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    harvey

    @harvey

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    Latest posts made by harvey

    • Issues with CRM

      I've been working for days to get this CRM (Krayin CRM) up and running. I'm not a programmer, so I've been using AI to try and help with my issues.

      I've installed Krayin CRM on my local machine, and it does open and I can make some changes. However, not everything is working as expected.

      When I try to create a new lead, the page/form is blank. The same issue occurs with the Quotes page. The Email page is also blank. Most other functionality seems to be working so far. I was able to connect my Google Calendar.

      My goal is to customize this CRM for a freight brokerage, as I'm a one-person professional services business without any products. So far, the CRM has most of what I need, except for the issues I'm facing.

      I'd like to integrate my OpenPhone into the CRM as well. Ideally, I could remove the "Product" tab and get the Create Leads, Quotes, and Emails features working properly. If I could also get OpenPhone configured, that would be the cherry on top.

      I'm on a windows 11 computer with XAMPP install and running. I'm vscode for editing.

      posted in General Discussion
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      harvey