CRM Tutorials – Contact Management
Discover all the articles to help you manage your clients, prospects and suppliers of Kiwili.
Getting Started
Accounting
Invoice Estimate
Purchase Order
Time Manage
Project Task
Managing Your Clients and Providers With Kiwili’s CRM
Once you have created your Kiwili account, you need to configure your database of clients,...
Manage Your Client Relationship with Kiwili
Manage your client relationship from A to Z with Kiwili's Client Centre. The Client Centre is an...
Add a New Contact on Mobile with Kiwili
Whether you’re on the train on the way to the office or have both feet in the sand somewhere...
Kiwili Update: New CRM Features
At Kiwili, we are listening. In recent months, we have received great suggestions from you to...
Latest tutorials
How to reset test data ?
Our platform’s 14-day free trial offers flexible options to manage test data during free trial, giving you the freedom to reset your data or decide its fate when transitioning to a paid subscription. Follow the steps below to make the most of this feature. Why reset...
Kiwili connects with thousands of tools thanks to Zapier!
Excited for Kiwili/Zapier integration for SMEs? Connect Kiwili to 8,000+ apps like Google Contacts, Shopify, and more to automate client creation, invoice generation, and payments—saving time on repetitive tasks. Follow our step-by-step guide to set up your workflows....
How to optimize the workload of your online team?
It is sometimes difficult to keep track of the number of projects, milestones, tasks, employees assigned to different projects and their weekly work time. Thanks to Kiwili's "Workload Management" feature, you will be able to optimize the planning of the use of human...
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