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Kordic CRM: Now with AI pre-call briefings

The deal-to-cash CRM built for sales teams

Built for ambitious sales teams, Kordic combines CRM, communications, payment management, and AI intelligence into one seamless platform giving you complete visibility over every opportunity from first contact to closed deal.

Easy to use No credit card 3-Month Free Trial
CRM professional
Dashboard
Steven →

Total Leads

24,540

▲ 13.3%

Deals Won

8,627

▲ 6.2%

Revenue

$98,540

▲ 132.4%

Sales Overview

Lead Sources

1,254 Total

Get Reply Lists

user user user
+
1K+
Happy Users

Deal Closed 🎉

New deal worth $6,200

Built different

Four things most CRMs at this price don't do

At any price point. These are the features that make Kordic uniquely suited for sales teams that handle real money.

✦ Top Feature

Accountant confirmation workflow

Agents record payments. Accountants confirm them. Managers can reverse. A proper financial audit trail built into your CRM not available in HubSpot, Pipedrive, or Salesforce at any tier.

✦ Top Feature

Stale lead badge with day counter

Every Kanban card shows how many days since last activity. Orange badge at 7+ days. Filter to show only stale leads. Competitors have vague idle labels we show you the exact number.

✦ Top Feature

AI pre-call briefing

Before every call, get a 3-part AI summary: situation overview, what to say, and what to watch out for. Cached per lead so it is instant on revisit. No competitor does this at our price point.

✦ Top Feature

Lead ownership vs assignment

Every lead has an owner who created it and an assignee who works it. Prevents territorial disputes. Only managers can change ownership. Simple but powerful for team accountability.

* Feature comparisons are based on publicly available information and may change over time.

Core Features

Everything You Need to
Close More Deals

Built for modern sales teams powerful tools that actually move the needle.

Visual pipeline board

Drag and drop leads between stages. See your entire pipeline at a glance. Custom stages with colours and win/loss tracking.

Pipeline+ Add Deal
New Lead 3
Acme Corp $12,000
TechStart $8,500
BrightCo $3,200
Proposal 2
GlobalTech $25,000
InnovateLtd $18,400
Won 1
MegaCorp $45,000

Analytics dashboard

Pipeline funnel, win rates, user performance rankings, revenue trends updated in real time with one click.

AnalyticsLive
$184KRevenue▲ 24%
68%Win Rate▲ 8%
142New Leads▼ 3%
Jan
Feb
Mar
Apr
May
Jun

Payment tracking

Record payments, track outstanding balances with VAT, and manage accountant confirmations all in one place.

PaymentsVAT enabled
ClientAmountVATStatus
Acme Corp$5,000$250Paid
TechStart$8,500$425Pending
BrightCo$3,200$160Awaiting
GlobalTech$12,000$600Paid

MCP Integration

Connect Kordic directly to your AI assistant, Claude, ChatGPT and more, via the Model Context Protocol. Let it read your CRM, summarize pipelines, draft follow-up emails, and take actions, all through a natural conversation.

🤖 MCPConnected

Invoicing and payment tracking

Create a quote, turn it into an invoice, and see what's been paid against every deal, without leaving the pipeline.

🧾 InvoicingPaid
InvoiceClientAmountStatus
INV-0007Acme Corp$4,200Paid
INV-0006TechStart$1,850Partially paid
INV-0005BrightCo$960Draft

Connect Everything

Integrations

Kordic connects with the tools you already use seamlessly and securely.

WhatsApp logo
✓ Verified

WhatsApp

WhatsApp Business API

Gmail logo
● Live

Gmail

Gmail Integration

Microsoft Outlook logo
● Live

Microsoft Outlook

Microsoft Outlook

Meta logo
★ Partner

Meta

Meta Tech Partner

TAC Security logo
✓ Verified

TAC Security

TAC Security Verified

Twilio logo
● Live

Twilio Calling

Voice & SMS API

Mailchimp logo
● Live

Mailchimp

Mailchimp Integration

Zoom logo
● Live

Zoom

Zoom Integration

Watch & Learn

See Kordic in Action

Step-by-step video guides to help your team get the most out of every feature.

Work From Anywhere

Access your CRM
anytime, anywhere

Our responsive design works perfectly on all devices so you never miss a beat.

Person using Kordic CRM on mobile
9:41
Kordic CRM

Revenue

$98,540

▲ 13.4%

Deals

156

↑ 13.0%

Tasks

24

Pending

Recent Activity

New lead addedAlex Johnson · 2 min ago
Deal wonAcme Corp · 1 hour ago
Task completedSend proposal · 3 hours ago
Meeting scheduledTeam meeting · 1 day ago

CLOSE MORE DEALS

Manage your sales
pipeline like a pro

Visualize every stage of your pipeline and
never miss an opportunity.

  • Customizable pipeline stages
  • Drag & drop deal management
  • Real-time updates
  • Increase your win rate
Explore Features  →
Sales professional
New Lead 142
Qualified 89
Proposal 82
Won 34
Website Redesign $42,350  ·  Acme Corp
Team member on the Website Redesign deal Team member on the Website Redesign deal Team member on the Website Redesign deal
Mobile App Project $8,400  ·  TechLine
Team member on the Mobile App Project deal Team member on the Mobile App Project deal
CRM Implementation $14,800  ·  Globe Solutions
Team member on the CRM Implementation deal Team member on the CRM Implementation deal Team member on the CRM Implementation deal
Digital Marketing Bright Web  ·  Google Leads
Team member on the Digital Marketing deal Team member on the Digital Marketing deal

Revenue This Month

$98,540

▲ 16.0% vs last month

About Kordic

Built by Diggit, used by our own team

Diggit Software Solutions logo

Built by Diggit Software Solutions and used daily by our own sales team.

Built by a real software team Runs on our own sales pipeline See it live on a demo

Why Switch

Built to go past closed-won

They stop at closed-won; Kordic carries the deal to paid. Here's how it stacks up against HubSpot and Pipedrive.

Capability Kordic HubSpot Pipedrive
Visual pipeline Yes Yes Yes
Quotes & invoices built in Yes Add-on No
Payment tracking to "paid" Yes No No
AI included (no upcharge) Yes Paid tier Paid tier
Works inside your AI: Claude, ChatGPT & more (MCP) Yes No No
Starting price / user / mo $4.99 $15+ $14+

They stop at "closed-won." Kordic carries the deal all the way to paid.

FAQ

Frequently asked questions

Everything you need to know before you sign up.

What does "launch price locked for life" mean?
When you sign up during our launch period, the price you pay today is the price you pay forever even when we raise prices for new customers. Your rate never increases as long as your subscription remains active. This is our commitment to early adopters.
How does user pricing work?
Starter is $4.99 per user/month choose exactly how many users you need and pay only for those. Growth ($39.99/month) includes 10 users and Business ($99.99/month) includes 25 users. All plans let you add extra users at $4.99/user/month anytime.
How does the 3-month free trial work?
Sign up and get full access to your chosen plan for 3 months, no credit card required. At the end of the trial you can choose to subscribe or your workspace pauses automatically no surprise charges.
Can I upgrade or downgrade my plan later?
Yes. You can upgrade at any time and the new rate takes effect immediately (prorated). Downgrades take effect at the next billing cycle. Launch price protection applies to your original plan tier upgrading means you move to the current price for the new tier.
How does Gmail and Outlook integration work?
Connect your Google or Microsoft account with one click (OAuth we never store your password). Once connected, you can send emails directly from a lead profile, and all sent emails are automatically logged as notes on that lead's timeline. Full conversation history in one place.
How does WhatsApp Business integration work?
Kordic integrates with the WhatsApp Business API via Meta. You need a verified WhatsApp Business number (we guide you through setup). Once connected, send and receive WhatsApp messages from inside any lead profile, with full conversation history logged automatically. Available on all plans.
Is my data secure?
Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Kordic is TAC Security Tier 2 verified an independent cybersecurity assessment of our platform. Access is controlled by row-level security policies agents can only see their own leads unless a manager grants wider access. We never sell your data.
Can I cancel anytime?
Yes no contracts, no cancellation fees. Cancel from your workspace settings and you keep access until the end of your current billing period. Your data is exportable at any time before cancellation.
What is the difference between an Owner, Manager, Agent and Accountant role?
Owner manages billing and workspace settings. Manager can see all leads, change ownership, and access full analytics. Agent works their assigned leads. Accountant can confirm or reject payments recorded by agents creating a proper financial audit trail unique to Kordic.
Sales team member using Kordic CRM

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