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What is Kanvo?
An overview of Kanvo CRM.
🕐 3 min read•Getting Started
Kanvo is a fully customizable CRM and field service management platform built for trades and service businesses.
Core modules
| Module | What it handles |
|---|---|
| Pipelines | Leads, estimates, and jobs as draggable Kanban stages |
| Scheduling | Booking forms, estimator availability, and route planning |
| Inbox | Two-way SMS, email threads, and support tickets |
| Client Portal | Self-service portal for approvals, documents, and messaging |
| Invoicing | Job invoices, recurring billing, and payment links |
| Contracts | E-signature with BoldSign, template substitution |
| Automations | Trigger-action flows across pipelines and records |
| AnswerFirst | Live answering service integration |
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Start with the Getting Started checklist in your dashboard to get your first pipeline live in under an hour.
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