Search by topic or browse categories below. Signed-in users can also open Help from the dashboard for module shortcuts.
Getting started
Accounts, onboarding, and your first week on Kontaktis.
Workspace & settings
Modules, team permissions, billing, and verification.
Enable modules for your plan
Turn on CRM, sales, projects, and other tools from Settings.
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Invite team members and set permissions
Control who can read, edit, or administer each module.
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Company verification
Submit documents to earn a verified badge on your public profile.
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Plan limits and upgrades
What counts toward caps and how to upgrade when you grow.
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Public API keys
Create scoped keys for CRM, sales, directory, and other modules.
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Company email delivery
Send marketing and transactional mail from your own domain.
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Modules
How each product area works and where to click next.
Company Directory module
Public profile, showcases, lead capture, and SEO.
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CRM module
Contacts, deals, inquiries, and email sequences.
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Sales & Invoicing module
Quotes, invoices, Stripe payments, and client directory.
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Accounting module
Chart of accounts, journals, vendor bills, and reports.
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Jobs module
Post roles, manage applicants, and recruit from your profile.
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Projects module
Boards, tasks, time tracking, and delivery linked to deals.
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Marketing module
Lists, segments, campaigns, and automations.
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Reviews module
Collect ratings, respond publicly, and build trust on your profile.
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Contracts module
Templates, deal-linked agreements, and built-in e-signatures.
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RFQ & Marketplace module
Request quotes, compare supplier offers, and award work.
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Appointments module
Bookable services, availability, and a public booking page.
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Inventory module
SKU tracking, stock movements, and low-stock alerts.
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HR module
Employee records, departments, leave requests, and document tracking.
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Connect Gmail or Outlook to CRM
Sync inbound email into your unified CRM inbox.
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Directory lead widget
Embed callback and brochure forms on your website.
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Job seekers
Applying for roles, tracking applications, and your seeker dashboard.
Troubleshooting
Common errors, limits, and how to get support.
Signed in to your dashboard?
The in-app help center includes module shortcuts and workspace-specific FAQs.
Open dashboard help