Your workspace
Create your account and choose an available workspace address. Choose a default currency and enable the currencies your company uses. Workspace settings let administrators update the name, currencies and timezone.
Start simple.
Make it yours.
A practical guide to the first things you can do in DryKraft.
Create your workspaceYour customer records
Open CRM to add people, companies and leads. Add a note or task to keep the next step visible. Use Objects & fields in Settings to add the details your business needs.
Your sales pipeline
Open Sales to create and arrange pipeline stages. Add deals with a contact, owner, expected close and currency. Move a deal as the conversation progresses.
Your first invoice
Set your issuer details in Finance settings. Save a draft with customer details, line items, discounts and taxes. Review it before issuing; issued details are locked. Download the PDF and record payments already received.
Your expense approvals
Save an expense with vendor, date, currency and amount. Submit it for administrator review. An approved expense can be marked paid with a payment date and reference.
Your first workflow
Create a draft in Automate, or start with a Finance workflow template. Configure the trigger and actions, save and review the graph, then publish to activate it. Execution history shows the results.
Your dashboard
Select Customize in the overview. Add a widget, choose its object and calculation, then choose the display and filters. Select one report currency for monetary totals.
A few things
you might be wondering.
Can I use my own workspace name?
Yes. Choose your workspace address during setup. Your company gets its own workspace, with records and workflows isolated from other teams.
Can my company work in multiple currencies?
Choose a default and enable the currencies you use, including USD, INR, EUR and KWD. Existing records keep their currency when the default changes. Reports keep currencies separate; changing a setting does not convert amounts.
Can I change fields and dashboards?
Add custom fields and objects, choose your table columns and build dashboard widgets around the numbers your team follows.
Does recording a payment move money?
Payment entries record money already received or paid. Bank transfers, payment-provider collection and automated invoice delivery are not connected in this release.
A little less busywork.
A lot more possibility.
Bring your team into one workspace.