KiyoCRM Documentation | User Guide, API, Setup & ConfigurationKiyoCRM
Explore the complete documentation for KiyoCRM — a powerful, low-code CRM platform by Kiyo Solutions Pvt Ltd. Learn how to set up, configure, and use sales, marketing, support, and automation modules. Access integration guides, API references, admin tools, and user tips for both KiyoCRM Pro and Lite editions.
Introduction
Introduction
Dashboards
The KiyoCRM Dashboard allows for a highly customizable layout using panels and tabs, accessible v...
Core Modules
Core Modules
Leads
The Leads module in KiyoCRM allows users to capture, track, and manage potential clients througho...
Contacts
In KiyoCRM a Contact is an individual who is typically associated with a Company (organization) o...
Meetings
The Meetings module in KiyoCRM allows Users to create a record of any Meeting that they have been...
Companies
The Companies module is the centralized base from which you can create an association with most r...
Opportunities
An Opportunity is a qualified Sales prospect with a likely chance that they will be able to do bu...
Calls
The Calls module in KiyoCRM allows Users to schedule and log a record of inbound and outbound cal...
Tasks
KiyoCRM can assist users with productivity, offering a way to record, relate and assign Tasks and...
Documents
The Documents module can be used as a repository for Customer issued or internal files. This cont...
Emails
The Emails module in KiyoCRM allows Users to view, store, compose, send and receive email from th...
Email Templates
Email templates are used to send standardized responses and notifications via email. Adding varia...
Notes
The Notes module in KiyoCRM can be used to keep a record of any comments, observations or explana...
Targets
Typically Targets are used as the recipients of a Marketing Campaign, your organization knows ver...
Target - Lists
The Target Lists module in KiyoCRM is used to separate Targets into groups, these can be groups o...
Campaigns
The Campaigns module in KiyoCRM can be a very powerful marketing and advertising tool for your or...
Surveys
The Surveys module allows you to create a web-based survey with a variety of question-type option...
Bugs
Use this module to describe and track Bugs. When creating a Bug record, you can describe in more ...
Cases
In KiyoCRM Cases are used to record interactions with Customers when they ask for help or advice,...
Projects
In KiyoCRM the Projects module allows the User to arrange their organization’s projects by tracki...
Spots
This module allows you to quickly present these systems in the form of summary tables or graphs. ...
Employees
This module is used to manage information about employees in your organization. Access to the mod...
Advanced Modules
Advanced Modules
Sales
AOS (Advanced Open Sales) is the first set of advanced modules. It helps manage everything after ...
PDF Templates
This module allows you to create document templates. In the future, based on these templates, PDF...
Knowledge Base
The knowledge base can be used as a structured repository of solutions coming Appeals. When a new...
WorkFlows
Workflows is a module for KiyoCRM allowing users to create custom workflow processes. Historicall...
Workflow Calculated Fields
In Workflows, there is a particularly powerful and complex Action called Calculated Fields whic...
Events
Event Locations The Locations module is used to capture the venue/site informati...
Reports
Advanced Open Reports (AOR) is the reporting module within KiyoCRM. AOR can be ac...
Reschedule
Rescheduling a Call To reschedule a Call, you can click the 'Reschedule' button on the...
Administration
Emails
Mail Accounts Overview Configuring email for KiyoCRM provides a wide range of fe...
1. How to configure a Microsoft OAuth Provider
1. Intro This guide will explain how to configure a client on Microsoft Azure and th...
2. Compose Email 'From' Dropdown Behavior Compose Email 'From' Dropdown Behavior
1. Intro On KiyoCRM 7.13.1 and 8.2.3 versions, the “From” dropdown lis...
3. How to configure Inbound Email with OAuth
1. Intro This guide will explain how to configure an inbound email con...
4. External OAuth Provider Overview
1. Intro This guide tries to provide a more in-depth description of th...
5. Configuring Security Groups for Inbound Email
1. Intro This guide will explain how to configure the visibility defaults that are app...
Users
Overview This guide documents the settings on the Users section of the Administration ...
Roles and Security Groups
Roles and Security Group settings are managed from the Users section of the Administration Pane...
System
System Settings User Interface These user interface settings ap...
Developer Tools
Studio The Studio tools allow you to customize the information shown in the modul...
Search
1. Elasticsearch This enhancement is only available in KiyoCRM from version 7.11 onwards. Tab...
1.1 Introduction
This enhancement is only available in KiyoCRM from version 7.11 onwards. Elasticsearch is an ind...
1.2 Set up Elasticsearch
This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM 7.11 requires E...
1.3 Set up Elasticsearch integration
This enhancement is only available in KiyoCRM from version 7.11 onwards. Configure the Elasticse...
1.4 Search Syntax
This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM Elasticsearch...
1.5 Command Line Tools
This enhancement is only available in KiyoCRM from version 7.11 onwards. KiyoCRM’s Elasticsear...
1.6 Troubleshooting
This enhancement is only available in KiyoCRM from version 7.11 onwards. In order to make the ...
Studio
Introduction The Studio tools allow you to customize the informat...
Google Maps
This section allows you to configure the settings for integrating KiyoCRM with Google Maps. Goog...
SSO
Azure SAML Single Sign On The following documentation is for KiyoCRM Versi...
Sales Module Settings
AOS Settings The Advanced Open Sales suite of modules allow you to manage the p...
Google Credentials and Syncing
This enhancement is in Beta please help by providing us your feedback! It is only available in ...