How to Manage a CRM in Kea Builder

A Customer Relationship Management (CRM) system is more than just a tool—it's a strategy to help you understand, track, and optimize every stage of the customer journey. Kea Builder’s CRM panel consolidates all your contact and campaign data in one place, helping you make smarter decisions, build stronger relationships, and drive consistent growth.

Follow this guide to efficiently manage your CRM:

🚀 Step-by-Step: Navigating Your CRM

🔹 Step 1: Access CRM

From the side menu, click on “CRM.”

Step 1

🔹 Step 2: Explore the CRM Dashboard

The CRM panel will open, displaying all available modules and options.

Step 2

🔹 Step 3: Manage Core Areas

Within the CRM, you can manage:

  • Contacts
  • Reports
  • Emails
  • Campaigns
  • Lists
  • Forms
  • Tags
  • Automation
  • Settings and more
Step 3

🔹 Step 4: View Analytics

Access analytics for detailed insights on:

  • Contact behavior
  • Campaign performance
  • List engagement

🔹 Step 5: Manage Reports

Click on “Reports” to view and generate custom performance reports.

Step 5

🔹 Step 6: Handle Contacts

Click “Contacts” to manage, filter, or add new contact entries.

Step 6

🔹 Step 7: Build and Manage Forms

Go to “Forms” to create and manage custom lead capture forms.

Step 7

🔹 Step 8: Edit Form Fields

Use the “Fields” tab to add or customize fields for your forms.

Step 8

🔹 Step 9: Manage Lists

Click on “Lists” to organize your audience into targeted groups.

Step 9

🔹 Step 10: Use Tags for Segmentation

Open the “Tags” section to create, assign, or delete tags for contact segmentation.

Step 10

🔹 Step 11: Campaign Management

Click on “Campaigns” to design and automate marketing campaigns.

Step 11

🔹 Step 12: Manage Emails

Access the “Emails” tab to draft, send, and track email communications.

Step 12

🔹 Step 13: CRM Settings

Click “Settings” to configure essential CRM parameters like:

  • SMTP settings
  • Business address
  • Reply-to email
Step 13

🔹 Step 14: Set Up Automations

Navigate to “Automation” to create workflows that streamline your marketing, onboarding, or lead nurturing process.

Step 14

💡 Tip:

Use CRM automation to save time, personalize communication, and nurture leads at scale.