For small business
CRM for small business
CRM for small business: run sell, quote, deliver, and support on one record. Every deal, quote, and ticket in one place. Import contacts, start free.
KudosCRM is an all-in-one CRM for small business that keeps selling, quoting, delivering, and supporting on a single customer record — so a small team runs the whole relationship without stitching four tools together. Because every module (contacts, deals, pipeline, quotes, email, reports) reads and writes to one API-backed core, the number your salesperson sees, the quote your customer signs, and the report you open on Monday all agree. You get a real system of record instead of a spreadsheet that drifts, and one place your two-, five-, or twenty-person team actually shares.
The daily grind
What slows small businesses down.
Problem
Your customer data lives in a spreadsheet, your inbox, and two apps that quietly disagree — and nobody trusts the numbers.
How KudosCRM helps
Contacts and companies live in one API-backed system of record. Every deal, task, and email writes back to the same record, so the whole team works from one truth instead of reconciling copies. Learn more →
Problem
Deals slip because there's no shared view of what's open, who owns it, or what's stalled — the pipeline lives in one person's head.
How KudosCRM helps
A drag-drop pipeline shows every open deal, its stage, owner, and value on one board. Stale-deal alerts flag anything that's been sitting too long, so nothing falls through the cracks on a small team. Learn more →
Problem
Winning the deal means bouncing to a separate quoting tool, re-keying line items, and chasing the customer for a yes over email.
How KudosCRM helps
Build a quote from your catalog on the same record as the deal, apply discounts and tax, send a branded PDF or link, and let the customer accept online with an e-signature — which converts straight into an order and marks the deal won. Learn more →
What's in the box
Everything small businesses need, in one place.
One record per customer (Customer 360)
Open any contact or company and see linked deals, tasks, meetings, and the full activity timeline pulled from every module — no tab-hopping to understand a relationship.
Drag-drop sales pipeline
Move deals across stages on a visual Kanban board that updates in real time for the whole team, with stale-deal alerts so nothing goes quiet.
Deal tracking with win/loss reasons
Every opportunity carries an owner, amount, stage, and close date, and closes won or lost with a required reason that sticks to the record and rolls up into reporting.
Quotes that get accepted online
Build a quote from your product catalog, route big discounts for approval, send a branded PDF or link, and capture a type-to-sign e-signature that converts the quote into an order.
Bulk email campaigns from the CRM
Send to a segmented audience with real open and click tracking, one-click unsubscribe, and a suppression list — on the same record the deal closes on.
Pre-built reports in your own currency
Five ready-on-day-one reports plus a Command Center that opens to your day, with figures in your workspace currency and one-click CSV export.
Weighted forecast by stage
Each stage carries a close probability, so your pipeline board rolls up a weighted forecast that reflects reality rather than optimism.
CSV import to get started fast
Bring your existing contacts and companies in from a spreadsheet in minutes, then filter, tag, and act on them in bulk.
AI product recommendations in the quote builder
SoonSuggested products and pricing as you build a quote. On the roadmap — a rule-based discount helper is available today.
Ask-your-data reports and custom dashboards
SoonNatural-language questions over your data and composable saved dashboards. On the roadmap — the five pre-built reports and Command Center are live now.
Built for you
The features small businesses reach for.
What changes
What good looks like.
One shared system of record your whole small team works from — not a spreadsheet that drifts out of date
See every open deal, its owner, and its stage on one board without opening a single spreadsheet
Turn a won deal into a signed quote and an order without re-keying line items into a separate tool
Send bulk email to a segmented audience and track opens and clicks on the same record the deal lives on
Open five pre-built reports on day one, in your own currency, with numbers that actually agree across modules
Import your existing contacts from CSV and be working from one truth in minutes
Keep exploring
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FAQ
Frequently asked
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