Admin center
Manage how Granade CRM works for your company
Start with module layouts now, then connect customization, accounts, permissions, and automation as the platform grows.
CRM settings
Settings
Modules and layouts
Choose what you want to manage
Start with modules, manage shared fields, or open the layout builder to control how each module record is structured.
Imported field storage
Dormant Zoho fields
Unused fields from imported contacts stay here until you decide whether to activate, map, or ignore them.
0Dormant fields
0Contacts with stored import data
0Stored values
Module library
CRM modules
Field library
Available fields
5 fields, 4 sections, 2 components
Field library
Available fields
Native
First name
textNative
Last name
textNative
Address
verified addressNative
Phone number
phoneNative
Native section
Basic contact file
ContainerNative section
Contact details
ContainerNative section
Lead details
ContainerNative section
Group details
ContainerNative component
Calendar log
Connected service history from calendar events tied to this contact.Native component
Notes
Interaction notes added by users working the record.Process management
Blueprints
Design process blueprints that control stage gates, required fields, owner rules, handoffs, and automation across CRM modules.
Blueprint
Build the required checkpoints for a process, then connect those checkpoints to a module field such as stage, status, booking outcome, or worker assignment.
Note:* marks a draft copy of a published blueprint.
Blueprint
Module
Layout
Field
Last Modified
Status
Blueprint builder
Sales pipeline blueprint
Build the checkpoints that control who can work an opportunity, when estimates can be sent, when bookings can be created, and which calendar or job status comes next.
Blueprint canvas
States and transitions
Drag stages to lay out the process. Use Connect stages, then click two stages to draw a transition.
Select a stage to edit its gates and rules.
Selected checkpoint
Contact eligibility
Choose a stage to edit its gate rules, required data, and automation.
Event model
Active fields
Event model
Contacts
Build the field and section layout used by contact records.
Blueprint