What's new in KudosCRM.

A new section for outbound: email and SMS sequences with A/B variants, sending windows in each contact's own timezone, holiday calendars, and a Results view by sequence, channel, and rep.

A weekly pipeline brief, meeting notes that become tasks, drafts in your brand voice, and AI-suggested openers that a person approves before anything sends.

Every conversation gets an owner and join rules, and every visitor a numbered identity — so nothing is answered twice, and nothing is dropped.

Warmth and last-touch on deals and contacts, so the relationships going quiet surface before they slip.

A redesigned five-screen onboarding that sets up your workspace, starter pipeline, and how to reach you in one pass — and routing rules that deliver new leads straight into a chosen pipeline stage.

The chat widget answers from your help content, knows when to hand a conversation to the team, and can be switched on or off — visitors can opt out too.

14-day trials, in-place plan changes, receipts, refund requests, and clean handling of failed payments.

Conversation transcripts, typing and presence, replies by email from any channel, and macros for the answers you give every day.

One rule engine routes every form, chat, and webhook lead to the right owner the moment it arrives.

A dedicated security pass across the product: authenticated file downloads, stricter record visibility, rate limits, and upload guards.

Close reasons on every won or lost deal, and an activity view that shows what each rep actually did, not just what changed.

A dedupe matcher on every write path — imports, forms, integrations — plus merge tooling for when two records turn out to be one.

Shape the CRM to your process with custom fields and objects across contacts, deals, leads, and more.

KudosCRM moved to its production home at app.kudoscrm.com, with a hardened deploy pipeline behind it.

Booking pages with Zoom and Microsoft Teams links, per-event confirmation controls, and hardened availability.

Build a quote from your product catalog, send it, and convert a won quote into an order — all on the deal.

Capture leads with embeddable and inbound forms that map straight onto your pipeline, with source attribution.

The workflow engine rewritten for reliability and real-time triggers — the foundation today's automation builder sits on.

A faster, more premium workspace and the new KudosCRM identity across the product.

Connect your inbox and chat over secure OAuth, with email and notifications flowing onto the right records.

Turn a won deal into a delivery project with tasks, members, files, and comments — in the same workspace.