Do I have to use all five stages?

No. Most teams start with lead capture and the sales pipeline, then switch on projects, invoicing or support when they need them. Some modules, such as ticketing and the knowledge base, sit on the Professional plan.

How is this different from a CRM plus separate tools?

The record never splits. With separate tools, the quote, project, invoice and ticket each live in their own system and have to be copied across. In KudosCRM they are all attached to the same customer, so every team sees the full history.

Can I move from my current CRM?

Yes. Import contacts, companies and deals from a CSV or your current CRM's export with the columns mapped in the app, or book a free setup call and we will do the import with you.

How much does KudosCRM cost?

KudosCRM is free for up to 3 users. Paid plans are $9 for Basic, $24 for Professional and $49 for Enterprise per user each month billed annually, or $12, $29 and $59 billed monthly. Every paid plan starts with a 14-day trial and no credit card.

Which tools does KudosCRM integrate with?

KudosCRM connects with Gmail, Outlook, Google Calendar, Slack, Zoom and Chatra, and workflows can call signed webhooks for anything else you run. Emails and meetings attach to the right record automatically once your inbox and calendar are connected.

The KudosCRM Platform, from First Lead to Renewal

KudosCRM is an all-in-one CRM that keeps capture, sales, delivery, billing and support on one customer record. A lead from a form becomes a deal, an accepted quote becomes an order and a project, and the order becomes an invoice, without anyone re-typing details into another tool.

Capture, qualify and route every lead onto one record

Work deals on your own pipeline and close with a quote the customer accepts online

Turn the accepted quote into a project with the scope already inside

Raise the invoice from the order and answer tickets with full history

Report, automate and draft with AI across every stage

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A KudosCRM contact record: engagement score, the full timeline of tasks, deals, meetings and emails, quick actions, linked meetings and the delivery project, all on one screen

Stages14 platform areas

Stage 1

Attract & Capture

Get every lead in, scored, and owned — before a competitor calls them back.

Stage 1 of 5

Capture

Forms, booking links and imports land in one list with the source attached.

Qualify

Score and grade every lead, then route each one to the right rep by territory.

Stage 2

Sell & Close

Work the deal on one record and close it online — no Word docs, no re-keying.

Stage 2 of 5

Sales

Move deals through your own pipeline stages with a forecast built from real activity.

Proposals

Send a priced quote from the deal and let the customer accept it online.

Stage 3

Deliver

Turn the win into delivered work, on the same platform that sold it.

Stage 3 of 5

Projects

Won orders open a project with the accepted scope already inside.

Tasks

Follow-ups, checklists and a daily plan so nothing slips.

Team

Assign work across projects and control who sees what with roles.

Stage 4

Bill & Retain

Invoice from the order without leaving the CRM, and keep customers happy after the sale.

Stage 4 of 5

Billing

Raise invoices from the order and track paid against overdue.

Support

Answer tickets with the whole customer history on screen.

Customer Success

Watch each account's engagement score and run QBR and renewal playbooks.

Stage 5

Optimize & Grow

Measure what happened, automate the busywork, and compound growth.

Stage 5 of 5

Analytics

Dashboards and reports built from real activity across every stage.

Automation

No-code workflows that move work from one stage to the next.

Kudos AI

Drafts and summaries written from the real customer record.

Growth

Sequences, campaigns, referrals and partners that feed the pipeline.

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.

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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.