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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.
Read guide →
Invite team members and set permissions
Control who can read, edit, or administer each module.
Read guide →
Company verification
Submit documents to earn a verified badge on your public profile.
Read guide →
Plan limits and upgrades
What counts toward caps and how to upgrade when you grow.
Read guide →
Public API keys
Create scoped keys for CRM, sales, directory, and other modules.
Read guide →
Company email delivery
Send marketing and transactional mail from your own domain.
Read guide →
Modules
How each product area works and where to click next.
Company Directory module
Public profile, showcases, lead capture, and SEO.
Read guide →
CRM module
Contacts, deals, inquiries, and email sequences.
Read guide →
Sales & Invoicing module
Quotes, invoices, Stripe payments, and client directory.
Read guide →
Accounting module
Chart of accounts, journals, vendor bills, and reports.
Read guide →
Jobs module
Post roles, manage applicants, and recruit from your profile.
Read guide →
Projects module
Boards, tasks, time tracking, and delivery linked to deals.
Read guide →
Marketing module
Lists, segments, campaigns, and automations.
Read guide →
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.
Read guide →
RFQ & Marketplace module
Request quotes, compare supplier offers, and award work.
Read guide →
Appointments module
Bookable services, availability, and a public booking page.
Read guide →
Inventory module
SKU tracking, stock movements, and low-stock alerts.
Read guide →
HR module
Employee records, departments, leave requests, and document tracking.
Read guide →
Connect Gmail or Outlook to CRM
Sync inbound email into your unified CRM inbox.
Read guide →
Directory lead widget
Embed callback and brochure forms on your website.
Read guide →
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