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...