# KineCRM - Full Knowledge Base & Technical Reference

> KineCRM is an all-in-one Customer Relationship Management (CRM), Lead Management, and Sales Operations platform designed for small businesses, startups, and growing commercial teams.

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## 1. Executive Summary & Core Value Proposition

Modern businesses often struggle with fragmented sales data split across spreadsheets, email threads, messaging applications, and separate advertising platforms. KineCRM centralizes every stage of the customer lifecycle—from the moment an ad lead is generated to contract closure and ongoing relationship management.

### Key Value Pillars
- **Zero Lead Leakage**: Instant automatic synchronization from Meta Ads (Facebook & Instagram), Google Ads, and LinkedIn Ads directly into the CRM.
- **Unified Customer 360**: An interconnected graph of Leads, Contacts, Accounts, Deals, and Activities ensuring sales reps always have complete historical context.
- **Embedded Omnichannel Communication**: In-app WhatsApp Business messaging, transactional and bulk email, and call logging directly attached to customer timelines.
- **Visual Deal Pipeline**: Drag-and-drop Kanban boards and filterable data tables providing real-time visibility into deal velocity, pipeline stages, and conversion bottlenecks.
- **Customizable Form Layouts**: Field-level customization enabling administrators to add custom fields, mark fields required or optional, reorder sections, and design separate create/edit layouts per module.
- **Built-in AI Intelligence**: Natural language search and conversational record discovery (`/ai/ask`) to extract answers from CRM data quickly.
- **Affordable and Accessible**: Generous free-forever tier for small teams, scaling smoothly into feature-rich paid tiers without enterprise overhead.

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## 2. Core CRM Data Model & Architecture

### 2.1 Lead Entity
- **Purpose**: Represents unverified prospective customers captured from campaigns, events, or manual entry.
- **Lifecycle**: Captured -> Qualified / Contacted / Follow-up -> Converted into Contact, Account, and Deal (or marked as Unqualified / Lost).
- **Attributes**: First name, last name, email, phone, company, title, lead status, lead source, lead owner (assigned user), rating, address, custom fields, timestamps.
- **Key Actions**: 1-click conversion, bulk delete, bulk update, WhatsApp message trigger, custom field view settings.

### 2.2 Contact Entity
- **Purpose**: Represents individual business people, stakeholders, decision-makers, or consumers.
- **Relationships**: Linked to a parent Account (Company) and associated with multiple active or closed Deals.
- **Attributes**: Name, email, mobile phone, job title, department, account ID, owner ID, mailing address, communication preferences.

### 2.3 Account Entity
- **Purpose**: Represents a company, organization, or enterprise entity doing business with your company.
- **Relationships**: Has many Contacts, has many Deals, has many Activities, Notes, and Attachments.
- **Attributes**: Account name, industry, annual revenue, website, phone, billing/shipping address, assigned owner, employee count.

### 2.4 Deal Entity
- **Purpose**: Represents an active sales opportunity or revenue transaction progressing through your pipeline.
- **Pipeline Stages**: Discovery -> Qualification -> Proposal / Quote Sent -> Negotiation -> Closed Won / Closed Lost.
- **Attributes**: Deal name, amount/value, currency, closing date, pipeline stage, probability (%), pipeline forecast category, associated account, primary contact, deal owner.

### 2.5 Activity Entities (Pulse of the CRM)
- **Tasks**: Actionable to-do items with due dates, priority levels (Low, Medium, High, Urgent), status (Pending, In Progress, Completed), and assignee.
- **Calls**: Phone call records logging call purpose (Prospecting, Follow-up, Demo), call outcome, duration, and scheduled next action.
- **Meetings**: Scheduled calendar events with date, duration, video conference links, agendas, and 2-way Google Calendar synchronization.
- **Notes & Attachments**: Rich text chronological notes and secure file attachments (contracts, PDFs, specifications) uploaded via pre-signed S3/R2 URLs.

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## 3. Dynamic Form Layout & Field Engine

KineCRM features a modular Layout & Field Settings engine allowing administrators to tailor every module without writing code:
- **Custom Fields**: Add custom text, number, dropdown, date, textarea, and multi-select attributes to Leads, Contacts, Accounts, Deals, Tasks, Calls, and Meetings.
- **Field Reordering & Drag-and-Drop**: Organize fields into logical visual sections matching real sales workflows.
- **Validation Rules**: Configure required fields, uniqueness checks, and format constraints to ensure pristine data hygiene.
- **Dual Form Views**: Separate customization for Quick Create modals, full Create/Edit forms, and detailed Record Views.
- **Table Views**: Configurable data grid columns, saved custom filters, column visibility toggles, and sorting presets.

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## 4. Native Integrations Ecosystem

### 4.1 WhatsApp CRM Integration
- Direct customer messaging from Lead and Contact records.
- Complete message history and audit trail inside the CRM.
- Automated WhatsApp notifications triggered on deal stage changes, meeting reminders, and lead qualification.

### 4.2 Facebook & Instagram Lead Ads
- Real-time webhook synchronization for Meta Lead Ads campaigns.
- Automatic custom field mapping from Meta lead forms to KineCRM lead properties.
- Instant lead assignment rules routing incoming leads to available sales reps.

### 4.3 Google Ads Lead Forms
- Direct integration capturing Google Search, Display, and Video lead extension submissions.
- Eliminates manual CSV exports from Google Ads manager.

### 4.4 LinkedIn Ads Lead Gen Forms
- Captures high-intent B2B leads generated from LinkedIn sponsored content.
- Maps job title, company size, industry, and seniority into Account and Contact records.

### 4.5 Google Calendar Synchronization
- Bidirectional synchronization for sales calls, demos, and customer appointments.
- Automatic meeting link generation and reminder notifications to reduce no-show rates.

### 4.6 Email Communication
- Single and bulk transactional email dispatch with custom variables.
- Activity stream tracking logging all outbound communications.

### 4.7 High-Performance Bulk Data Import
- Fast CSV and Excel spreadsheet ingestion.
- Intelligent column auto-matching, duplicate detection, and import error logging.

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## 5. Pricing Plans & Feature Matrix

KineCRM offers transparent pricing with no hidden implementation fees. All paid plans include a 20% discount on yearly billing.

| Feature / Quota | Free Plan | Starter Plan | Professional Plan | Enterprise Plan |
| :--- | :--- | :--- | :--- | :--- |
| **Monthly Price** | $0 / ₹0 | $8 / ₹499 | $12 / ₹999 | Custom |
| **Yearly Price (equiv/mo)**| $0 / ₹0 | $7 / ₹399 | $10 / ₹799 | Custom |
| **Leads Limit** | 500 | Unlimited | Unlimited | Unlimited |
| **Contacts Limit** | 500 | Unlimited | Unlimited | Unlimited |
| **Accounts Limit** | 200 | Unlimited | Unlimited | Unlimited |
| **Deals Limit** | 10 | Unlimited | Unlimited | Unlimited |
| **Tasks, Calls & Meetings** | Yes | Yes | Yes | Yes |
| **Bulk Import / Export** | Yes | Yes | Yes | Yes |
| **Roles & Permissions (RBAC)**| Yes | Yes | Yes | Yes |
| **Google Calendar Sync** | Yes | Yes | Yes | Yes |
| **WhatsApp CRM Integration** | No | No | Yes | Yes |
| **Google Ads Lead Sync** | No | No | Yes | Yes |
| **Facebook & Instagram Sync** | No | No | Yes | Yes |
| **LinkedIn Ads Sync** | No | No | Yes | Yes |
| **Workflow Automation** | Basic | Standard | Advanced | Custom |
| **Support** | Community | Standard | Priority | Dedicated SLA |

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## 6. REST API Reference

Base Production URL: `https://api.kinecrm.com`
Authentication: Bearer JWT Token in HTTP Authorization Header (`Authorization: Bearer <token>`).

### 6.1 Authentication Endpoints
- `POST /auth/login`: User login with email/password
- `POST /auth/logout`: Invalidate session token
- `POST /auth/send-otp`: Request one-time code for registration or password reset
- `POST /auth/verify-otp`: Confirm OTP code
- `POST /auth/google`: OAuth login with Google credentials
- `POST /auth/reset-password`: Set new password

### 6.2 Leads Endpoints
- `GET /lead`: Paginated list of leads with filtering, sorting, and search
- `POST /lead`: Create a new lead record
- `GET /lead/:id`: Retrieve lead detail, activity timeline, and relations
- `PUT /lead/:id`: Update lead information
- `DELETE /lead/:id`: Remove a lead
- `POST /lead/bulk-delete`: Delete multiple leads by IDs array
- `POST /lead/bulk-update`: Update common fields across multiple lead records
- `GET /lead/view-setting`: Retrieve user-specific table and view configurations
- `PUT /lead/update-setting`: Save user-specific table column preferences

### 6.3 Deals & Pipeline Endpoints
- `GET /deals`: List active deals filtered by pipeline stage or owner
- `POST /deals`: Create a deal record
- `GET /deals/:id`: Detailed view of a deal and associated customer
- `PUT /deals/:id`: Update deal amount, stage, probability, or closing date
- `DELETE /deals/:id`: Delete a deal record
- `POST /deals/bulk-delete`: Bulk delete deals
- `POST /deals/bulk-update`: Bulk update deal stages

### 6.4 Contacts & Accounts Endpoints
- `GET /contact`, `POST /contact`, `GET /contact/:id`, `PUT /contact/:id`, `DELETE /contact/:id`: Contact management
- `GET /account`, `POST /account`, `GET /account/:id`, `PUT /account/:id`, `DELETE /account/:id`: Account / Company management

### 6.5 Activities Endpoints
- `GET /task`, `POST /task`, `GET /task/:id`, `PUT /task/:id`, `DELETE /task/:id`: Task management
- `GET /call`, `POST /call`, `GET /call/:id`, `PUT /call/:id`, `DELETE /call/:id`: Call logs
- `GET /meeting`, `POST /meeting`, `GET /meeting/:id`, `PUT /meeting/:id`, `DELETE /meeting/:id`: Meetings
- `POST /meeting/:id/send-reminder`: Send automated meeting reminder to participants
- `GET /activity`: Unified activity stream across all entities

### 6.6 Omnichannel & Integrations Endpoints
- `POST /whatsapp/send-message`: Send WhatsApp message or template
- `GET /whatsapp/get-conversation`: Retrieve conversation history
- `GET /google-calendar/auth`: Initiate Google OAuth flow
- `POST /google-calendar/sync`: Trigger on-demand calendar sync
- `GET /facebook/leadgen-forms/:pageId`: List Meta lead forms
- `POST /lead-sync-chain`: Configure automatic webhook sync from Meta/Google/LinkedIn

### 6.7 AI & Intelligence
- `POST /ai/ask`: Natural language question answering over workspace data

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## 7. Knowledge Base & Training Modules

Access complete step-by-step guides at `https://kinecrm.com/training/[slug]`:

1. [Getting Started](https://kinecrm.com/training/getting-started): Foundational guide covering workspace navigation, profile settings, and record architecture.
2. [Leads](https://kinecrm.com/training/leads): Lead qualification workflows, status transitions, and conversion steps.
3. [Contacts](https://kinecrm.com/training/contacts): Creating personal contacts, relationship mapping, and communication history.
4. [Accounts](https://kinecrm.com/training/accounts): Enterprise company profiles, parent/child organizations, and account-level analytics.
5. [Deals](https://kinecrm.com/training/deals): Managing sales pipelines, configuring custom deal stages, and tracking win rates.
6. [Tasks](https://kinecrm.com/training/tasks): Setting priorities, scheduling task reminders, and automated team delegation.
7. [Calls](https://kinecrm.com/training/calls): Logging call outcomes, duration, recordings, and follow-up activities.
8. [Meetings](https://kinecrm.com/training/meetings): Scheduling appointments, sending calendar invites, and reducing no-shows.
9. [Notes & Attachments](https://kinecrm.com/training/notes-and-attachments): Collaborative note-taking, proposal uploads, and asset management.
10. [Email](https://kinecrm.com/training/email): Integrating email accounts, template variables, and tracking customer outreach.
11. [WhatsApp](https://kinecrm.com/training/whatsapp): Setting up WhatsApp Cloud API, approved message templates, and conversational selling.
12. [Import](https://kinecrm.com/training/import): Step-by-step migration from legacy spreadsheets, CSV formatting, and validation.
13. [Google Calendar](https://kinecrm.com/training/google-calendar): Bidirectional event synchronization and meeting room integration.
14. [Facebook Lead Ads](https://kinecrm.com/training/facebook-lead-ads): Connecting Meta Business Manager and instant lead forwarding.
15. [Google Ads](https://kinecrm.com/training/google-ads): Mapping Google Search and YouTube lead form assets into CRM fields.
16. [LinkedIn Ads](https://kinecrm.com/training/linkedin-ads): Ingesting B2B leads generated from LinkedIn sponsored content.
17. [AI Search](https://kinecrm.com/training/ai-search): Querying CRM records with plain English questions.
18. [Notifications](https://kinecrm.com/training/notifications): Customizing real-time in-app, email, and desktop alert preferences.
19. [Users & Permissions](https://kinecrm.com/training/users-and-permissions): Role-based access control (RBAC), security roles, and user seat management.
20. [Custom Fields](https://kinecrm.com/training/custom-fields): Adding industry-specific attributes and custom form properties.
21. [Validation Rules](https://kinecrm.com/training/validation-rules): Ensuring data integrity by creating field-level validation conditions.
22. [Table Views](https://kinecrm.com/training/table-views): Building tailored column layouts, filters, and saved views.
23. [Pricing & Subscriptions](https://kinecrm.com/training/pricing-and-subscriptions): Managing subscriptions, upgrading plans, and billing cycles.
24. [Payments & Billing](https://kinecrm.com/training/payments-and-billing): Payment gateway setup, invoices, and payment tracking.
25. [Support Tickets](https://kinecrm.com/training/support-tickets): Submitting support requests and interacting with KineCRM technical staff.
26. [Profile & Billing Information](https://kinecrm.com/training/profile-and-billing-information): Managing user credentials and tax/GST invoicing details.
27. [Blog & Content Management](https://kinecrm.com/training/blog-and-content-management): CRM-integrated publishing and customer education.
28. [Demo Bookings](https://kinecrm.com/training/demo-bookings): Managing inbound demonstration requests and calendar bookings.
29. [Contact Inquiries](https://kinecrm.com/training/contact-inquiries): Inbound inquiry triage and automated response rules.
30. [Company Management](https://kinecrm.com/training/company-management): Multi-tenant workspace and subsidiary business configuration.
31. [Website Settings](https://kinecrm.com/training/website-settings): Customizing branding, domains, and global CRM parameters.
32. [API Connections Hub](https://kinecrm.com/training/api-connections-hub): Webhook configuration, token authentication, and custom integrations.

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## 8. Navigational Directory of Public URLs

- **Homepage**: https://kinecrm.com/
- **Pricing & Plans**: https://kinecrm.com/pricing
- **Features Overview**: https://kinecrm.com/features
- **Integrations Hub**: https://kinecrm.com/integrations
- **Automation Engine**: https://kinecrm.com/automation
- **Lead Management**: https://kinecrm.com/lead-management-software
- **Free CRM Plan**: https://kinecrm.com/free-crm-software
- **CRM for Small Business**: https://kinecrm.com/crm-for-small-business
- **CRM for Startups**: https://kinecrm.com/crm-for-startups
- **Lead Generation Software**: https://kinecrm.com/lead-generation-crm
- **Lead Tracking System**: https://kinecrm.com/lead-tracking-software
- **Best Small Business CRM**: https://kinecrm.com/best-crm-for-small-business
- **Affordable CRM**: https://kinecrm.com/affordable-crm-software
- **Free SMB CRM**: https://kinecrm.com/free-crm-for-small-business
- **Why Choose KineCRM**: https://kinecrm.com/why-choose-kine-crm
- **Book a Demo**: https://kinecrm.com/book-demo
- **Contact Us**: https://kinecrm.com/contact-us
- **Help Center**: https://kinecrm.com/help-center
- **Documentation**: https://kinecrm.com/documentation
- **Training Hub**: https://kinecrm.com/training
- **Blog**: https://kinecrm.com/blog
- **FAQs**: https://kinecrm.com/faqs
- **About Us**: https://kinecrm.com/about
- **Terms & Conditions**: https://kinecrm.com/terms-and-conditions
- **Privacy Policy**: https://kinecrm.com/privacy-policy
- **LLM Summary Index**: https://kinecrm.com/llms.txt
- **LLM Complete Reference**: https://kinecrm.com/llms-full.txt