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The KiyoCRM Team and VisionKiyoCRM is a result of the innovation, dedication, and long-standing experience of the Kiyo Solutions team. Built with a mission to empower organizations with flexible and scalable CRM solutions, KiyoCRM combines modern user experien...

The login page provides secure access to the KiyoCRM system for registered users. It supports traditional username/password login as well as Google-based authentication. Username/Password Login: On clicking "Log In", credentials are validated on the s...

The Leads module in KiyoCRM allows users to capture, track, and manage potential clients throughout the sales funnel. List View Actions Lead Creation: Click + Create Lead to manually add new leads. Options for importing leads from external source...

The KiyoCRM Dashboard allows for a highly customizable layout using panels and tabs, accessible via the three-dot menu at the top right of the dashboard interface. Dashboard Options 1. Add Panel Opens a form to insert a new dashlet (e.g., bar chart, p...

In KiyoCRM a Contact is an individual who is typically associated with a Company (organization) or Opportunity (qualified prospect). For example, if Techco is the Company, then John Smith, Sales Manager of Techco is the Contact. This module holds all informati...

The Companies module is the centralized base from which you can create an association with most records in KiyoCRM. It is possible to create a relationship with Contacts, Converted Leads, Opportunities, any Activity such as Emails or Meetings and Cases. Compan...

An Opportunity is a qualified Sales prospect with a likely chance that they will be able to do business with your company. You have established that they have buying power and have entered into the buying cycle. This module allows you to track your Opportuniti...

AOS (Advanced Open Sales) is the first set of advanced modules. It helps manage everything after a sales opportunity, like sending quotes, creating invoices, and handling ongoing contracts. These features are available through modules like: Product Categori...

The Meetings module in KiyoCRM allows Users to create a record of any Meeting that they have been involved in. The Meeting scheduler allows a User to invite attendees, email invitees, set reminders, reschedule and relate to other modules including a Company, C...

The Calls module in KiyoCRM allows Users to schedule and log a record of inbound and outbound calls that they may be a participant of: List View Actions You can access the Calls actions from the Calls module menu drop down or via the Sidebar. The Calls actio...

KiyoCRM can assist users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action. You can access the Tasks actions from the Tasks module menu drop down or via the Sidebar. The Tasks actions are as follows: Lis...

The Documents module can be used as a repository for Customer issued or internal files. This content can be uploaded, revised and viewed in addition to relating to individual records within KiyoCRM. List View Actions You can access the Documents actions from...

The Emails module in KiyoCRM allows Users to view, store, compose, send and receive email from their own personal email account or a shared inbox, for example a Support or Sales inbox. Emails can be imported and associated with a related KiyoCRM record, for ex...

Email templates are used to send standardized responses and notifications via email. Adding variables allows you to personalize these communications and include additional relevant information such as order details. Email templates can be viewed, edited and c...

The Notes module in KiyoCRM can be used to keep a record of any comments, observations or explanations that a User may have relating internally to their organization or relating to another KiyoCRM record such as a Company, Contact, Lead or many more. Notes are...

Typically Targets are used as the recipients of a Marketing Campaign, your organization knows very little about these individuals and they may be re-used for new Campaigns or deleted without any impact to the business. Your organization will spend little resou...

The Target Lists module in KiyoCRM is used to separate Targets into groups, these can be groups of individuals that should be excluded from a particular Campaign, test groups or a list of Targets grouped by certain criteria, for example area or market an organ...

The Campaigns module in KiyoCRM can be a very powerful marketing and advertising tool for your organization allowing you to create and track both email and non-email based (e.g. tele sales or radio) marketing campaigns to prospective or existing customers. Wi...

The Surveys module allows you to create a web-based survey with a variety of question-type options. The responses received are stored in KiyoCRM and can be viewed on a per-respondent basis or as a detailed summary report using charts where appropriate. Survey...

Use this module to describe and track Bugs. When creating a Bug record, you can describe in more detail the problem that caused cases and describe possible ways to fix it in Knowledge Base. The described Bugs can be absolutely anything: they can be tied to ...