Top CRM Features for Sales, Delivery and Billing
KudosCRM brings together everything you need to win and keep customers in one platform. From lead capture and pipeline management through quoting, e-signature, project delivery and invoicing, to reporting and AI, every feature runs on the same customer record.
Attract & Capture
Get every lead in, scored, and owned — before a competitor calls them back.
Forms
Build a form with 13 field types, embed it, and let each submission create a lead.
Lead Discovery
Search built-in B2B prospecting for net-new leads and add them, enriched, in one click.
Audiences
Filter leads into a saved audience and reuse it in campaigns and workflows.
Source Attribution
Capture UTM and channel on every lead and see which sources convert.
Lead Scoring
Set scoring rules and grade every lead A to D as it lands.
Lead Routing
Route each new lead to a rep by round-robin or territory rules.
Meetings & Booking
Share a booking link and log every meeting on the contact record.
Sell & Close
Work the deal on one record and close it online — no Word docs, no re-keying.
Pipeline & Deals
Drag deals across stages and get flagged when one goes stale.
Deals
Track owner, value, stage and every activity on one deal record.
Contacts
Keep every contact and company with its full history in one record.
Activities
Log calls, emails and notes and have them file to the right record.
Forecasting
Set quotas and read a weighted forecast built from live deal data.
Quoting & Proposals
Price a quote from your catalog, route it for approval, and send the PDF.
Products & Pricing
Maintain products and price books that populate every quote.
E-Signature
Send a signing link and let the customer accept the quote online.
Orders
Convert an accepted quote into an order and hand it to delivery.
Email Tracking
See when a prospect opens, clicks or replies to your email.
Email Sequences
Enroll a lead in a multi-step sequence that stops when they reply.
Deliver
Turn the win into delivered work, on the same platform that sold it.
Projects
Create a project from a won deal and track health against budget.
Customer Portal
Share a password-protected portal so clients can follow progress.
Tasks
Assign tasks with priorities and reminders on the related record.
Recurring Tasks
Schedule tasks that repeat daily, weekly or monthly with checklists.
Workload Management
View each person's workload and rebalance tasks across the team.
Bill & Retain
Get paid without leaving the CRM, and keep customers happy after the sale.
Optimize & Grow
Measure what happened, automate the busywork, and compound growth.
Reports & Dashboards
Open seven built-in reports and click any number to see the deals behind it.
Audit Log
Review who changed what and when, down to the field.
Workflows
Pick a trigger, add conditions, and chain the actions that follow.
AI Assistant
Ask Kudos AI to draft a reply, summarize a record or extract a document.
Email Campaigns
Send a campaign to a live audience and track opens and clicks.
Email Builder
Drag blocks onto a canvas and save an on-brand email template.
Referrals
Give partners a referral link and record commission when a deal is won.
Custom Fields
Add custom fields and objects in Studio and publish them when ready.
Integrate KudosCRM With the Tools You Already Use
Connect the email, calendar, messaging and support tools your team already runs, so conversations and follow-up stay attached to the same CRM records.
Select a Plan
The Core CRM Is on Every Plan
KudosCRM works for solo founders, growing sales teams and service businesses alike. Start free for up to three users, and paid plans begin at $9 per user each month.
Free
$0/user/mo
Free forever
For solo founders and small teams finding their feet.
Start for free- Up to 3 users
- 1,000 contacts
- 1 pipeline
- Tasks, activities & 1 email inbox
- 1 lead-capture form
Basic
$9/user/mo
Billed annually
An affordable, real CRM for teams of 2 to 10.
Start free trial- Up to 25 users
- 25,000 contacts · 3 pipelines
- 10 automations · 1k runs/mo
- Meetings, forms & invoicing
- Standard integrations (Gmail, Outlook, Slack)
Professional
$24/user/mo
Billed annually
The full business OS for scaling SMBs of 10 to 50.
Start free trial- Unlimited users & pipelines
- 250,000 contacts
- 50 automations · 25k runs/mo
- Kudos AI: 2,000 msgs / seat / mo
- Webhooks, API & lead scoring
Enterprise
$49/user/mo
From — billed annually
Governance, security and scale for 50+ seats.
Talk to sales- Everything in Professional
- SSO / SAML / SCIM
- Unlimited audit log + export
- Dedicated CSM + 99.95% uptime SLA
- White-label & reseller program
FAQ
Frequently Asked Questions
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