Skip to main content

​
Set Up Your CRM

The Kordless CRM helps you manage contacts, track deals, and organize your sales pipeline.
1

Navigate to **[CRM](https://app.kordless.ai)**

Go to CRM in the main navigation sidebar.
2

Create Your First Contact

Click New Contact and add:
  • Name and email
  • Phone number
  • Company (optional)
  • Notes about the contact
3

Set Up Teams (Optional)

If you have multiple team members:
  1. Go to CRM → Teams
  2. Create a team and add members
  3. Assign contacts and deals to teams
4

Create a Pipeline

Go to CRM → Pipelines to:
  • Set up deal stages (e.g., “Lead”, “Qualified”, “Proposal”, “Closed”)
  • Create your first deal
  • Track progress through stages

​
Start Managing Customer Relationships

1

Add Activities

Log interactions with contacts:
  • Calls and meetings
  • Emails and messages
  • Notes and follow-ups
2

Create Tasks

Set reminders and to-dos:
  • Follow-up calls
  • Send proposals
  • Schedule meetings
3

Track Deals

Move deals through your pipeline:
  • Update deal stages
  • Add deal values
  • Monitor progress

​
Next Steps

Complete guide to CRM features and capabilities.

Customers

Learn how to manage contacts and accounts.

Pipelines

Set up and manage your sales pipelines.

Teams

Organize your staff into teams for better coordination.