Getting started

Build your first pipeline

A short orientation to designing the one pipeline your team will actually use — how many stages, what a stage should mean, and why honest stages matter more than pretty ones.

Capture your first lead

The six ways people get into KudosCRM without anyone retyping them — forms, booking links, your own website form, CSV, chat and the API — and how to pick the one to start with.

Connect your email account

Connecting a mailbox is what makes the timeline fill itself. Here is what each provider can do — including the one that syncs but cannot send — and what to expect after you connect.

Import your existing contacts and companies

Bring your existing people and organisations in from a spreadsheet. Map the columns once, and let duplicate matching stop you ending up with two of everyone.

Keyboard shortcuts and the command launcher

Press Command-K to search and jump anywhere, or press G followed by a letter to go straight to a section. The full list of go-to chords, and the one timing detail worth knowing.

KudosCRM glossary

Plain definitions for the words that mean something specific in KudosCRM — lead versus contact, grade, lifecycle stage, pipeline, forecast category, audience versus segment, sequence versus campaign.

Migrate from Pipedrive

Move your organisations, people and deals across from Pipedrive directly, rather than through a spreadsheet. Re-running the migration updates what it already brought over instead of duplicating it.

Set your currency, timezone and working hours

Three workspace defaults that quietly affect everything else: the currency money-bearing records inherit, the timezone every date and job runs in, and the working hours that decide when your workspace counts as open.

Your first hour in KudosCRM

A short, ordered path for a brand-new workspace: set the defaults that affect everything, fill in your profile, invite the people who need access, and get one real record in so the system stops looking empty.

What KudosCRM is and how the pieces fit together

KudosCRM is one system for the whole customer journey — capture, qualify, close, deliver and support. This is the map: what each stage does, and how a record travels from a first form submission to a delivered, invoiced customer.

Invite your team

Bring your whole team into KudosCRM in one pass — paste a list of email addresses, send the invitations together, then track who's pending and resend or revoke any invite from a single panel.