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Bugs

KiyoCRM Documentation | User Guide, API... Core Modules

Use this module to describe and track Bugs. When creating a Bug record, you can describe in more ...

Updated 7 months ago by Admin

Target - Lists

KiyoCRM Documentation | User Guide, API... Core Modules

The Target Lists module in KiyoCRM is used to separate Targets into groups, these can be groups o...

Updated 7 months ago by Admin

Targets

KiyoCRM Documentation | User Guide, API... Core Modules

Typically Targets are used as the recipients of a Marketing Campaign, your organization knows ver...

Updated 7 months ago by Admin

Notes

KiyoCRM Documentation | User Guide, API... Core Modules

The Notes module in KiyoCRM can be used to keep a record of any comments, observations or explana...

Updated 7 months ago by Admin

Documents

KiyoCRM Documentation | User Guide, API... Core Modules

The Documents module can be used as a repository for Customer issued or internal files. This cont...

Updated 7 months ago by Admin

Tasks

KiyoCRM Documentation | User Guide, API... Core Modules

KiyoCRM can assist users with productivity, offering a way to record, relate and assign Tasks and...

Updated 7 months ago by Admin

Calls

KiyoCRM Documentation | User Guide, API... Core Modules

The Calls module in KiyoCRM allows Users to schedule and log a record of inbound and outbound cal...

Updated 7 months ago by Admin

Meetings

KiyoCRM Documentation | User Guide, API... Core Modules

The Meetings module in KiyoCRM allows Users to create a record of any Meeting that they have been...

Updated 7 months ago by Admin

Sales

KiyoCRM Documentation | User Guide, API... Advanced Modules

AOS (Advanced Open Sales) is the first set of advanced modules. It helps manage everything after ...

Updated 7 months ago by Admin

Opportunities

KiyoCRM Documentation | User Guide, API... Core Modules

An Opportunity is a qualified Sales prospect with a likely chance that they will be able to do bu...

Updated 7 months ago by Admin

Companies

KiyoCRM Documentation | User Guide, API... Core Modules

The Companies module is the centralized base from which you can create an association with most r...

Updated 7 months ago by Admin

Contacts

KiyoCRM Documentation | User Guide, API... Core Modules

In KiyoCRM a Contact is an individual who is typically associated with a Company (organization) o...

Updated 7 months ago by Admin

Events

KiyoCRM Documentation | User Guide, API... Advanced Modules

Event Locations The Locations module is used to capture the venue/site informati...

Updated 7 months ago by Admin

Knowledge Base

KiyoCRM Documentation | User Guide, API... Advanced Modules

The knowledge base can be used as a structured repository of solutions coming Appeals. When a new...

Updated 7 months ago by Admin

PDF Templates

KiyoCRM Documentation | User Guide, API... Advanced Modules

This module allows you to create document templates. In the future, based on these templates, PDF...

Updated 7 months ago by Admin

Employees

KiyoCRM Documentation | User Guide, API... Core Modules

This module is used to manage information about employees in your organization. Access to the mod...

Updated 7 months ago by Admin

Surveys

KiyoCRM Documentation | User Guide, API... Core Modules

The Surveys module allows you to create a web-based survey with a variety of question-type option...

Updated 7 months ago by Admin

Campaigns

KiyoCRM Documentation | User Guide, API... Core Modules

The Campaigns module in KiyoCRM can be a very powerful marketing and advertising tool for your or...

Updated 7 months ago by Admin

Leads

KiyoCRM Documentation | User Guide, API... Core Modules

The Leads module in KiyoCRM allows users to capture, track, and manage potential clients througho...

Updated 7 months ago by Admin

Dashboards

KiyoCRM Documentation | User Guide, API...

The KiyoCRM Dashboard allows for a highly customizable layout using panels and tabs, accessible v...

Updated 7 months ago by Admin