Krayin

Krayin is an open-source customer relationship management platform (CRM) that helps businesses manage customer interactions, sales processes, and marketing campaigns. It offers tools for managing leads, contacts, and sales pipelines, as well as automating tasks like follow-ups, email campaigns, and task assignments. Krayin provides a flexible and customizable environment that allows businesses to tailor the system to their specific needs. Features include workflow automation, customizable dashboards, and reporting tools for performance monitoring and process optimization. Krayin is particularly useful for organizations looking for a CRM that integrates with other business tools, enhances customer engagement, optimizes sales management, and automates routine tasks.

Installation

1. Register the package as a service provider by adding an entry to config/app.php.

   <?php
    return [
        // ...
        'providers' => [
            // ...
            Seven\Krayin\Providers\SevenServiceProvider::class,
        ],
            // ...
    ];
   

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2. Add the package namespace as a PSR-4 key in the composer.json file for autoloading.

   {
       "autoload": {
           "psr-4": {
               "Seven\Krayin\": "packages/Seven/Krayin/src"
           }
       }
   }
   

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3. Run these commands to clear the cache and migrate the database:

   php artisan cache:clear && php artisan migrate
   

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Setup

Before you can send SMS, you need to submit your seven API key. This can be done in two ways:

Configuration via the Admin Panel

1. Navigate to Dashboard → Configuration → seven in your Krayin admin panel.
2. Enter your API key and save it by clicking Save.

Setting an Environment Variable

1. Define your seven API key in the environment by adding an entry to the .env file in the root directory of your project.

   SEVEN_API_KEY=YOUR_API_KEY
   

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2. Add the following lines to config/services.php:

   return [
    // ...
    'seven' => [
        'api_key' => env('SEVEN_API_KEY'), // must match the key from .env file added in the previous step
    ],
   ];
   

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Clear the cache and cache the configuration by running php artisan cache:clear && php artisan config:cache.

Note: Setting the API key via the configuration takes precedence over defining it as an environment variable. The value from the environment will not be displayed in the configuration form due to technical limitations.

Usage

Sending SMS to Individuals

Navigate to Contacts → Individuals and click on the Seven icon in the action column.

Sending SMS to Organizations

Navigate to Contacts → Organizations and click on the Seven icon in the action column.

You can use placeholders that refer to the properties of the individual, as long as they are defined, e.g., will resolve to the individual's name.