K
KIO CRM
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Welcome back
Sign in to your business workspace. Your information is secure and never shared.
Forgot password?
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No account yet? Ask your workspace owner for an invite.
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Notifications
You’re all caught up.
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You’re inside {{ bizName }} as CRM owner. Changes apply to this business only.
Performance overview
All time
Total revenue
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Pipeline value
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Conversion rate
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Sales velocity
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This month {{ dash.thisM }}
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Team today
{{ dash.onlineN }} of {{ dash.teamN }} online · {{ dash.unclaimed }} leads unclaimed
Revenue · last 12 months
Monthly
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CollectedPipeline created
Top lead sources
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Traffic mix
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Recent payments
Action required
{{ dash.pending }} dossiers
waiting for review
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Approve, reject or send to test.
Live activity
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Hot queue
{{ dash.hot }} interested
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Leads
Handled today · {{ handledToday }}
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LeadPhoneStatusTagsSourceOwnerAdded
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New activity Swapped · unseen
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No leads match this view
Found in other sections:
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Dossiers
Review documents, approve into Payments, or return to the advisor.
Nothing here right now.
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No documents attached.
Approved · waiting in Payments
Payments
Awaiting payment
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Collected this month
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Total collected · {{ payWon }} paid
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Nothing here yet.
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Test required
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Inbox
Every conversation from WhatsApp, Messenger, Instagram, TikTok and your website, in one place.
Conversations
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Awaiting reply
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Handled by AI
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No conversations here.
Select a conversation
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{{ c.agentName }} is handling this conversation live. You can jump in at any time.
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A teammate is handling this conversation. {{ c.agentName }} is paused here.
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{{ c.name }} is typing…
{{ c.agentName }} is typing…
Free text is blocked outside the 24h window.
Team
MemberRoleClaimedHandled 30dWonStatus
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{{ m.name }}AI
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{{ m.claimed }}{{ m.handled }}{{ m.won }} {{ m.state }}
Each role gets view and manage per section. Priority decides who can take over whose leads: higher priority can take from lower. Members can hold one role; owners always have full access.
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Priority
SectionViewManage
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Analytics
What you spent on each platform, and what it brought back.
No ad accounts are connected for this business yet. Your CRM admin connects them — organic leads are still shown below.
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Spend vs leads
Ad spendLeads
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Paid funnel
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Campaigns
No campaigns for this selection.
CampaignStatusSpendImpr.ClicksCTRLeadsCPLRevenueROAS
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 {{ r.status }} {{ r.spend }}{{ r.imp }}{{ r.clicks }}{{ r.ctr }}{{ r.leads }}{{ r.cpl }}{{ r.revenue }}{{ r.roas }}
AI Agents
Build as many agents as you need, each with its own persona, knowledge, model and API key. Live agents answer on your channels and send leads to Leads.
Live agents
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Conversations handled
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Leads created
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Total AI spend (your keys)
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Last 30 days
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All time
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AI cost per lead
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Images generated
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Daily spend · last 30 days
By provider
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AgentProviderModelAPI keyUsageSpent
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{{ r.provider }}{{ r.model }} {{ r.key }} {{ r.usage }}{{ r.costS }}
Costs are estimated from token counts × list prices and billed directly by each provider to your own key. Prices are indicative — check each provider’s pricing page.
No AI agent yet
Create one, feed it your website and documents, plug in your own model key, and let it answer.
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{{ a.state }}{{ a.convos }} chats · {{ a.leads }} leads · {{ a.spent }}
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Conversations
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Leads sent
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Capture rate
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Tokens
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Spent
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Knowledge strength{{ ag.knLabel }} · {{ ag.kn }}%
The more you give, the better it answers. Add your website, any documents, FAQs and notes.
Websites
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Files — any format, as many as you want
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FAQs
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Notes & pasted text
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An API key is required before the agent can go live.
Input · per 1M tokens
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Output · per 1M tokens
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Per conversation
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Expected conversations / month · {{ ag.volume }}
{{ ag.monthly }} / month
{{ ag.mNote }}. Assumes ~2,500 input and ~450 output tokens per conversation. Indicative USD list prices.
Where it talks
Triggers — when it reaches out first
Website form submitted
Contact the person right after they fill a form
New Meta / TikTok lead ad
Message instant-form leads on WhatsApp immediately
Re-engage silent leads
Follow up when a lead hasn’t replied
Rules
Chat with your agent before going live. It uses its persona and everything in Knowledge.
Say hello as if you were a customer.
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Community
{{ mgName }}, your AI community manager, studies every post and campaign, then suggests what to publish next and when.
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{{ mgName }} is studying your business…
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No social accounts are connected for this business yet. Your CRM admin connects them in Connections.
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What {{ mgName }} found
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Best time to post
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Darker = higher engagement rate. Hover a cell for details.
Formats that work
{{ f.label }} · {{ f.n }} posts{{ f.reach }} reach · {{ f.er }}
Audience
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Followers · growth over 30 days
Top posts
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Images by {{ imgModelName }}
No ideas here — run a full study to get fresh ones.
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AI preview
Generating image…
Image prompt
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Viral score {{ i.score }}
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Objective · {{ i.objective }}{{ i.budget }}
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{{ i.bestTime }} In calendar
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MonTueWedThuFriSatSun
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Coming up
Nothing planned. Use Auto-plan or add ideas.
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Publishing log
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Community manager
Image generator
Every image prompt includes your brand colors, visual style and logo from Branding.
Publishing with n8n
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When a post is scheduled, the CRM calls your webhook with the post below. In n8n: Webhook → Wait until scheduled_at → Instagram / Facebook / TikTok node → HTTP Request back to the CRM to mark it published.
{
  "event": "publish_post",
  "platform": "instagram",
  "format": "Reel",
  "scheduled_at": "2026-10-02T19:00:00Z",
  "title": "A day in the life at …",
  "caption": "…",
  "hashtags": ["#…"],
  "audio": "Artist — Title",
  "image_url": "https://…/generated.png"
}
Community manager spend
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Text · {{ mg.tokens }} tokens{{ mg.textCost }}
Images · {{ mg.images }}{{ mg.imgCost }}
Estimated ≈ {{ mg.month }} / month at {{ mg.perWeek }} posts a week with {{ mg.mName }}.
Managed accounts
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None connected yet.
Accounts are connected by your CRM admin.
Branding
Upload your logo and the whole CRM takes your colors. The AI agents and community manager also use this brand kit.
Logo
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We read the colors in your logo and apply them automatically. Fine-tune below.
Colors found in your logo — use as primary (P) or accent (A)
Colors
Presets
Brand kit for AI
Live preview
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Revenue
124,500
Primary button
Accent button
Connections · {{ bizName }}
Only you, the CRM owner, can see and change these. The {{ bizName }} team only sees the data they bring in. {{ connOn }} of 7 connected.
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Last sync {{ c.sync }}
Settings
Owner · {{ bz.owner }}Created · {{ bz.created }}{{ bz.leads }} leads · {{ bz.members }} members
Lead statuses
System statuses drive Dossiers and Payments — rename them, but they can’t be deleted.
{{ s.count }} leads System
Tags
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Claim color — shown on every lead you own. Faded colors are taken.
Gmail
Send and receive email with leads directly from the Inbox.
Connected as {{ gm.addr }}
Businesses
Every business gets its own private workspace, team, roles and data. Only you see this page.
Businesses
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Active
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User accounts
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Leads across all
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{{ x.industry }} · since {{ x.created }}
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Leads
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Team
{{ x.members }}
Conv.
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Owner · {{ x.owner }}{{ x.revenue }}
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{{ d.plat }} · {{ d.source }} · in {{ d.where }} New activity — add a note to clear
WhatsApp
Notes
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{{ n.who }} · {{ n.ago }}
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Activity log
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Owner
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Owned by someone with equal or higher priority. You can still edit status and details.
Tags
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Amount
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Added {{ d.created }}Updated {{ d.updated }}
Reminder
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Documents
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Add a lead
Already in the CRM: {{ dup.name }} · {{ dup.status }} · {{ dup.owner }}
Approve dossier · {{ f.name }}
Mark as paid · {{ f.name }}
Add a team member
Create a business
A private workspace with its own owner account. They sign in and manage their own team.
Owner account
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