Manage contacts, track deals through a visual pipeline, log activities, and use message templates — all built into the Kantivo Platform.
Kantivo Platform includes a built-in CRM that every organization, partner, and salesperson can use. There's no separate tool to buy, no data to migrate, and no extra login required. Your CRM lives inside the same platform you already use to manage subscriptions, commissions, and partner networks.
The CRM is available in both the Admin Portal (for org admins) and the Partner Portal (for partners and sales reps), with visibility controls that determine who sees what.
In the Admin Portal or Partner Portal, click CRM in the sidebar. You'll see tabs for Contacts, Deals, and Templates.
Create, organize, and search your contact database.
Contacts are the people and companies you're working with. Each contact has a full profile including name, email, phone, company, job title, tags, and notes. You can classify contacts as leads, prospects, or customers to track where they are in your sales process.
Search and filter contacts by name, company, tags, or type. If you have a large number of contacts, use tags to organize them into meaningful groups.
CSV import/export is available on higher subscription tiers. Prepare a CSV with columns for first name, last name, email, phone, company, and tags (comma-separated). Upload via the Import button on the Contacts tab.
Track deals through customizable stages from lead to close.
The deal pipeline gives you a visual, Kanban-style view of where every deal stands. Each deal links to a contact and includes a dollar value, probability percentage, expected close date, and notes.
Deals move through stages that you can customize — for example: Lead, Qualified, Proposal, Negotiation, Won, Lost. Each stage has its own color for quick visual scanning. You can drag and drop deals between stages or update them manually.
Organization admins can create, rename, reorder, and color-code pipeline stages. All users in the organization share the same stage definitions, so everyone is on the same page.
Record every interaction so nothing falls through the cracks.
Activities are the record of every interaction with a contact or deal. You can log calls, emails, meetings, and notes with a subject line, description, and timestamp. Activities appear in a chronological timeline on the contact or deal profile.
Beyond manual logging, the system also creates automatic audit trail entries when a contact or deal is created, updated, or moved between pipeline stages.
Create reusable messages with variable substitution.
Message templates let you create reusable email, SMS, or note content that you can personalize with variables. Instead of retyping the same outreach message for every contact, create a template once and use it over and over.
Templates support variable substitution — insert placeholders like {{first_name}}, {{company}}, or {{deal_name}} that get replaced with real data when you use the template.
When creating a template, choose Private to keep it for yourself, or Shared to make it available to your team. Organization admins can see and manage all templates across the organization.
Control who sees what across your organization.
Every contact and deal has a visibility level that controls who can access it. This ensures sales reps only see their own leads, while org admins have a complete view of everything.
| Visibility Level | Who Can See It | Best For |
|---|---|---|
| Individual | Only the creator + org admins | Personal leads not yet qualified |
| Partner Team | Creator's partner + their sales reps + org admins | Team collaboration on shared deals |
| Organization | Everyone in the organization | Committed deals the whole team should know about |
Start contacts as Individual (private), then "commit up" to Partner Team or Organization visibility when you're ready to share. This gives sales reps privacy to work leads before exposing them to the broader team.
Each user role has different default CRM permissions:
| Action | Org Admin | Partner | Salesperson |
|---|---|---|---|
| View all org contacts | ✓ | ✗ | ✗ |
| Create contacts | ✓ | ✓ | ✓ |
| Edit own contacts | ✓ | ✓ | ✓ |
| Delete contacts | ✓ | ✓ (own) | ✗ |
| Import/export CSV | ✓ | ✓ (tier-gated) | ✗ |
| Manage pipeline stages | ✓ | ✗ | ✗ |
| Create deals | ✓ | ✓ | ✓ |
| Manage templates | ✓ (all) | ✓ (own + shared) | ✓ (own only) |
The CRM is ready to use as soon as you log in. Here's a quick workflow to get started: