Getting Started
Set up your workspace and get up and running fast.
What is Kanvo?
An overview of Kanvo CRM.
3 min readSetting Up Your Workspace
Configure your workspace name, logo, accent color, locations, and team members.
4 min readPipelines & Stages
How to use Kanvo Kanban pipelines to manage leads, estimates, and jobs.
5 min readPublic Booking Forms
Create a shareable booking form that routes requests into your Leads pipeline.
5 min readTasks & Activity Log
Use tasks to track follow-ups. The activity log keeps a full audit trail.
4 min readIntegrations
Connect SMS, email, payments, e-sign, and more.
SMS in Kanvo: An Overview
Understand your SMS options — Kanvo Native, Twilio, and RingCentral.
4 min readKanvo Native SMS Setup
Get a business phone number provisioned directly inside Kanvo.
3 min readConnect Your Own Twilio Account
Bring an existing Twilio number into Kanvo.
6 min readConnect RingCentral to Kanvo
Link your RingCentral account so SMS appears in Kanvo Inbox.
7 min readStripe in Kanvo: An Overview
The two distinct ways Stripe is used in Kanvo.
3 min readCollecting Client Payments with Stripe
Connect Stripe so clients can pay invoices by card.
5 min readE-Signatures with BoldSign
Send contracts for e-signature using BoldSign.
5 min readConnect AnswerFirst to Kanvo
Route live-answered calls into Kanvo as leads automatically.
6 min readScheduling
Booking forms, availability, and estimator routing.
Clients & Portals
Client portal, records, estimates, and communication.
Billing & Payments
Invoices, Stripe, payment collection, and subscriptions.
Troubleshooting
Common issues and how to fix them.
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