Guides, setup walkthroughs, and answers to common questions.
Set up your workspace and get up and running fast.
An overview of Kanvo CRM.
3 min readConfigure your workspace name, logo, accent color, locations, and team members.
4 min readHow to use Kanvo Kanban pipelines to manage leads, estimates, and jobs.
5 min readCreate a shareable booking form that routes requests into your Leads pipeline.
5 min readUse tasks to track follow-ups. The activity log keeps a full audit trail.
4 min readConnect SMS, email, payments, e-sign, and more.
Understand your SMS options — Kanvo Native, Twilio, and RingCentral.
4 min readGet a business phone number provisioned directly inside Kanvo.
3 min readBring an existing Twilio number into Kanvo.
6 min readLink your RingCentral account so SMS appears in Kanvo Inbox.
7 min readThe two distinct ways Stripe is used in Kanvo.
3 min readConnect Stripe so clients can pay invoices by card.
5 min readSend contracts for e-signature using BoldSign.
5 min readRoute live-answered calls into Kanvo as leads automatically.
6 min readBooking forms, availability, and estimator routing.
Client portal, records, estimates, and communication.
Invoices, Stripe, payment collection, and subscriptions.
Common issues and how to fix them.
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