Help Center
How can we help you get more done?
Plain-language guides for every corner of KudosCRM — 135 articles across 14 topics, from your first import to advanced automations.
Getting started
Set up your workspace, invite your team, and get your first data in.
11 articlesContacts and companies
People and organisations — records, merging, custom fields and views.
10 articlesLeads and lead capture
Forms, webhooks, routing, scoring, and turning a lead into a deal.
12 articlesDeals and pipeline
Pipelines, stages, the forecast, and closing a deal honestly.
12 articlesQuotes, products and orders
Price books, quotes, e-signature, orders and invoicing.
9 articlesTasks, meetings and booking
Day-to-day work, calendars, and letting people book time with you.
4 articlesConnect a mailbox, send, track, and keep your domain deliverable.
12 articlesGrowth and campaigns
Audiences, sequences, bulk campaigns, discovery and attribution.
10 articlesAutomation and workflows
Triggers, conditions, actions, dry runs and run history.
9 articlesProjects and delivery
Turning won work into delivery — projects, workload and the client portal.
8 articlesSupport, chat and the AI agent
Tickets, SLAs, live chat, your help center, and the AI agent.
13 articlesAI in KudosCRM
Where AI actually helps — drafting, summarising and extraction.
6 articlesReports, insights and data
Built-in reports, dashboards, importing, migrating and exporting.
4 articlesAdmin, account and security
Users, roles, workspace settings, integrations, tokens and the audit log.
15 articles