Product Settings
Configure CRM, HRMS, Projects and every Vryno product
7 products · 5 active
Active products5 of 7
Modules28
Automations12 running
Templates34
Products
CRM Settings
Leads, pipeline, scoring and automation
General
Lead Settings
Pipelines
To Do
In
Progress
Completed
Closed
Default pipeline · 4 stages · 107 records
Stages
| Stage | Probability | Type | Action |
|---|---|---|---|
| To Do | 10% | Open | |
| In Progress | 60% | Open | |
| Completed | 100% | Won | |
| Closed | 0% | Lost |
Custom Fields
| Label | Type | Required | Action |
|---|---|---|---|
| Industry | Dropdown | No | |
| Budget | Number | Yes | |
| Preferred Contact | Text | No |
Lead Scoring Rules
| Condition | Points | Action |
|---|---|---|
| Opened email | +5 | |
| Visited pricing page | +15 | |
| No activity 30 days | −10 |
Automation / Workflows
Assign new web leads to Sales
team
Send welcome email on lead
create
Notify manager on deal >
₹1L
Email Templates
Welcome — New
Lead
Follow-up
Reminder
Quote
Sent
WhatsApp Templates
Appointment Confirmation
Approved
Payment Reminder Pending
Import Records
Upload a CSV or Excel file to import leads, contacts & deals.
Export Records
Download your CRM data as CSV or JSON.
Duplicate Rules
Match new records against existing ones using these fields:
Assignment Rules
| When | Assign to | Action |
|---|---|---|
| Source = Website | Sales Team (round-robin) | |
| Region = North | Rahul Verma |
Lead Sources
Website
Referral
Cold
Call
Instagram
LinkedIn
Forecast
Reports
Deal
pipeline by stage
Lead
conversion funnel
Monthly
revenue forecast
HRMS Settings
Attendance, leaves, payroll and shifts
Attendance
Leave Types
| Type | Days / Year | Action |
|---|---|---|
| Casual Leave | 12 | |
| Sick Leave | 10 | |
| Earned Leave | 15 |
Holiday Calendar 2026
| Date | Holiday | Action |
|---|---|---|
| 26 Jan | Republic Day | |
| 15 Aug | Independence Day |
Payroll
Shift Timing
| Shift | Timing | Action |
|---|---|---|
| General | 9:30 AM – 6:30 PM | |
| Night | 10:00 PM – 7:00 AM |
Employee Types
Full-timePart-timeContractIntern
Projects Settings
Statuses, priorities, sprints and templates
Project Status
PlanningIn
ProgressCompletedOn
Hold
Task Priority
UrgentHighMediumLow
Automation
Move task to Done when all
subtasks complete
Notify assignee on due date
Sprint
Project Templates
Software
Sprint
Client
Onboarding
Billing Settings
Taxes, invoices, gateways and GST
Taxes
| Name | Rate | Action |
|---|---|---|
| GST 18% | 18% | |
| GST 12% | 12% |
Invoice Number
Payment Gateway
StripeConnected
Razorpay
Currencies
INR
₹ (base)USD
$EUR
€
GST
Credit Notes
Recruitment Settings
Job openings, pipeline and offers
Job Openings
| Role | Dept | Status | Action |
|---|---|---|---|
| Frontend Engineer | Engineering | Open | |
| Sales Executive | Sales | Open |
Hiring Pipeline
AppliedScreeningInterviewOfferHired
Interview Types
Phone
ScreenTechnicalHR
RoundCulture
Fit
Offer Templates
Standard
Offer Letter
Internship
Offer
Careers Page
Support Settings
Tickets, priorities, SLA and assignment
Ticket Status
OpenPendingOn
HoldResolvedClosed
Priority
UrgentHighNormalLow
SLA Policies
| Priority | First Response | Resolution | Action |
|---|---|---|---|
| Urgent | 15 min | 4 hrs | |
| High | 1 hr | 8 hrs |
Auto Assignment
Marketing Settings
Campaigns, templates and UTM tracking
Campaign Types
EmailSocialWebinarPaid
Ads
Email Templates
Newsletter —
Monthly
Product
Launch
SMS Templates
Offer
Alert
Event
Reminder