Documentation
Everything you need to get the most out of Kordic CRM — from working your pipeline to connecting your favourite tools.
Getting Started
Using the app
Kordic brings your entire sales workflow into one place. Here's a tour of the core areas you'll use every day.
Pipeline & stages
Drag and drop leads across custom stages on the Kanban board. Each card shows deal value, owner, and a stale-lead day counter so nothing goes cold.
Leads
Open any lead to see contact details, notes, emails, documents, payments and integration tabs — the full history of the deal in one timeline.
Accounts & Contacts
Manage companies as Accounts, each with multiple Contacts. Pick an account when adding a deal and its contacts auto-fill instantly.
Payments
Record payments with VAT, track outstanding balances, and route them through the accountant confirmation workflow for a clean audit trail.
Analytics
See your pipeline funnel, win rates, revenue trends and per-user performance rankings — updated in real time.
Team & roles
Invite Owners, Managers, Agents and Accountants. Role-based access controls exactly what each person can see and do.
Documents
Upload contracts, proposals and invoices per lead, or save Google Drive links. Download anytime via secure presigned URLs.
AI pre-call briefings
Before each call, get a 3-part AI summary — situation, talking points, and risk flags — powered by Claude. Available on Growth & Business plans.
Integrations
Connect your tools
Bring meetings, email and messaging into Kordic so every interaction is logged alongside the deal. Below are step-by-step guides for adding, using and removing each integration.
Zoom
Schedule Zoom meetings from a lead and pull meeting transcripts back in as notes — all without leaving the CRM.
Log in to Kordic CRM at app.kordic.io and open any lead from the Pipeline view.
Click the Zoom tab inside the lead, then click Connect Zoom.
You'll be redirected to Zoom's OAuth page. Review the requested permissions and click Allow.
You'll return to Kordic with Zoom showing as Connected.
- If connection fails, click Disconnect then Connect again.
- Make sure you're logged into the correct Zoom account before authorising.
- Ensure your browser allows redirects from kordic.io.
Schedule a meeting
Zoom connectedLead open- Open a lead → click the Zoom tab → + Schedule Meeting.
- Fill in the topic, date, time and duration, then click Create.
- The join link and details appear in the lead's Zoom tab.
Fetch a meeting transcript
Paid Zoom accountCloud recording enabledMeeting completed- Open the lead → Zoom tab → find the completed meeting → click Transcript.
- The transcript is saved as a note on the lead record.
Open any lead → click the Zoom tab → click Disconnect.
You can also revoke access from Zoom under App Marketplace → Manage → Installed Apps.
- All stored OAuth tokens (access & refresh) are permanently deleted from our database immediately.
- Kordic can no longer access your Zoom account.
- Previously saved meeting records and transcripts remain in lead notes as historical data — remove them manually if you wish.
Gmail
Send emails and view full conversation history per lead. Every message is logged automatically on the lead's timeline.
Log in to Kordic and open any lead, then click the Emails tab.
Click Connect Gmail, sign in with your Google account and click Allow.
Your Gmail is connected — email history now appears in lead records.
View email history
Gmail connected- See all emails exchanged with a lead's contact directly inside the lead record — no switching to Gmail.
Send emails
Gmail connected- Send emails to leads from Kordic. Sent emails are automatically linked to the lead record.
Open a lead → Emails tab → click Disconnect Gmail.
- OAuth tokens are permanently deleted immediately upon disconnection.
- Kordic will no longer access your Gmail account.
Outlook
Connect Microsoft Outlook to send emails and keep full conversation history attached to each lead.
Log in to Kordic and open any lead, then click the Emails tab.
Click Connect Outlook, sign in with your Microsoft account and click Accept.
Outlook is connected — email history now appears in lead records.
View email history
Outlook connected- See all emails exchanged with a lead's contact inside the lead record — no switching to Outlook.
Send emails
Outlook connected- Send emails to leads from Kordic. Sent emails are automatically linked to the lead record.
Open a lead → Emails tab → click Disconnect Outlook.
- OAuth tokens are permanently deleted immediately upon disconnection.
- Kordic will no longer access your Outlook account.
Mailchimp
Sync leads to a Mailchimp audience, run campaigns, and see subscriber status and email activity right on the lead.
As an Owner or Manager, open Workspace settings in Kordic.
Find the Mailchimp section and click Connect Mailchimp, then authorise on Mailchimp's OAuth page.
Back in Kordic, choose the audience (list) you want leads synced to.
Mailchimp shows as Connected and a Mailchimp tab appears on every lead.
Sync a lead & track activity
Mailchimp connectedAudience selectedLead has an email- Open a lead → Mailchimp tab → click Sync to Mailchimp to add the contact to your audience.
- The tab shows subscriber status (subscribed, unsubscribed, cleaned, pending) and the selected audience.
- Email activity and real-time events (opens, campaigns sent, unsubscribes) appear as they happen via webhooks.
- Managers can click Unsubscribe to remove a contact from the audience.
Open Workspace settings → Mailchimp and click Disconnect.
- OAuth tokens are permanently deleted from our database immediately.
- Kordic will no longer access your Mailchimp account or sync new leads.
- Contacts already in your Mailchimp audience remain there — manage them from Mailchimp directly.
WhatsApp Business
Growth & Business plansSend and receive WhatsApp messages directly from any lead profile via the WhatsApp Business API. Incoming messages are matched to leads by phone number, and your whole team works from one place — no one needs the WhatsApp Business app.
Create a Meta Business Account — at business.facebook.com, sign in with Facebook, click Create Account and verify your email. Already have one? Skip ahead.
Prepare your number — Kordic's wizard creates your WhatsApp Business Account (WABA) automatically. Just ensure your Meta Business Account is active and you can receive a verification SMS or call.
Connect inside Kordic — open any lead → WhatsApp tab → Connect WhatsApp Business. A Meta pop-up opens; log in with the Facebook account linked to your Meta Business Account.
Scan the QR code — on your phone open WhatsApp Business → ⋮ → Linked devices → Link a device → scan the on-screen code.
You're live — Kordic activates the connection automatically. All agents and managers can now message from any lead's WhatsApp tab.
- "Facebook SDK not loaded" — wait 5–10 seconds and retry; check your browser isn't blocking Facebook scripts.
- Verification code not arriving — make sure the number isn't already active on WhatsApp; try the voice-call option.
- Shows disconnected after setup — refresh the page; if it persists, disconnect and reconnect.
- Pop-up blocked — allow pop-ups for Kordic, then try again.
- Open a lead → WhatsApp tab to send and receive messages.
- Full conversation history is kept per lead, in one place.
- Incoming messages are automatically matched to leads by phone number.
Open a lead → WhatsApp tab → click Disconnect (Owner/Manager only).
- Stored access tokens are permanently deleted from our database immediately.
- Kordic will no longer send or receive WhatsApp messages on your behalf.
- Previously logged conversations remain on the lead as historical data.
Still need help?
Our team responds within one business day — critical issues within four business hours.
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