Description:Kosmoz is an all-in-one business workspace for CRM, project management, and workflow automation. Organize contacts, deals, tasks, and documents in one place, move from lead to invoice faster, and keep teams aligned with real-time dashboards. AI suggestions, smart reminders, and templates reduce manual work and help you focus on growth.
Core features
- Visual CRM pipeline to track leads, deals, and follow-ups across stages
- Project and task management with assignments, timelines, and file sharing
- Automation and analytics with AI summaries, custom reports, and performance dashboards
Ideal for sales teams, agencies, and growing businesses that need cloud-based, secure, and efficient operations. Keywords include CRM software, sales pipeline, project management, workflow automation, team collaboration, and business analytics.
How to use:1. Download Kosmoz, sign up with your work email, and create a workspace or join your team.
2. Set up the basics by importing contacts, creating a sales pipeline and your first project, and connecting your calendar and email.
3. Manage sales by adding deals, moving them across stages, logging calls and notes, and setting smart reminders for follow-ups.
4. Run projects by creating tasks, assigning owners and due dates, attaching files, and tracking progress on the board or timeline.
5. Automate and analyze by enabling AI suggestions, creating simple rules for notifications and assignments, and reviewing dashboards to export reports or invoices.