¶ SysRI Knowledge Base
¶ 👋 Welcome to SysRI
A SysRI (Customer Relationship Management) system helps businesses manage interactions with contacts,leads,deals, marketing ,automation, customers and much more.
SysRI is a modern, AI-powered CRM platform designed to simplify business operations, improve customer relationships, and accelerate growth. With smart automation, predictive insights, and a user-friendly interface, SysRI gives your team everything it needs to succeed — all in one place.
From managing contacts to tracking deals and automating campaigns, SysRI helps businesses stay ahead using intelligent tools and real-time data.
This guide will walk you through the core functionalities of the SysRI.
¶
¶ Getting Started
¶ 🧭 Quick Navigation
Useful pages to help you explore core features of SysRI:
- Navigating the Dashboard Overview of the main dashboard layout and key metrics.
- Contacts Management How to create, import, and manage contact records.
- Leads & Lead Management Track potential clients and manage conversions.
- Deals & Pipelines Manage sales pipelines and monitor deal progress.
- Sales & Revenue Tracking Track sales performance and revenue data.
- Services & Support Tickets Manage customer support tickets and service workflows.
- Campaigns & Marketing Plan, execute, and analyze marketing campaigns.
- Reporting & Analytics View reports and analyze business performance.
- Integrations & Automation Connect external tools and configure automation workflows.
¶ 🧠 Platform Modules Overview
SysRI is made up of powerful modules, each designed for a specific area of your business.
¶ 🏠 HOME
- Dashboard Overview Live KPIs, charts, and shortcuts to key areas.
- Widget Customization Choose what data you see and how it's displayed.
- Recent Activity Feed Track what's happening across your workspace.
¶ 👥 CRM
- Contacts Management Create, import, and manage contact records.
- Companies / Accounts Group contacts under organizations or businesses.
- Tasks & To-Dos Assign and track tasks linked to contacts or deals.
- Calendar View View and manage meetings, follow-ups, and reminders.
¶ 💼 SALES
- Leads Qualify and assign potential sales opportunities.
- Deals Manage opportunities, stages, and deal value.
- Interactions Track meetings, calls, emails, and notes.
- Sales Dashboard Monitor revenue, performance, and targets.
- Forecasts & Quotas Predict revenue and manage team quotas.
- Products Create and manage product or service listings.
- Pipelines Visualize and manage your sales process stages.
¶ 📣 MARKETING
- Forms Create custom forms to capture leads and feedback.
- Landing Pages Design and publish high-converting landing pages.
- Email Templates Build reusable and responsive email layouts.
- Email Campaigns Schedule and automate targeted outreach.
- Marketing Pipelines Visualize and automate marketing flows.
¶ 🤖 AUTOMATION
- Workflow Builder Drag-and-drop automation flow creator.
- Trigger Events Start actions based on conditions.
- Email & Action Steps Send emails, update fields, assign tasks.
¶ 🛎️ SERVICES
- Customers Manage support-related customer profiles.
- Tickets Inbox View and respond to customer support tickets.
- Tickets Dashboard Visual overview of ticket stats and trends.
- Ticket Pipelines Track the stages of support ticket workflows.
¶ 🧰 DATA TOOLS
- Data Import/Export Bring in or export data in bulk.
- Field Mapping Align incoming data with SysRI fields.
- Data Cleanup Detect duplicates and fix inconsistencies.
¶ 📊 REPORTS
- Dashboard Reports View performance metrics and visual charts.
- Sales & Pipeline Reports Track revenue, deals, and losses.
- Custom Reports Create and share your own visual reports.
¶ ⚙️ SETTINGS
- User Roles & Permissions Manage who can access what.
- Email & Notifications Configure alerts and senders.
- Integrations Connect third-party services and APIs.
- Customization Control branding, colors, and fields.
¶ How to Navigate the Dashboard
- The Dashboard provides a quick overview of your SysRI activities.
- Use the Sidebar Menu to access different sections: Contacts, Leads, Deals, Sales, etc.
- Customize your dashboard widgets to focus on key metrics.