CRM, pipeline tracking, team hierarchy, appointments, follow-ups, commission calculations, and gamification — everything your team needs to close more deals, all in one place.
Whether you're an insurance agency, financial services firm, real estate team, or direct sales organization — KiteKnot was built for how you work.
Track policies, carriers, licensing levels, and agent hierarchies. From recruit to top producer.
Manage client portfolios, track production goals, and visualize team performance across ranks.
Pipeline management, appointment scheduling, and team accountability — all in one view.
Genealogy trees, compensation plans, rank tracking, and gamification to keep your team motivated.
Most sales teams juggle 5+ tools — spreadsheets, CRMs, calendars, messaging apps, and paper notes. Things fall through the cracks.
One platform replaces your CRM, scheduling tool, spreadsheet, and reporting dashboard.
Your entire contact database with role-based views — prospects, recruits, clients, team members. Track every interaction, log every call, and never lose context on a deal.
Interactive org charts, 2D/3D genealogy trees, and performance leaderboards. Know exactly who's performing and who needs support — at a glance.
Schedule appointments, set follow-up reminders, and convert meetings into clients or recruits — all from one place. Automated email and SMS reminders keep your team on track.
Built-in commission calculator with rank-based compensation plans. Gamification layer with achievements, leaderboards, and a reward store to keep your team engaged and performing.
KiteKnot integrates with the platforms you already use.
Two-way booking sync, client imports, appointment scheduling.
Sync appointments and meetings with your Google Calendar.
Subscription billing, checkout, and customer portal.
Automated email and SMS follow-up reminders.
Your data is protected with role-based access control, audit logging, encryption, and compliance reporting. SOC 2 compliant infrastructure.
Start for free. Upgrade when you need to. No contracts.