Knowledge Base
Find answers, guides, and tutorials for Kamili CRM.
Getting Started
How to Create Your Kamili CRM Account
Learn how to create your Kamili CRM account and get started in minutes.
How to Import Contacts from CSV or Excel
Import your existing contacts into Kamili CRM from CSV or Excel files.
How to Set Up Your Sales Pipeline
Create and customize your sales pipeline to track deals through every stage.
How to Invite Team Members
Invite your team to collaborate in Kamili CRM with role-based permissions.
Core Features
Managing Contacts and Companies
Learn how to create, edit, and organize contacts and companies in your CRM.
Using the Deal Kanban Board
Track and manage your deals visually with the drag-and-drop Kanban board.
Email Integration and Tracking
Send emails from CRM and track opens, clicks, and replies automatically.
Creating Automation Workflows
Automate repetitive tasks with trigger-based workflows in Kamili CRM.
AI-Powered CRM Features
Leverage AI for lead scoring, deal forecasting, and smart sales suggestions.
Reports and Analytics
Track sales performance with pre-built and custom reports in Kamili CRM.
Creating and Using Email Templates
Save time with reusable email templates and personalization variables.
Understanding Deal Forecasting
Use AI-powered forecasting to predict revenue and close dates for your deals.
Exporting Reports and Data
Export your CRM data and reports in multiple formats for analysis.
Integrations
Billing & Subscriptions
Troubleshooting
Account & Security
How to Reset Your Password
Reset your Kamili account password if you've forgotten it.
How to Enable Two-Factor Authentication (2FA)
Add an extra layer of security to your Kamili account with 2FA.
How to Export Your Data
Export all your CRM data in CSV, Excel, or JSON format at any time.
Managing User Roles and Permissions
Control what team members can see and do with role-based access control.