Khanal Group

K-CRM

Get started with K-CRM in 15 minutes

This guide takes you from your first sign-in to your first lead. The 14-day trial starts when you create the organisation.

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What you need

  • A Khanal ID with two-step verification switched on
  • Your company's legal name, GSTIN, address and phone
  • Your list of products or services with HSN / SAC, rate and GST rate
  • One enquiry: a person's name and a phone or e-mail

Sign in and create your organisation

  1. Open crm.khanals.in.
  2. Sign in with your Khanal ID and your authenticator code.
  3. On Set up K-CRM, type the Organisation name, for example ABC Infra.
  4. Type the Legal company name (printed on quotations), for example ABC Infra Private Limited.
  5. Choose the Time zone and click Start free trial.

Fill in your settings

  1. Open the user menu → Settings.
  2. Type the GSTIN, address and phone. They are printed on quotations.
  3. Choose the GST state (place of business). Without it you cannot make quotations.
  4. Save the settings.
  5. Under Quotations, set where the number starts (for example Q-), the validity in days and your standard terms, then click Save.

Set your stages and products

  1. Open the user menu → Stages & products.
  2. Rename the pipeline stages to your own words.
  3. Under Products and services, type a name, HSN / SAC, unit, rate and GST rate.
  4. Click Add product. Repeat for each product or service.

Add your first lead

  1. Open Sell → Leads and click Add lead.
  2. Type the Person, for example Ravi Kumar, and the Phone or Email.
  3. Add the company, city, product and source if you know them.
  4. Tick the consent box if the person agreed to be contacted.
  5. Click Save.

Good to know

  • The home page shows a getting-started checklist for admins of a new organisation.
  • On a phone, use "Add to home screen" from the browser menu.
  • Next: invite your sales team. See Team and roles.

Common errors

"Your Khanal ID needs a verified email and two-step verification to use K-CRM."

Verify your e-mail and set up an authenticator app in Khanal ID, then sign in again. See Sign in and two-step verification.

"The GST state does not match the GSTIN ..."

The first two digits of the GSTIN are the state code. Choose the state that matches, or correct the GSTIN.

"Give a phone number or an email."

A lead needs at least one way to reach the person. Type a phone number or an e-mail.

"This looks like a duplicate."

K-CRM already knows that phone, e-mail or GSTIN. Check the list shown. Tick Save anyway (a different enquiry) only if it is a new enquiry.

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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.