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All Features

Everything Kordic can do for your sales team

From pipeline management to AI briefings, payments to WhatsApp, every tool your sales team needs, in one place.

20+
Powerful Features
8
Integrations
5
Unique to Kordic
$4.99
Starting per user/month

Core Features

The essentials, done right

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
★ Unique to Kordic

Stale lead alerts

Automatically flag leads with no activity in 7+ days. Never let a deal go cold without knowing about it.

⚠ Stale Leads4 flagged
Acme CorpNo activity · 14 days
14d
TechStartNo activity · 9 days
9d
BrightCoNo activity · 8 days
8d
InnovateLtdNo activity · 7 days
7d
★ Unique to Kordic

AI pre-call briefings

Get a full situation summary, suggested talking points and risk flags before every sales call, powered by Claude AI.

✦ AI Briefing · Acme Corp
Summary

Deal at $25k, stalled 5 days. Budget confirmed. Decision-maker is CFO.

Talking Points
  • Reference Q4 ROI numbers
  • Address integration concern
  • Offer 30-day trial extension
⚠ Risk Flags

Competitor evaluation in progress. Pricing sensitivity noted.

WhatsApp Business integration

Send and receive WhatsApp messages directly from lead profiles. Full conversation history in one place. Available on all plans.

WhatsApp logoWhatsApp · John MorrisOnline

Twilio calling integration

Make and receive calls directly from lead profiles via Twilio. Calls are logged automatically with duration and outcome, no manual notes needed.

Twilio logoTwilio · Call Log
John Morris+971 50 123 4567
02:34
🔇 Mute✕ End
↙John Morris8 min · Answered
↗Lisa K.3 min · Voicemail
↙Tom N.14 min · Answered
★ Unique to Kordic

Accounts & Contacts

Manage companies as Accounts with multiple Contacts each. Select an account when adding a deal and contacts auto-fill instantly.

Account · Acme Corp3 Contacts

Gmail integration

Connect your Gmail. Send emails, see full history per lead, and every conversation is automatically logged as a note.

Gmail logoGmail · Acme Corp

Mailchimp integration

Sync contacts and leads with Mailchimp. Trigger email sequences from pipeline events and track campaign engagement directly in the CRM.

Mailchimp logoMailchimp · Campaign Stats
Q2 Outreach Campaign
1,842Sent
68%Open Rate
24%Click Rate
38Converted
New Lead → Welcome Email
Proposal Sent → Follow-up
Stale Lead → Re-engage

Document management

Upload contracts, proposals and invoices per lead. Save Google Drive links. Download anytime with secure presigned URLs.

Documents · Acme Corp+ Upload
PDF
Contract_Acme_2026.pdfUploaded 3 days ago · 1.2 MB
↓
DOC
Proposal_v3.docxUploaded 1 week ago · 540 KB
↓
GDrive
Pricing Deck (Google Drive)Link saved
↗
PDF
Invoice_001.pdfUploaded today · 210 KB
↓

Outlook integration

Connect your Microsoft Outlook. Send emails, see full history per lead, and every conversation is automatically logged as a note.

Microsoft Outlook logoOutlook · TechStart

Team management

Invite users, managers and accountants. Role-based access control ensures everyone sees only what they need to.

Team · 6 members+ Invite
JD
James D.james@company.com
Admin
SR
Sarah R.sarah@company.com
Manager
MK
Mike K.mike@company.com
User
AL
Anna L.anna@company.com
Accountant
★ Unique to Kordic

Know who to call first

Kordic scores every lead by how likely it is to close, and tells you why. Spend your day on the deals that will actually land.

✦ AI Lead ScoreUpdated now
92
Acme CorpBudget confirmed · CFO engaged
Hot
74
TechStart2 calls · proposal viewed 3x
Warm
61
GlobalTechActive thread · pricing questions
Warm
28
BrightCoNo activity in 9 days
Cool

See the month before it happens

Weighted pipeline forecasting turns your stages into a revenue number you can plan around, not a guess.

Revenue ForecastThis Quarter
$212KForecasted▲ 15%
$184KWeighted Pipeline▲ 9%
87%Confidence
Jan
Feb
Mar
Apr*
May*

Sell in any currency

Quote, invoice, and track payments in USD, GBP, EUR and more, each workspace set to the currencies you actually use.

Payments4 currencies
ClientAmountCurrencyStatus
Acme Corp$5,000USDPaid
Harrow Ltd£4,200GBPPending
BrightCo€3,000EURAwaiting
GlobalTechAED 12,000AEDPaid
More Power
New & Advanced Features
Even more ways Kordic helps your team work smarter and close faster.
1 / 8
Google Sheets
New
01, Integrations
Google Sheets Sync
Keep your CRM data and Google Sheets always in sync. Any updates in Kordic automatically reflect in your connected sheet and vice versa, every 5 minutes, hands-free.
Lead NameStageValueLast Updated
Acme CorpProposal$25,0002 min ago
TechStartWon$8,5005 min ago
BrightCoNew Lead$3,2005 min ago
Synced · every 5 minutes
↔ Google Sheets
Invoice
★ Unique
02, Documents
Invoicing & E-Sign
Create and send invoices from within Kordic and collect electronic signatures from clients, no third-party tools needed. Track invoice status from sent to signed to paid, all in one place.
INV-2026-0041✓ Signed & Paid
CRM Setup, Acme Corp$5,000
Onboarding (5 hrs)$1,500
VAT 5%$325
Total$6,825
Quote
New
03, Documents
Document Quotation
Generate and send professional quotation documents directly from a deal. Clients can view with one click and quotes convert to invoices instantly.
QUO-2026-0018
Acme Corp · Valid 30 days
→ Convert to Invoice
Enterprise CRM License$9,600
Implementation (10 hrs)$2,000
Training Package$800
VAT 5%$620
Total$13,020
App
New
04, Developer
Public API
Connect Kordic to any tool in your stack. Our Public API gives developers full access to CRM data with webhooks, authentication, and complete documentation to build powerful integrations.
GET /api/v1/leads
Authorization: Bearer kr_live_••••••

POST /api/v1/leads
{"name": "Acme Corp",
 "stage": "new_lead"}
✓ 200 OK · {"id":"ld_9xk2","status":"created"}
🎛️
New
05, Customization
Custom Fields
Every business is different. Add custom fields to your leads, contacts, and deals to capture the information that matters most to your team, your way.
TextIndustryReal Estate
NumberEmployee Count240
DateContract ExpiryDec 2026
SelectLead SourceReferral
Zoom
New
06, Integrations
Zoom Integration
Schedule and launch Zoom calls directly from a lead profile. Meeting links, recordings, and call notes are automatically logged so the full call history lives in one place.
Zoom CallAcme Corp · Discovery
18:42
🔇 Mute✕ Leave
🎥Discovery Call32 min · Logged as note
🎥Demo Walkthrough45 min · Logged as note
🎥Contract Review20 min · Logged as note
🤖
★ Unique
07, AI & Automation
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.
Summarize my pipeline and draft a follow-up to Acme Corp.
🤖 AI Assistant
3 deals moved to Proposal this week, Acme Corp ($25k) is your biggest. Drafting a follow-up email now…
Connected via MCP
🧾
New
08, Documents
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.
INV-2026-0007 ✓ Paid
Consulting Services$4,000
VAT 5%$200
Total$4,200
💳 Payment status synced to the deal automatically
🔀
New
09, Pipeline
Multiple Pipelines
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.
🔀Sales Pipeline14 deals · 6 stages
🔀Enterprise Pipeline7 deals · 5 stages
🔀UAE Region Pipeline9 deals · 4 stages
3 pipelines active
✉️
New
10, Productivity
Email Templates
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.
Templates ▾ Intro — First Contact✓ Auto-filled
Hi Sarah,
Thanks for your interest, I'm following up on behalf of Acme Corp.
Best, John
first_name · company · my_name filled
✍️
New
11, AI & Automation
AI Email Drafting
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.
Draft a follow-up to Acme Corp, tone: Chase quote.
✍️ AI Draft
Hi Sarah, just checking in on the quote we sent for the Enterprise plan, happy to jump on a call if useful…
Grounded in lead data · never auto-sends
📊
New
Google Sheets Sync
Keep your CRM data and Google Sheets always in sync. Any updates in Kordic automatically reflect in your connected sheet and vice versa, every 5 minutes, hands-free.
Lead NameStageValueLast Updated
Acme CorpProposal$25,0002 min ago
TechStartWon$8,5005 min ago
BrightCoNew Lead$3,2005 min ago
Synced · every 5 minutes
↔ Google Sheets
🖊️
★ Unique
Invoicing & E-Sign
Create and send invoices from within Kordic and collect electronic signatures from clients, no third-party tools needed. Track invoice status from sent to signed to paid, all in one place.
INV-2026-0041 ✓ Signed & Paid
CRM Setup, Acme Corp$5,000
Onboarding (5 hrs)$1,500
VAT 5%$325
Total$6,825
📄
New
Document Quotation
Generate and send professional quotation documents directly from a deal. Clients can view with one click and quotes convert to invoices instantly.
QUO-2026-0018
Acme Corp · Valid 30 days
→ Convert to Invoice
Enterprise CRM License$9,600
Implementation (10 hrs)$2,000
Training Package$800
VAT 5%$620
Total$13,020
⚡
New
Public API
Connect Kordic to any tool in your stack. Our Public API gives developers full access to CRM data with webhooks, authentication, and complete documentation to build powerful integrations.
GET /api/v1/leads
Authorization: Bearer kr_live_••••••

POST /api/v1/leads
{"name": "Acme Corp",
 "stage": "new_lead"}
✓ 200 OK · {"id":"ld_9xk2","status":"created"}
🎛️
New
Custom Fields
Every business is different. Add custom fields to your leads, contacts, and deals to capture the information that matters most to your team, your way.
Text Industry Real Estate
Number Employee Count 240
Date Contract Expiry Dec 2026
Select Lead Source Referral
Sales team member using Kordic CRM

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