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
How to reset test data ?
Our platform’s 14-day free trial offers flexible options to manage test data during free trial,...
9 Crowdfunding Platforms That Can Help Your Business
Crowdfunding platforms were mentioned in our recent post about tips for testing your business...
10 Quotes on Success and Achievement for Entrepreneurs
A touch of philosophy in our business world doesn't hurt. Sometimes, we need to take a step back...
10 Inspirational Quotes for Entrepreneurs
Whether you're an entrepreneur, business manager, director, artist, creator, or working in any...
Invoice Reminder Template for Late Payment, Advice, and Best Practices
You've generated an invoice using Kiwili's invoicing tool, but it remains unanswered? It's always...
Kiwili connects with thousands of tools thanks to Zapier!
Excited for Kiwili/Zapier integration for SMEs? Connect Kiwili to 8,000+ apps like Google...
How to optimize the workload of your online team?
It is sometimes difficult to keep track of the number of projects, milestones, tasks, employees...
How to use the Agile Scrum method and manage Sprints?
Ready to create sprints in Kiwili for SMEs? This step-by-step tutorial shows how to use Kiwili’s...
How to manage accounts receivable in the accounting software?
How to manage accounts receivable in the accounting software? The financial health of a...
2022 Updates of the Kiwili management and accounting software
April updates of Kiwili business management software Adding the visual of the available credit in...
Transfer of your data to the Kiwili management software
You have just registered to the Kiwili management software, now comes the data transfer step. You...
The Kiwili online purchase module: how to configure it?
The Kiwili Purchase Module: Streamline Your Inventory Management The Kiwili purchase module allows...
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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