Everything Kordic CRM can do for your sales team

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

Run multiple sales processes side by side. Create separate pipelines for different products, teams, or regions, each with its own stages, deals, and performance tracking.

Save reusable emails and apply them in one click, with merge fields that auto-fill the lead's details. Share templates with the workspace or keep them private.

Writes a first-draft sales email grounded in the lead's real data, profile, stage, notes, call history, WhatsApp, and payments. Compose fresh outreach or reply to the latest thread, pick a tone (Intro, Follow-up, Chase quote, Thank you, Re-engage) and add a note to refine. You review and edit before sending, it never auto-sends.

Turn any website into a lead source. Drag in the fields you want (name, email, phone, company, dropdowns) and Kordic gives you a hosted page plus an embed snippet for your own site. Every submission creates a lead in your pipeline automatically, assigns an owner, and fires a notification. All spam-guarded, no login required for the visitor.

Replace repetitive manual work with rules: when this happens, do that. Pick a trigger (a lead enters a stage, a form is submitted, a payment lands, or a deal goes quiet for N days), an optional condition (deal value over a threshold, source is website), and one or more actions: assign a rep, send an AI-drafted email or WhatsApp, move the stage, create a task, or notify. Every run is logged so you can audit exactly what fired and when.

Chat with your CRM like a teammate. Ask it to pull up a lead, summarize a deal, draft a reply, log a note, or move something down the pipeline, all in plain language. It can read and take action, and every change it makes is shown to you for a one-tap confirm before anything is saved, so you stay in control.

Set monthly closing goals for each rep and watch attainment update in real time as deals close. Shortfalls can roll forward, snapshots lock the number at period end, and managers get a single view of who's ahead of pace and who needs a push, turning targets into something you actually manage, not just hope for.

Your whole pipeline in your pocket. Make calls, add notes, update stages, record payments and check analytics from native iPhone and Android apps that stay in sync with the web in real time. Perfect for reps in the field, at events, or anywhere a desk isn't.

Sell to businesses, individuals, or both. Kordic adapts to how you work. Switch a workspace to B2B and get company Accounts with multiple contacts each, plus a company field on every lead. Switch to B2C and the view simplifies to people-first, hiding accounts and company fields so reps see only what matters. Change it anytime in settings, no migration, no rebuild.