Implementation
How to customize Keruj for your business model
When a company implements a CRM, it's important not just to "install the system", but to adapt it to its processes. Keruj is not a universal template, but a flexible tool that can work exactly the way your business works: with your own processes, roles, models of interaction, and internal rules.
This article will help you understand how to customize Keruj to your business needs so that workflows become transparent, logical, and automated. We'll talk about the basic steps, what to pay attention to, and how to make the service convenient for daily work.
Start by defining your business processes
Before opening the CRM, it is important to understand which processes you want to digitize. This is not about the software's functionality — it's about how your sales, order fulfillment, customer interaction, document flow, finances, and task tracking work.
Think about the following questions:
How does your customer journey go from first contact to payment?
What stages does an order go through?
Who is responsible for each stage?
What documents need to be created and when?
Which tasks are important to monitor regularly?
These answers will serve as a roadmap for setting up your workspace.
Structure setup: departments, roles, and access rights
Once you've defined your processes, move on to the basic settings of your company's structure in the CRM. This is an important step, as it determines who sees what in the company's service and what actions they can perform.
The Keruj documentation has sections on setting up roles, access rights, departments and legal entities, and they allow you to build access logic in accordance with your organization.
For example:
Executives see all key metrics and reports
Sales managers — only their customers, deals, tasks
Accounting — financial documents and reports, but without the managers' internal tasks
This setup secures data, minimizes human error, and keeps each employee's work focused.
Counterparties, clients, and directories
The next step is setting up the main data directories:
This allows you to build a single database where all information about customers and products is stored in a structured way and linked to processes.
The correct structure of directories is the foundation for reporting, automated correspondence, task management, making offers, and invoicing.
Sales processes and document flow
Next, the business scenarios you defined at the beginning are configured. In Keruj, each sales stage can be mapped through statuses and augmented with automated scenarios based on defined conditions
This allows you to:
keep track of which stage each lead or project is at
create documents (commercial offers, invoices, contracts) on time
ensure the consistency of the manager's actions
Important: the service does not "force" you to work according to its standard, it mirrors your process if you set it up correctly.
Automation of tasks and scenarios
To make the team work efficiently every day without having to constantly control the process manually, you should set up automatic scenarios and tasks. These are the actions that Keruj will perform for you:
reminding the manager about a task
changing the status of a deal after payment
creating a task after receiving a request
Automation reduces the risk of errors, increases discipline in processes, and allows the team to focus on key actions, not routine tasks
Test and adjust
It's important to remember: setting up any service is not a one-time setup. After the initial configuration, it is important to observe how everything works in real life and make corrections:
change statuses or stages
add new document templates
adjust automation rules
This allows Keruj to grow with your business and meet new challenges.
Setting up Keruj for your business model is a journey from chaos to order. Start with a process analysis, build the structure, define roles, set up directories, automate tasks. The result is transparent processes, fewer errors, better control, and optimal performance for every employee.
A CRM shouldn't just store data, it should manage your business logic, and that's exactly what allows the service to work the way your company needs it to.
