Features – Kordic CRM

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

Payment tracking

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

PaymentsVAT enabled

Client	Amount	VAT	Status
Acme Corp	$5,000	$250	Paid
TechStart	$8,500	$425	Pending
BrightCo	$3,200	$160	Awaiting
GlobalTech	$12,000	$600	Paid

★ 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

BrightCoNo activity · 8 days

InnovateLtdNo activity · 7 days

★ Unique to Kordic Growth & Business

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.

Gmail integration

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

Gmail · Acme Corp

You2:14 PM

Hi John, following up on the proposal we sent last week…

John (Acme)3:30 PM

Thanks! Can we get a call Thursday?

You3:45 PM

Thursday works great — I'll send a calendar invite now.

Send

Outlook integration

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

Outlook · TechStart

Sarah (TechStart)Mon 10:00

We'd love to see a demo of the pipeline features this week.

YouMon 10:22

Booked Wednesday at 3 PM — see the invite.

Sarah (TechStart)Mon 10:35

Perfect. See you then!

Send

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

Team management

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

Team · 6 members+ Invite

James D.james@company.com

Admin

Sarah R.sarah@company.com

Manager

Mike K.mike@company.com

User

Anna L.anna@company.com

Accountant

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

↓

★ 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

Acme Corpacmecorp.com · Dubai, UAE

John MorrisCEO · john@acmecorp.com

Primary

Lisa K.CFO · lisa@acmecorp.com

Tom N.CTO · tom@acmecorp.com

WhatsApp Business integration

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

WhatsApp · John MorrisOnline

Hi, I wanted to ask about the enterprise plan pricing? 🙏

Of course! For 20+ users we offer custom pricing with dedicated support. I'll send the details now.

Perfect, thank you! Looking forward to it.

Sent! Let me know if you have any questions 😊

Mailchimp integration

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

Mailchimp · 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

Business plan

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 · 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

📊

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 Name	Stage	Value	Last Updated
Acme Corp	Proposal	$25,000	2 min ago
TechStart	Won	$8,500	5 min ago
BrightCo	New Lead	$3,200	5 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

On the Roadmap

Coming Soon to Kordic

We're building fast. Here's what's coming next for our early adopters.

🔀

⏳ Coming Soon

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.

In development — 35% complete

📹

⏳ Coming Soon

Zoom Integration

Schedule and launch Zoom calls from inside a lead profile. Meeting links auto-logged as notes so the full call history lives in one place.

In development — 60% complete

🤖

⏳ Coming Soon

Claude (MCP) Integration

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

In development — 45% complete

🧾

⏳ Coming Soon

E-Invoicing

Government-compliant electronic invoicing built directly into Kordic. Generate, send, and archive e-invoices that meet regional tax authority requirements — no separate software needed.

In planning — 20% complete

Everything Kordic
can do for your team

The essentials — done right

Visual pipeline board

Payment tracking

Stale lead alerts

AI pre-call briefings

Gmail integration

Outlook integration

Analytics dashboard

Team management

Document management

Accounts & Contacts

WhatsApp Business integration

Mailchimp integration

Twilio calling integration

Coming Soon to Kordic

Ready to Grow Your Business?

Everything Kordiccan do for your team

The essentials — done right

Visual pipeline board

Payment tracking

Stale lead alerts

AI pre-call briefings

Gmail integration

Outlook integration

Analytics dashboard

Team management

Document management

Accounts & Contacts

WhatsApp Business integration

Mailchimp integration

Twilio calling integration

Coming Soon to Kordic

Ready to Grow Your Business?

Everything Kordic
can do for your team