Features
Every feature, mapped to how you actually work
39 features across the full customer journey — from the first lead to the renewal — each built to feel fast and stay out of the way.
Act 1
Attract & Capture
Get every lead in, scored, and owned — before a competitor calls them back.
Forms
Public, embeddable forms with 13 field types that create a lead the moment they submit.
Lead Discovery
Find and enrich net-new leads with built-in Apollo discovery.
Audiences
Slice leads into reusable segments with six filters and lookalikes.
Source Attribution
Know the exact source and campaign every lead came from.
Lead Scoring
Rule-based scoring that points reps at the right accounts first.
Lead Routing
Assign every lead to the right rep instantly — round-robin or territory.
Meetings & Booking
Scheduling and booking links that drop straight onto the timeline.
Act 2
Sell & Close
Work the deal on one record and close it online — no Word docs, no re-keying.
Pipeline & Deals
Drag-drop Kanban with weighted forecasts and stale-deal alerts.
Deals
Owner, amount, stage, and a full activity history per deal.
Contacts
A 360° record with every touchpoint attached.
Activities
Calls, emails, and notes auto-logged to the right record.
Forecasting
Quota tracking and weighted projections from real activity.
Quoting & Proposals
Build a quote, route approvals, and send a branded PDF.
Products & Pricing
A product catalog and price books that feed every quote.
E-Signature
Customers accept and sign quotes online, with a real audit trail.
Orders
Accepted quotes become orders, ready for delivery and billing.
Email Tracking
Know the moment a prospect opens, clicks, or replies.
Email Sequences
Multi-step outreach that pauses the instant someone replies.
Act 3
Deliver
Turn the win into delivered work, on the same platform that sold it.
Projects
Turn a won deal into a delivery project with health and budget.
Customer Portal
A password-protected portal that keeps clients in the loop.
Tasks
Follow-ups, priorities, and reminders so nothing slips.
Recurring Tasks
Repeating tasks and checklists that run routine work for you.
Workload Management
See who's busy, who's free, and balance the delivery load.
Act 4
Bill & Retain
Get paid without leaving the CRM, and keep customers happy after the sale.
Act 5
Optimize & Grow
Measure what happened, automate the busywork, and compound growth.
Reports & Dashboards
Live dashboards your leadership will actually open.
Audit Log
Every change — who, what, and when — with field-level diffs.
Workflows
No-code automations: when X happens, do Y.
AI Assistant
Kudos AI drafts, summarizes, and suggests the next step.
Email Campaigns
Bulk email campaigns with open and click tracking.
Email Builder
Drag-drop MJML builder for responsive, on-brand email.
Referrals
Referral links, promo codes, and a commission ledger.
Foundations
The platform underneath it all
The substrate every stage leans on — connected, extensible, and secure.
Integrations
Connect the tools you already use.
API & Webhooks
Build on KudosCRM with a clean REST API and webhooks.
Security
Tenant isolation, encryption, and a full audit trail.
Roles & Permissions
Role-based access — give everyone exactly the access they need.
Custom Fields
Shape the CRM to your process — no code.
Mobile App
Full-power CRM on the road.
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