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Plain-language guides for every corner of KudosCRM — 46 articles across 13 topics, from your first import to advanced automations.
Lead Capture
Build forms, embed them, and route inbound leads.
4 articlesLead Qualification
Score, grade, route, and set up territories.
4 articlesSales & Pipeline
Build pipelines, move deals, read the forecast.
4 articlesProposals & Quoting
Build quotes, price books, approvals, and e-sign.
4 articlesProjects
Deliver the work — projects, health, and the portal.
4 articlesTasks
Recurring tasks, checklists, and My Day.
2 articlesTeam & Access
Roles, permissions, and inviting your team.
2 articlesInvoicing
Invoice from orders and track what's paid.
2 articlesSupport
SLAs, macros, and the internal knowledge base.
3 articlesAnalytics & Reports
Read the reports, set your home screen, export.
4 articlesAutomation
Build workflows, branches, AI steps, and retries.
4 articlesKudos AI
Draft emails, summarize, extract, and build with AI.
4 articlesGrowth
Sequences, campaigns, audiences, discovery, referrals.
5 articlesPopular guides
How to build a lead capture form
Build a form with 13 field types in the drag-and-drop builder and publish it so every submission lands as a tracked lead.
Build a sales pipeline & its stages
Define stages with win probability, color, SLA, and required fields, set won/lost stages, and add the rules that keep your funnel honest.
Build a sales quote & send it
Create a quote from a deal, add line items with discounts and tax, generate a branded PDF, and send a link the customer accepts online.
Read the five built-in reports
Deal performance, the sales funnel, activity per rep, the weighted forecast, and task productivity — wired to your data in your currency.
Build your first workflow
Pick a trigger, add conditions and actions, and turn on your first no-code workflow — from a blank flow or a one-click template.