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Kordic CRM: Now with AI pre-call briefings

From WhatsApp chat to paid invoice, in one CRM.

Kordic CRM brings your pipeline, WhatsApp, Gmail and Outlook, quotes, invoices and payment tracking into one place. From $4.99 per user. 3 months free, no credit card.

Start free for 3 months → See how it works

Built by Diggit Software Solutions Free data migration iOS and Android apps Export your data anytime

Sales manager using Kordic CRM on a tablet

Dashboard

Steven →

Total Leads

24,540

▲ 13.3%

Deals Won

8,627

▲ 6.2%

Revenue

$98,540

▲ 132.4%

Sales Overview

Lead Sources

1,254 Total

Get Reply Lists

Deal Closed 🎉

New deal worth $6,200

Built different

Four things built into Kordic CRM

Included on every plan. These are the features that help sales teams who handle real money keep track of it.

✦ Top Feature

Accountant confirmation workflow

Agents record payments. Accountants confirm them. Managers can reverse. A built-in accountant confirm or reject step for rep-recorded payments, with no custom setup.

✦ Top Feature

Stale lead badge with day counter

Every Kanban card shows how many days since last activity. Orange badge at 7+ days. Filter to show only stale leads. Competitors have vague idle labels we show you the exact number.

✦ Top Feature

AI pre-call briefing

Before every call, get a 3-part AI summary: situation overview, what to say, and what to watch out for. Cached per lead so it is instant on revisit. Included from $4.99 per user.

✦ Top Feature

Lead ownership vs assignment

Every lead has an owner who created it and an assignee who works it. Prevents territorial disputes. Only managers can change ownership. Simple but powerful for team accountability.

Competitor comparisons are dated and sourced in the table below.

Core Features

Everything You Need to
Close More Deals

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

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

MCP Integration

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

🤖 MCPConnected

Summarize my pipeline and draft a follow-up to Acme Corp.

3 deals moved to Proposal this week, Acme Corp ($25k) is your biggest. Drafting a follow-up email now…

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.

🧾 InvoicingPaid

Invoice	Client	Amount	Status
INV-0007	Acme Corp	$4,200	Paid
INV-0006	TechStart	$1,850	Partially paid
INV-0005	BrightCo	$960	Draft

Connect Everything

Integrations

Kordic connects with the tools you already use seamlessly and securely.

✓ Verified

Google CASA

Google CASA Tier 2 verified

● Live

WhatsApp Business API

● Live

Gmail

Gmail Integration

● Live

Microsoft Outlook

● Live

Twilio Calling

Voice calls

● Live

Mailchimp

Mailchimp Integration

● Live

Zoom

Zoom Integration

Watch & Learn

See Kordic CRM in Action

Step-by-step video guides to help your team get the most out of every feature.

01 How to use it

02 How to Sign Up & Get Started with Kordic CRM

03 How to Customize Workspaces & Pipeline Stages in Kordic CRM

04 How to Add Team Members in Kordic CRM

05 How to Add Accounts & Contacts in Kordic CRM

06 How to Add Leads in Kordic CRM

07 How to Connect Gmail & Outlook to your Account in Kordic CRM

08 How to Connect WhatsApp Business to Kordic CRM

09 How to Import & Export CSV Files in Kordic

Work From Anywhere

Access your CRM
anytime, anywhere

Our responsive design works perfectly on all devices so you never miss a beat.

Web App

iOS App

Android App

Download on the

App Store

GET IT ON

Google Play

9:41

Dashboard

Revenue

$98,540

▲ 13.4%

Deals

156

↑ 13.0%

Tasks

Pending

Recent Activity

New lead addedAlex Johnson · 2 min ago

Deal wonAcme Corp · 1 hour ago

Task completedSend proposal · 3 hours ago

Meeting scheduledTeam meeting · 1 day ago

CLOSE MORE DEALS

Manage your sales
pipeline like a pro

Visualize every stage of your pipeline and
never miss an opportunity.

✓Customizable pipeline stages
✓Drag & drop deal management
✓Real-time updates
✓Increase your win rate

Explore Features →

New Lead 142

Qualified 89

Proposal 82

Won 34

Website Redesign $42,350 · Acme Corp

Mobile App Project $8,400 · TechLine

CRM Implementation $14,800 · Globe Solutions

Digital Marketing Bright Web · Google Leads

Revenue This Month

$98,540

▲ 16.0% vs last month

Why Switch

Kordic CRM goes past closed-won

How Kordic CRM compares with HubSpot and Pipedrive on the steps after a deal is won. Checked against each vendor's own pages on 21 October 2026.

Capability	Kordic CRM	HubSpot	Pipedrive
Visual pipeline	Yes	Yes	Yes
Quotes & invoices	Included	Quotes on a paid hub ^[1]	Via add-ons ^[3]
Payment tracking to "paid"	Included	Mark invoices paid ^[2]	Via integrations ^[4]
Accountant confirms rep-recorded payments	Built in, no setup	Not checked	Not checked
AI on every plan	Yes, credits included	Yes, usage credits ^[5]	Basic; more on higher plans ^[6]
Works inside your AI assistant (MCP)	Yes, Claude	Yes ^[7]	Yes ^[8]
Starting price / user / mo	$4.99	$7+ ^[9]	$14+ ^[10]

Checked on 21 October 2026. Competitor prices are entry-level paid seats billed annually, in USD. Sources: [1] HubSpot quotes, [2] HubSpot invoices, [3] Pipedrive Smart Docs, [4] Pipedrive invoicing, [5] HubSpot Sales pricing, [6] Pipedrive AI, [7] HubSpot MCP server, [8] Pipedrive newsroom (MCP, 30 Jun 2026), [9] HubSpot CRM pricing, [10] Pipedrive pricing. Prices and plans change; check each vendor before deciding.

Quotes, invoices and payment tracking are included in every Kordic CRM plan, from $4.99 per user.

FAQ

Frequently asked questions

Everything you need to know before you sign up.

What does "launch price locked" mean?

Sign up during the launch period and your price stays the same for as long as your subscription stays active. Prices may rise for new customers later; yours does not.

How does user pricing work?

Starter is $4.99 per user/month choose exactly how many users you need and pay only for those. Growth ($39.99/month) includes 10 users and Business ($99.99/month) includes 25 users. All plans let you add extra users at $4.99/user/month anytime.

How does the 3-month free trial work?

Sign up and get full access to your chosen plan for 3 months, no credit card required. At the end of the trial you can choose to subscribe or your workspace pauses automatically no surprise charges.

Can I upgrade or downgrade my plan later?

Yes. You can upgrade at any time and the new rate takes effect immediately (prorated). Downgrades take effect at the next billing cycle. Launch price protection applies to your original plan tier upgrading means you move to the current price for the new tier.

How does Gmail and Outlook integration work?

Connect your Google or Microsoft account with one click (OAuth we never store your password). Once connected, you can send emails directly from a lead profile, and all sent emails are automatically logged as notes on that lead's timeline. Full conversation history in one place.

How does WhatsApp Business integration work?

Kordic integrates with the WhatsApp Business API via Meta. You need a verified WhatsApp Business number (we guide you through setup). Once connected, send and receive WhatsApp messages from inside any lead profile, with full conversation history logged automatically. Available on all plans.

Is my data secure?

Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Kordic CRM is Google CASA Tier 2 verified, an independent security assessment of our platform. Access is controlled by row-level security policies agents can only see their own leads unless a manager grants wider access. We never sell your data.

Can I cancel anytime?

Yes no contracts, no cancellation fees. Cancel from your workspace settings and you keep access until the end of your current billing period. Your data is exportable at any time before cancellation.

What is the difference between an Owner, Manager, Agent and Accountant role?

Owner manages billing and workspace settings. Manager can see all leads, change ownership, and access full analytics. Agent works their assigned leads. Accountant can confirm or reject payments recorded by agents, creating a financial audit trail.

From WhatsApp chat to paid invoice, in one CRM.