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Now with AI pre-call briefings
The CRM built
for serious
sales teams

Pipeline management, payment tracking, Gmail & Outlook integration, WhatsApp Business and AI-powered insights — all in one platform built for teams that close deals.

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Integrations & Verified Partnerships

Everything your team needs

Built for sales teams in the real world — not enterprise teams with 6-month onboarding plans.

Visual pipeline board

Drag and drop leads between stages. See your entire pipeline at a glance. Custom stages with colours and win/loss tracking.

Payment tracking

Record payments, track outstanding balances with VAT, and manage accountant confirmations — all in one place.

Stale lead alerts

Automatically flag leads with no activity in 7+ days. Never let a deal go cold without knowing about it.

AI pre-call briefings

Get a full situation summary, suggested talking points and risk flags before every sales call — powered by Claude AI.

Gmail integration

Connect your Gmail. Send emails, see full history per lead, and every conversation is automatically logged as a note.

Outlook integration

Connect your Microsoft Outlook. Send emails, see full history per lead, and every conversation is automatically logged as a note.

Analytics dashboard

Pipeline funnel, win rates, agent performance rankings, revenue trends — updated in real time with one click.

Team management

Invite agents, managers and accountants. Role-based access control ensures everyone sees only what they need to.

Document management

Upload contracts, proposals and invoices per lead. Save Google Drive links. Download anytime with secure presigned URLs.

Accounts & Contacts

Manage companies as Accounts with multiple Contacts each. Select an account when adding a deal and contacts auto-fill instantly.

WhatsApp Business integration

Send and receive WhatsApp messages directly from lead profiles. Full conversation history in one place. Available on Growth and Business plans.

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Unique AI Features
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Features no competitor has

At any price point. These are the features that make Kordic uniquely suited for sales teams that handle real money.

Accountant confirmation workflow

Agents record payments. Accountants confirm them. Managers can reverse. A proper financial audit trail built into your CRM — not available in HubSpot, Pipedrive, or Salesforce at any tier.

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.

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. No competitor does this at our price point.

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.

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Frequently Asked Questions

When you sign up during our launch period, the price you pay today is the price you pay forever — even when we raise prices for new customers. Your rate never increases as long as your subscription remains active. This is our commitment to early adopters.

No per-seat pricing. Each plan has a maximum number of agents (Starter: 3, Growth: 10, Business: 25), but within that limit you pay one flat monthly fee — no matter how many leads, contacts, or deals you have.

Sign up and get full access to your chosen plan for 14 days, no credit card required. At the end of the trial you can choose to subscribe or your workspace pauses automatically — no surprise charges.

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.

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.

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 Growth and Business plans.

Ready to close more deals?

Join sales teams using Kordic CRM to manage their pipeline, track payments and stay on top of every lead.

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Get in touch with us today!

We’d love to hear from you and discuss how we can help your business grow. Feel free to reach out for any inquiries, ideas, or collaborations. We are here to support you in your brand journey!

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