silos. Data will be simple to access, and teamwork efficiency will also increase.

#### 2. Top-Notch Workflow Automation for utmost efficiency and productivity

Automated procedures are designed to boost output while preserving operational accuracy. Automated processes can be intelligently enabled with Vryno CRM. From automated campaign or to lead assignment, an organisation can benefit from intelligent CRM in a number of ways.

#### 3. From Lead to Customer: Track Complete Journey

Customer experience can be analysed by tracking a person's journey from prospect to lifelong client. Additionally, it can help the plan be optimised for subsequent objectives. The challenges that a customer encounters during the purchasing process can be carefully examined and eliminated.

The customer experience (CX) and customer satisfaction rate will both improve as a result.

#### 4. Streamline the process with Operational Management

Productivity can undoubtedly increase with a methodical and organised approach to operation management. 

There are management operations such as quality control, sales forecasting, supply chain management, and many more within an organisation. Vryno CRM helps with handling these operational tasks very easily.

## Conclusion

It is clear that a CRM is not an option but rather a requirement in the pharmaceutical sector. Pharmaceutical companies of all sizes need to use at least one CRM-based solution in order to operate successfully.

Vryno CRM is a streamlined yet adaptable solution for pharma companies looking to increase engagement with companies and healthcare professionals.

By assisting you with Lead qualification, nurturing, and conversion, Vryno CRM enables you to complete the sales process.

So why are you still waiting?

[Request a demo from us to increase your sales!](https://calendly.com/vryno-/consultation)






A CRM (customer relationship management) softwareis a comprehensive platform that enables businesses to manage client data. To the uninformed, CRM software may appear to be beneficial in all industries except digital marketing, but this is a Fallacy! 

A CRM software is a powerful tool that can be leveraged by digital agencies of all sizes. So, how can a Customer Relationship Management platform be beneficial to marketing agencies? With just one piece of software, you can acquire and follow up on leads, build connections, and manage projects. 

When a CRM system is reduced to its bare minimum, it performs the same tasks that digital marketers seek in a tool without incurring the expense of paying for three to five different apps each month.

## What Tools Do Digital Marketers Use?

For their daily operations, digital marketing agencies make use of a wide range of services and programmes. The lifeblood of any digital agency is its specialized tools, which are used for everything from client interactions to campaign planning.

### Campaign Analytics

In order to track the success of their videos, blogs, pictures, and social media interactions, they use analytics to understand how audiences are responding to their posts. From Google Adwords to Facebook analytics, digital marketers rely on data for decision-making.

### Email Automation Systems

Although social media may be a new way of life, email marketing is still used by digital marketers.

### Project Management Applications

Managing several campaigns and initiatives might quickly result in disarray.. Vryno with its Project management feature helps agencies stay organized and connected. 

### Lead Management Systems

A fantastic approach to track potential customers that are interested is to use lead trackers that are incorporated into websites, landing pages, and social media pages. 

## CRM Software: Useful Or Excessive?

Digital marketing companies typically employ two tools or more to carry out daily operations. Although these tools are essential for achieving objectives and generating results, switching between apps can be complicated and time-consuming.

When it comes to multitasking, sometimes less is more. If you own a digital agency and are seeking for a software partner who can fulfill the basic functions of most digital marketing tools, consider buying customer relationship management software instead.

## What problems digital marketing agencies are facing?

Before we go into the process of choosing the right CRM for a digital marketing agency, it is essential to understand what problems these agencies are facing.

### Lead Capturing

Agencies can generate a handsome amount of leads. The issue is that they lack the proper tools to gather such leads and handle them properly. 

### Lead Management

Also, handling leads is a challenge for agencies. First of all, there are overwhelming inquiries every single day. Some of them are the right business leads, some might be useful, and some are completely useless

### Lead Nurturing

Lead nurturing is the stage where you make the prospects familiar with your brand. Vryno lets you send content, schedule demonstration, send out newsletters, and much more. This ensures that the message about your offerings reaches your audience on time.

## Important factors to find the best CRM for your Digital Marketing Agency

### Narrow down your services

The first step in locating the ideal CRM for your digital marketing agency is to define your offerings. This is a critical step because you will be creating distinct pipelines for each service. 
Pipelines can be divided into stages based on the services. It goes without saying that you should opt for a CRM that allows you to establish several pipelines with no restrictions and maximum customization.

### Connect with Prospects seamlessly

Agencies connect with possible customers via emails, texts, and calls regularly. Vryno with its User-Friendly Interface steps up the game by making sure these activities are easy to schedule and track.

### Email Campaigns

As a marketer, you know the importance of a solid email campaign. A good drip can help you gain more customers and definitely build rooted relationships. A series of timely emails enables you to achieve a certain goal whether it is to grow subscribers or board new customers.

## Benefits of CRM for Digital Marketing Agencies

### Real-Time Dashboard

No matter what, digital marketing agencies must stay on top of their campaigns. A real-time dashboard is one of the most simple but vital CRM tools. 

Vryno CRM also provide customizable dashboards so that team members may quickly access the information they require.

### Marketing Automation

Email writing, sending, and tracking take time. This can quickly add up to lost hours for your firm. Through automated email campaigns, CRM software makes it easy to stay in touch with clients. The email scheduling tool ensures that they are sent on time every time.

### Track Sales Pipeline

Managing leads and clients are one of the biggest time sinks in a business. Vryno CRM lets you manage leads and track their progression through the pipeline.

### Relationship Management:

With Vryno, you can not only maintain relationships with existing customers but also track your potential leads. 

Vryno CRM allows an agency to track social media perception, online reviews, and queries in real-time. Furthermore, analytics from purchasing data to buyer history to preferences, a CRM lets you make long relationships.

# How Vryno CRM can help your Digital Marketing Agency?

Vryno CRM is designed primarily to empower sales and marketing teams. Vryno is one of the best CRMs for digital marketing businesses since it streamlines the entire sales process. Adding on, assists you in developing long-term relationships with your customers.

Vryno CRM helps you:

 a) **Manage Leads and Deals:** More hot leads will be sent directly into your sales funnels from your own chatbot and online forms around the clock.

b) **Track Communication:** Audit conversations, emails, and interaction history as needed for complete transparency and oversight of your schedule.

c) **Automate & Grow:** By outsourcing repeated work procedures, you can minimize busywork and learn from artificial intelligence.

d) **Privacy and Security:** Have clear accountability and a sense of security about when and how your company's data is used.

e) **Mobile Apps and Integrations:** You may browse vryno from your mobile devices and link it with your preferred sales-boosting applications.

What are you waiting for? [**Click here**](https://youtu.be/Qdo5IY-iafU) to watch a full demo of Vryno CRM

Or [**Click Here**](https://calendly.com/vryno/consultation) and let our experts walk you through the product!

Vryno CRM for Digital Marketing Agencies.png

Vryno CRM for Digital Marketing Agencies | Begin Your Free Trial Today

With every passing day, competition is increasing irrespective of the Business niche. With that, companies now understand the importance of having CRM software. According to research, around 91% of companies today have at least 10 representatives working on CRM software. But before we go and discuss Vryno and how it looks in front of giants like Zoho CRM, let's take a moment to understand What is a CRM?

\
CRM stands for Customer Relationship Management, a software that lets you manage and track the entire customer's journey from a Lead to a Customer. With Vryno's Mobile First Design, 15+ Integrations, and blazing fast user-friendly interface, it has been designed to make your job easy. 

\
Gone are the days when you had to compromise either on your pocket or on the features of the product, take a look at the comparison listed below between Zoho Bigin's Premier edition & Vryno CRM's Essentials edition:

\
![Vryno CRM Vs Zoho Bigin (1100 × 800 px).png](https://storage.googleapis.com/vryno-web.appspot.com/Vryno_CRM_Vs_Zoho_Bigin_1100_800_px_d954e553de/Vryno_CRM_Vs_Zoho_Bigin_1100_800_px_d954e553de.png)

\
Coming to the pricing of both these software, while Zoho Bigin's Premier edition is marked at Rs 800/user/month (Annual Billing), Vryno CRM's Essentails edition costs you only Rs 399/user/month (Annual Billing) with seamless automation and customization possibilities.


## Also Read how Vryno CRM's features stand out when compared to some of the biggest names in the industry

- Vryno CRM Vs Hubspot CRM
- [Vryno CRM Vs Zoho CRM](https://www.vryno.com/blogs/vryno-crm-vs-zoho-crm)
- [Vryno CRM Vs Pipedrive CRM](https://www.vryno.com/blogs/vryno-crm-vs-pipedrive-crm)

Vryno CRM Vs Zoho Bigin (1280 × 900 px).png

Vryno CRM Vs Zoho Bigin- Features & Pricing Comparison

With every passing day, competition is increasing irrespective of the Business niche. With that, companies now understand the importance of having CRM software. According to research, around 91% of companies today have at least 10 representatives working on CRM software. But before we go and discuss Vryno and compare it with other CRM software, let's take a moment to understand What is a CRM?

\
CRM stands for Customer Relationship Management, a software that lets you manage and track the entire customer's journey from a Lead to a Customer. With Vryno's Mobile First Design, 15+ Integrations, and blazing fast user-friendly interface, it has been designed to make your job easy. 

\
Gone are the days when you had to compromise either on your pocket or on the features of the product, take a look at the comparison listed below between Pipedrive CRM Advanced edition & Vryno CRM's Professional edition:

\
![Untitled design (8).png](https://storage.googleapis.com/vryno-web.appspot.com/Untitled_design_8_522b9e6c37/Untitled_design_8_522b9e6c37.png)

\
Coming to the pricing of both these software, while Pipedrive CRM's Advanced edition is marked at US$ 19.90/user/month (Annual Billing), Vryno CRM's Enterprise edition costs you only US$ 20/user/month (Annual Billing) with seamless automation and customization possibilities.

## Also Read how Vryno CRM's features stand out when compared to some of the biggest names in the industry

- Vryno CRM Vs Hubspot CRM
- [Vryno CRM Vs Zoho Bigin](https://www.vryno.com/blogs/vryno-crm-vs-zoho-bigin)
- [Vryno CRM Vs Zoho CRM](https://www.vryno.com/blogs/vryno-crm-vs-zoho-crm)

Vryno CRM Vs Zoho CRM (1280 × 900 px) (1).png

Vryno CRM Vs Pipedrive CRM- Features & Pricing Comparison

With every passing day, competition is increasing irrespective of the Business niche. With that, companies now understand the importance of having CRM software. According to research, around 91% of companies today have at least 10 representatives working on CRM software. But before we go and discuss Vryno and how it looks in front of giants like Zoho CRM, let's take a moment to understand What is a CRM?

\
CRM stands for Customer Relationship Management, a software that lets you manage and track the entire customer's journey from a Lead to a Customer. With Vryno's Mobile First Design, 15+ Integrations, and blazing fast user-friendly interface, it has been designed to make your job easy. 

\
Gone are the days when you had to compromise either on your pocket or on the features of the product, take a look at the comparison listed below between Zoho CRM Standard edition & Vryno CRM's Elevate edition:

![Vryno CRM Vs Zoho CRM (700 × 350 px) .png](https://storage.googleapis.com/vryno-web.appspot.com/Vryno_CRM_Vs_Zoho_CRM_700_350_px_82c9fdb284/Vryno_CRM_Vs_Zoho_CRM_700_350_px_82c9fdb284.png)


\
Coming to the pricing of both these software, while Zoho CRM's Standard edition is marked at Rs 800/user/month (Annual Billing), Vryno CRM's Elevate edition costs you only Rs 899/user/month (Annual Billing) with seamless automation and customization possibilities.


## Also Read how Vryno CRM's features stand out when compared to some of the biggest names in the industry

- Vryno CRM Vs Hubspot CRM
- [Vryno CRM Vs Zoho Bigin](https://www.vryno.com/blogs/vryno-crm-vs-zoho-bigin)
- [Vryno CRM Vs Pipedrive CRM](https://www.vryno.com/blogs/vryno-crm-vs-pipedrive-crm)

Vryno CRM Vs Zoho CRM (1280 × 900 px).png

Vryno CRM Vs Zoho CRM- Features & Pricing Comparison



# Modules

Modules in Vryno let you categorize and keep track of various aspects of your business such as Contacts, Companies, and Deals. The data in these modules are stored as records and the information in each record is stored in fields.   

The following modules are available in Vryno: 

- Contacts 

- Organizations 

- Leads 

- Deals  

-  Activities  

     -  Tasks 
 

     - Meetings 
 

     - Call Logs 



##  Rename a Module

You can rename the modules. Let's say you refer to deals as opportunities in your org. You can rename the Deals module to "Opportunities". 

1. Log in to Vryno with administrator privileges. 
2. Go to Settings and then Customizations Module and fields then Navigation then Default navigation 
3. Click the edit icon next to the Deals module



![6.jpg](https://storage.googleapis.com/vryno-web.appspot.com/6_242ee27262/6_242ee27262.jpg)


4.Enter that name you want to give your module in our scenario its opportunities.
5.Click Save.


![2.jpg](https://storage.googleapis.com/vryno-web.appspot.com/2_3c462dede0/2_3c462dede0.jpg)

## Fields 
The system-defined fields that are present in every module are called default fields. These fields cannot be renamed or deleted. However, you can move some of these fields to the Unused Fields section of the module if you don't need them. 

To move the  System-defined fields to the unused section 

1.Go to Settings and then Module & Fields and select the required module. . 

2.Scroll right and here you can see a checkbox with the name of visible . 

3.Uncheck that visible button. 



![module vyno.jpg](https://storage.googleapis.com/vryno-web.appspot.com/module_vyno_e3c0c5cf2b/module_vyno_e3c0c5cf2b.jpg)


## Custom fields

If you require more fields, you can create custom fields for each module. 

**Types of custom fields**

The custom fields are classified based on the type of data they hold. Certain field types are classified further into sub types. The following table displays all the fields and their corresponding sub types if any. 

- Single line 
- Number 
- Image 
- Date 
- Date & Name 
- True/ False 
- Phone number  
- Text area 
- Text editor  
- Search box  
- Text dropdown 

Create custom fields 

1.Log in to Vryno with admin privileges. 

2.Go to Settings and then Module & Fields and select the required module. 

3.Click the +Add field button at the top right corner. 

4.Enter the field label and choose the appropriate field type. 
You can also mark a field as mandatory, Visible, and invisible. 

5.Click Save. 



![5.jpg](https://storage.googleapis.com/vryno-web.appspot.com/5_d2ca9559ad/5_d2ca9559ad.jpg)


How to Customize Modules & Fields in Vryno CRM.png

How to Rename Modules and Create Custom Fields in Vryno CRM 

# Bulk Imports

Data may be acquired from a variety of sources, like buying a record database, gathering from campaigns and trade events, and so on. One of the most crucial lead generation processes in any organization is the import of data from these external sources into Vryno CRM. Because of this, importing need to be simple and should assist you in maintaining accurate data.

You can import all the data which you want to include in the CRM software with minimum clicks

**To import the data from your files to Vryno CRM**
 
a. Hover over to 'my profile' and click once

b. Select the option 'Bulk Import'

![1.jpg](https://storage.googleapis.com/vryno-web.appspot.com/1_5db4985258/1_5db4985258.jpg)

c. Select the module in which you wish to import data and click on the Import tab on the right corner

![2.jpg](https://storage.googleapis.com/vryno-web.appspot.com/2_4065266cd3/2_4065266cd3.jpg)

d. Click on 'Select Files' and import the data you wish, Then click on save to Import the selected data

![3.jpg](https://storage.googleapis.com/vryno-web.appspot.com/3_b37aaede04/3_b37aaede04.jpg)

**You can repeat the same steps to Import Data in bulk for all the other modules**

Bulk Import.png

Bulk Imports in Vryno CRM

Dashboards are used to monitor business performance and the reports are shown to provide a quick and easy overview of how your business is performing with the help of charts and KPIs. You can create a dashboard and share it with all the users or a few selected users

## Creating Dashboards

Depending on your business requirement you can create dashboards to get an overview of various business activities such as email analytics, lead status, marketing metrics, activity stats, and so on. Further, you can share these dashboards with selected or all users in your organization.

#### To Create Dashboard

a. Click the Dashboards tab. 

b. In the view, dashboard top right-side corner +New Dashboard


![1.jpg](https://storage.googleapis.com/vryno-web.appspot.com/1_178b185cfd/1_178b185cfd.jpg)


c. Enter a dashboard name and select modules according to the requirements then click save


![3.jpg](https://storage.googleapis.com/vryno-web.appspot.com/3_afd5fa1db6/3_afd5fa1db6.jpg)


d. Click the checkbox to activate your dashboard. 


![2.jpg](https://storage.googleapis.com/vryno-web.appspot.com/2_11c27a4690/2_11c27a4690.jpg)







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