AI CRM Software that Runs Your Entire Client Delivery
Capture, qualify, close, deliver, bill, and grow, every stage on one customer record, with real AI where it helps. Stop stitching a dozen tools into a story none of them can tell.
- 14-day free trial
- No credit card required
- Free plan available
- Attract & Capture
- Sell & Close
- Deliver
- Bill & Retain
- Optimize & Grow
- back to the start
The problem
Most CRMs Get the Client to Closed Won, Then Hand the Relationship On
Sales has the brief, the emails and the commercial history. Delivery opens a fresh project. Finance rebuilds the invoice. Support starts another customer history. By the time the client returns for the next piece of work, the relationship has been split across systems that each remember only one chapter.
Statement of Work
Client: MERIDIAN new
To do
Doing
Done
Requester: meridian group
Login fails after SSO reset
Export missing March rows
What your team gains
Four Things Stop Costing You Time the Week You Switch
Delivery starts the same day
An accepted proposal creates the project with its scope and budget already in place, so the team can begin without waiting to be briefed.
Instead of a handoff meeting
Invoices go out sooner
Billing starts from the accepted order, so finance is not reconstructing the deal before it can raise anything.
Instead of chasing what was sold
Nobody re-types the client
The lead, deal, quote, project, ticket, and invoice are one record, so the same customer is never rebuilt in a second system.
Instead of four copies drifting apart
Anyone can answer “where are we?”
Sales, delivery, finance, and support read the same history, so the answer to a client question doesn't depend on who picks up.
Instead of asking three people
The customer journey
What Does KudosCRM Actually Do at Each Stage?
KudosCRM runs five acts on one customer record: capture and qualify the lead, close the deal, deliver the work, support and bill it, then grow from it. Pick an act to see the named features inside it.
Act 1
Attract & Capture
Every form, chat, and campaign reply becomes a lead that already carries its source, then gets scored and routed before it cools.
Drag-and-drop form builder: Capture forms with 13 field types, hosted or embedded.
Lead source tracking: Source and UTMs recorded on arrival, automatically.
Rule-based lead scoring: Intent and fit signals rolled into an A-to-D grade.
Lead routing: Assign by rule, round-robin, or territory instantly.
All five acts, stage by stage: see the whole platform →
How it works
How Does a Deal Move Through KudosCRM?
A deal moves through four steps in KudosCRM: the lead is captured and scored, it becomes a deal on a pipeline, an accepted quote turns it into work, and the confirmed order raises its own invoice. Each step writes to the same record, so nobody re-types anything.
Step 1
The lead arrives scored
A form, chat, or campaign reply creates the lead with its source attached, then scoring grades it A to D and routing hands it to the right rep.
Step 2
It becomes a deal
Convert the qualified lead into a deal on the pipeline that fits it, carrying its notes, owner, and history across untouched.
Step 3
The quote gets signed
Price from your catalog, route the discount for approval, and send a link the customer signs online with a type-to-sign signature.
Step 4
The work bills itself
Acceptance creates the order and the delivery project with its budget seeded, and the confirmed order drafts the invoice for finance.
Automation
What Can You Automate in KudosCRM?
You automate any “when this happens, do that” rule across the whole journey, not just sales. Here are three recipes teams turn on in their first week, each built from 23 pickable events and 17 actions with no code.
Turn a won deal into live delivery
The Friday-afternoon win that delivery hears about on Tuesday. This closes that gap without anyone remembering to.
Trigger
A deal is marked won
Only if
Deal value is over your threshold
Then, automatically
Route an inbound lead in seconds
Speed to first response decides who wins an inbound lead. This runs at 2am exactly as it runs at 2pm.
Trigger
A form is submitted
Only if
The company is in a target territory
Then, automatically
Learn something from every lost deal
Losses get logged and never read. This one puts a grounded summary in front of a human while the detail is still fresh.
Trigger
A deal is marked lost
Only if
Deal value is over your threshold
Then, automatically
Every trigger above is selectable in the builder today. Three of the 17 actions (create project, add project task, and issue invoice) install from a template rather than the wizard picker.
See every trigger and actionUnder every stage
One Timeline, One Fabric, Beneath All 14 Stages
The five acts cohere because the same substrate runs under every one, so the record, the automation, and the AI never stop at a departmental wall.
↓ all running on one fabric ↓
One customer record
The lead, the deal, the quote, the project, the ticket, and the invoice are all the same record. Nothing to sync, nothing to reconcile.
One activity timeline
Every email, call, meeting, note, and stage change lands in one chronological place, so anyone who opens the record sees the whole story.
One automation engine
23 pickable events and 17 actions span every stage, so a workflow can start in sales and finish in delivery without leaving the system.
One AI layer
Kudos AI reads whatever is on the record, whichever stage it belongs to, and labels every output it produces.
One permission model
Roles, teams, and field-level rules are set once and respected everywhere, rather than configured separately in six tools.
Inside the product
See the Actual Product Your Team Runs On
Not concept art. The real KudosCRM workspace: your pipeline, your contacts, your tasks, and the dashboard your managers open first.
Real AI Where It Helps, Honestly Labelled
Kudos AI reads your actual records and does the writing. It is real generative AI, not a wrapper that pretends every number is “AI.”
Writes with your record
Drafts and replies to emails, rewrites, translates, and suggests subject lines, grounded in the actual deal on the record.
Reads and extracts
Summarizes a deal or ticket, extracts a document into fields, and builds a form from a prompt, with no generic chatbot guesswork.
Runs inside automations
Drop AI steps into any workflow to summarize, draft, or classify, with usage logged and every AI output clearly labelled.
Integrations
Works With the Tools You Already Use
Gmail, Outlook, Slack, Google Calendar, Zoom, and Chatra today, with Stripe, Zapier, WhatsApp, and more rolling out.
For your industry
The Same Journey, Tuned to How You Sell
From SaaS to nonprofits, KudosCRM flexes to match your motion.
Switch with confidence
Built to Earn a Spot Your Team Keeps Open
We're early, and building KudosCRM in the open with our first teams. No inflated logo walls, no invented numbers. Here's what's true on day one.
Free Forever, and We Mean the Real Thing
Up to 3 users with real CRM features, not a crippled demo. Walk the whole journey before you pay a thing.
Start on the free planYour data stays yours
Export contacts, deals, and activity to CSV whenever you like. No lock-in, and no ransom for your own records.
A public roadmap
What's live, what's coming, and what we haven't built yet, stated plainly on every product page.
Founders on support
You reach the people building it, not a tier-one script. Early feedback shapes what ships next.
Simple, transparent pricing
Pricing That Scales With You
Start with a free trial. No per-contact surprises. Cancel anytime.
Free
Free forever
For solo founders and small teams finding their feet.
Start for free- Up to 3 users
- 1,000 contacts
- 1 pipeline
- Tasks, activities & 1 email inbox
- 1 lead-capture form
Basic
Billed annually
An affordable, real CRM for teams of 2 to 10.
Start free trial- Up to 25 users
- 25,000 contacts · 3 pipelines
- 10 automations · 1k runs/mo
- Meetings, forms & invoicing
- Standard integrations (Gmail, Slack, Zapier)
Professional
Billed annually
The full business OS for scaling SMBs of 10 to 50.
Start free trial- Unlimited users & pipelines
- 250,000 contacts
- 50 automations · 25k runs/mo
- Kudos AI: 2,000 msgs / seat / mo
- Sales, Support, Finance & Operations
- Webhooks, API & lead scoring
Enterprise
Billed annually
Governance, security and scale for 50+ seats.
Talk to sales- Everything in Professional
- SSO / SAML / SCIM
- Unlimited audit log + export
- Dedicated CSM + 99.9% uptime SLA
- White-label & reseller program
- Custom roles & field-level security
FAQ
Frequently Asked Questions
Start free today
Keep the Client Record Intact After Closed Won
Carry the relationship from opportunity and signed proposal into delivery, billing, support and the next piece of work, without rebuilding the same client somewhere else.