Help Center
Everything you need to know about managing leads and growing your business with Kima CRM
Quick Start
Get started in 3 steps
Team Guide
Collaborate with your team
Pipeline Management
Manage your sales pipeline
Lead Scoring
Prioritize your leads
What is Kima CRM?
Kima CRM is a modern customer relationship management system designed specifically for businesses operating in both traditional (Web2) and blockchain (Web3) markets. Built for speed and clarity, it helps you manage global business leads with a focus on currency flow and successful onboarding.
Quick Start (3 Steps)
Add a Lead
Go to Leads → Add Lead. Enter the company info.
Move to Pipeline
Drag the lead into "Contacted" or "Demo Scheduled".
Onboard
Once the deal is closed, change status to "Onboarded".
Daily Workflow
🌅 Morning
Check "Due Today" follow-ups and prioritize your day.
☀️ Midday
Update status of demos performed and add notes.
🌙 Evening
Review pipeline and add notes for tomorrow's priorities.
Pipeline Stages Explained
Understanding the sales journey
Freshly added to the system, awaiting initial contact.
Initial outreach completed, conversation started.
Product demonstration scheduled or completed.
Discussing terms, pricing, and contract details.
Deal closed! Customer successfully onboarded.
Deal didn't close. Document reasons for learning.
Lead Segments
Web2 vs Web3 classification
Web2Traditional Businesses
Exporters
International trade companies
Freelancers
Independent contractors and consultants
Agencies
Service-based businesses
Web3Crypto-Native Entities
Wallets
Cryptocurrency wallet providers
dApps
Decentralized applications
Payments Infrastructure
Blockchain payment solutions
Lead Scoring Rules
How we prioritize outreach
Frequently Asked Questions
Need More Help?
Video Tutorials
Watch step-by-step guides
Live Chat
Chat with our support team
Documentation
Detailed technical docs