Get started with K-CRM in 15 minutes
Sign in with Khanal ID, create your organisation, set the GST state, rename the pipeline stages, add your products and save your first lead in K-CRM.
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K-CRM help
K-CRM keeps your enquiries, customers, deals and GST quotations in one place, with follow-ups and reminders. These guides walk you through each task as the app works today.
Last updated
10 guides
Invite your sales team and choose roles in K-CRM
The four K-CRM roles and what each can do, how to invite people by e-mail, change a role, suspend a member and set who gets new leads.
Manage leads, convert them and move deals
Add or import leads in K-CRM, set their status, convert a lead into a deal, move deals through the pipeline stages and mark them won or lost.
Log calls and visits, plan follow-ups and get reminders
Log calls, meetings, site visits and WhatsApp chats in K-CRM, plan tasks with a due date and an e-mail reminder, and check in at a site with GPS.
Make, send and revise a GST quotation
Make a quotation from a deal's lines in K-CRM, check GST and place of supply, send the customer link, and make a new version when something changes.
Send a won deal to K-Projects or request a site survey
Create a project in K-Projects from a won K-CRM deal, request a site survey in K-Survey from a lead or deal, and store files in your own Drive.
Export leads, customers, deals and reports from K-CRM
What you can download from K-CRM: leads, companies, contacts, deals and reports as CSV, the audit log, and quotations as print or PDF pages.
K-CRM plans, prices, trial and limits
K-CRM Free and Standard plans with users and leads included, monthly and yearly prices, the 14-day trial, the Founding Offer and what happens at a limit.
Fix common K-CRM errors
The real K-CRM error messages for sign-in, leads, deals, quotations, files and plan limits, what each one means and how to fix it in a few steps.
K-CRM security, privacy and where data is stored
How K-CRM signs you in, who sees which leads and deals, consent and opt-outs, where records and files are stored, the audit log and deleting data.
Still stuck?
Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.