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...