Getting started with KineCRM
Everything you need to get started
Set up your workspace, organise your contacts, and help your team manage sales from one place.
Go to your dashboardFind what you need and get started faster
Quickly find guides and resources to help you get the most out of KineCRM.
Dashboard
View your CRM overview, sales pipeline, activities, and business performance.
Create a Lead
Add a new potential customer and start tracking their journey through your sales pipeline.
Manage Leads
View, organize, assign, and follow up with your potential customers.
Manage Contacts
View and manage customer contacts, communication history, and important details.
Manage Deals
Track sales opportunities, deal stages, values, and your overall sales pipeline.
Tasks
Create, assign, and manage tasks to keep your team organized and productive.
Calls
Schedule and track customer calls, follow-ups, and sales conversations.
Meetings
Schedule customer meetings and keep track of upcoming and completed meetings.
Automations
Automate lead sync, notifications, reminders, follow-ups, and repetitive CRM tasks.
Integrations
Connect Google, Facebook, LinkedIn, Instagram, WhatsApp, Google Calendar, and other tools.
Reports
Analyze sales performance, leads, deals, team activity, and business growth.
Settings
Configure your workspace, users, permissions, integrations, and CRM preferences.
Everything you need to manage your business
Manage your customers, sales, activities, and communication from one powerful CRM platform.
Leads & Contacts
Capture leads, organize contacts, and keep customer information in one place.
Deals & Sales
Track opportunities through your sales pipeline and manage every deal.
Activities & Tasks
Plan tasks, meetings, calls, and follow-ups so nothing gets missed.
Communication
Keep customer conversations organized across your communication channels.
Reports & Analytics
Monitor your sales performance and understand your business data.
Settings & Permissions
Manage your workspace, team members, roles, and account preferences.
Everything in one place
KineCRM helps your team stay organized, follow up with customers, and keep your sales process moving.