AI in KudosCRM

Build a form with AI

Describe the form you need in a sentence and the AI form builder drafts the fields for you — then you edit, arrange, and publish it so every submission lands as a tracked lead.

Draft and reply to emails with AI

Let Kudos AI compose a new email from the thread and the deal, reply in context, rewrite or retone what you've written, translate it, and suggest a subject line — and you approve every word before it sends.

Extract a document into fields

Hand Kudos AI a PDF or document and it reads the text and proposes structured field values — company, contact, amounts, dates — for you to review and confirm before anything is saved.

Summarize a deal or contact

Ask Kudos AI to read a record's notes and history and hand you back a plain-language recap — where the deal stands, what's happened, and what's open — so you walk into the call already caught up.

AI settings and what data is used

Where AI is switched on, what it reads when you ask it something, and the honest boundaries — including which AI-looking features are opt-in and off by default.

The AI drawer: what it can do

Kudos AI sits alongside your work rather than in a separate page — drafting and rewriting email, summarising a record, extracting a document into fields, and drafting a form from a sentence.