VBRI Group CRM User Guide
A module-by-module guide to VBRI Group CRM, written for the people who use it day to day.
Modules
| Module | What it does |
|---|---|
| Dashboard | Your workspace home: standard widgets, Copilot-built custom widgets, the getting-started checklist, and the product tour. |
| Inbox | Outlook-style email inside the CRM — folders, compose/reply, open & click tracking, and CRM actions on every message. |
| Contacts | People and organisations with rich profiles, lists, segments, offerings, and a docked side panel. |
| Leads | Capture, score, filter, assign, and work leads in Grid, Kanban, or Chart view, with private saved views. |
| Opportunities | Deals on a pipeline board or table, with custom stages, weighted totals, next-activity scheduling, and AI win prediction. |
| Quotations & Invoices | The billing chain: quotes → convert to invoice → record payments, with print documents and a product catalog. |
| Calls & Meetings | Log transcripts against leads and get AI summaries, sentiment, decisions, and action items. |
| Projects & Tasks | Project task boards, assignees and due dates, My Tasks, deal-won auto-projects, overdue digests, and the TeamFlow bridge. |
| Workflows | Visual automation builder — triggers, if/else branches, waits, reusable emails, and webhooks. |
| Drip Campaigns | Email sequences (manual or AI-built) with open/click branching, audience enrollment, and reply-based exit rules. |
| Landing Pages | AI-generated pages with a visual editor, lead forms, tracking tags, thank-you pages, and custom domains. |
| Copilot | AI chat that reads and works your CRM data, with saved conversation history and per-role permissions. |
| Lead Chains | Pipe leads in from Facebook Lead Ads automatically — multi-form capture, field mapping incl. custom fields, history import, and auto-sync. |
| Team & Access | Email invitations, roles and permissions, and working across multiple organizations with the org switcher. |
| Security | How VBRI Group protects your data: encryption in transit and at rest, sign-in, sessions, and how organizations are kept separate. |
| Settings | Organization & AI configuration, custom fields, pipeline stages, module visibility, dashboard widgets, and user preferences. |
| Integrations | Meta Instant Leads, Meta Reverse Sync (Conversions API), website lead capture, SMTP, DNS providers, TeamFlow, and social connections. |
Tutorials
Step-by-step walkthroughs for common setup tasks:
| Tutorial | Goal |
|---|---|
| Getting Started | Your first 15 minutes: sign in, add a lead, create a deal, invite a teammate. |
| Facebook Lead Ads Setup | Connect Facebook and go live with a Lead Chain, from Ad Account to your first synced lead. |
| Inviting Your Team | Invite a teammate, set up custom roles, and work across multiple organizations. |
| Automate a Follow-Up | Build a Workflow and a Drip Campaign so leads get worked automatically. |
| Meta Conversions API Setup | Report lead outcomes back to Meta so your ads optimize for what actually converts. |
See CHANGELOG for what has changed recently.