Kairos CRM

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Contacts

All

Client prospects

Recruits

Active clients

Warm market

Not proceeding

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Contact

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Reports

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Tasks & Action Items

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Pipelines

Contests & Levels

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Inbox

Sent

Drafts

Trash

Select a folder

Select an email to read

Settings

Account

Email Setup

Profile

Notifications

Org Admin

Team

Pipelines

Lead Sources

Organization

Billing

Super Admin

Organizations

All Users

All Billing

Audit Log

Email Setup

Emails will send from this account. Replies go directly to your inbox.

Connect your email account to send emails directly from the CRM using your personal address.

Use SMTP instead (advanced)

Personal Email Address

Display Name

SMTP Host

Port

SMTP Username

App Password What's this?

Password saved securely

Use SSL/TLS (port 465)

Saving…

Allow sending as shared inbox

Enables option to send from info@patrickpuorro.com when composing

Email Signature

Auto-appended to every email

What is an App Password?

Most email providers require an App Password when connecting via SMTP.

Gmail: myaccount.google.com → Security → App passwords
Outlook: account.microsoft.com → Security → App passwords
Yahoo: account.yahoo.com → Security → Generate app password

Profile

First Name

Last Name

Phone

Notifications

Notification preferences coming soon

Team

Email Setup

Manage each advisor's email connection and shared inbox access. Generate setup links for advisors to connect their own accounts.

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Add Advisor

Advisor invitations coming soon

Assisted Email Setup

This section has moved to Team Settings.

Assisted Email Setup

Generate a secure setup link for an advisor. Send it to them — they click it, connect their email account, and it's done. No screen sharing needed. Links expire in 24 hours.

Select Advisor

Setup Link (expires in 24 hours)

Expires in 24 hours · Single use

Team Email Status

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Pipeline Configuration

Pipeline stage configuration coming soon

Lead Sources

Lead source management coming soon

Organization

Shared Inbox Sending

Control whether advisors can send emails as info@patrickpuorro.com. Admins always have access regardless of this setting.

Allow advisors to send as shared inbox

When off, only admins can send as info@patrickpuorro.com

More organization settings coming soon — branding, timezone

Billing

Billing management coming soon

SUPER ADMIN Organizations

Organization management coming soon — create, suspend, and configure orgs

SUPER ADMIN All Users

Platform-wide user management coming soon

SUPER ADMIN All Billing

Platform-wide billing management coming soon

SUPER ADMIN Audit Log

Platform-wide audit log coming soon

Bulk Email

From

Sending as shared inbox

All emails will appear from info@patrickpuorro.com.

Personalization

First Name

Last Name

Advisor Name

Date & Time

Appointment Date

Appointment Time

Sending…

CSV Import & Mail Merge

Upload a CSV file with contact information. Required columns: First Name, Last Name, Email.

Click to upload CSV

or drag and drop

Match your CSV columns to CRM fields. Required fields are marked with *

Ready to import 0 contacts

Choose how to import these contacts:

Import to Prospecting Pipeline

Contacts are added to your contacts list AND entered into the Prospecting pipeline as new deals.

Import to Contacts Only

Contacts are added to your contacts list without a pipeline. Assign a pipeline later when ready.

New Email

From

Sending as shared inbox

This email will appear from info@patrickpuorro.com. Replies go to that inbox, not yours.

BCC

Personalization

First Name

Last Name

Advisor Name

Date & Time

Appointment Date

Appointment Time

Due Date

Premium Amount

Signature Edit

Sending…

Delete contact

You are about to permanently delete and all associated records including activities, deals, financial profile, and notes.

This cannot be undone.

Admin only. Use this to remove test submissions or duplicate records.

Add to pipeline

Pipeline

Starting stage

Assigned advisor

Edit case value

Enter the estimated case value for this deal. Potential = what you expect if placed. Actual = what was placed in-force.

Potential points

Actual points

Potential cashflow ($)

Actual cashflow ($)

Deal status

Notes on this deal

Edit contact

Personal

Financial

Employment

Spouse

IGO / Health

Name

First name *

Middle name

Last name *

Contact info

Primary email

Secondary email

Primary phone

Secondary phone

Address

Street address

City

State

Zip

Personal details

Date of birth

Gender

Marital status

Preferred contact

Contact type

Lead source

Notes

Presenting concern

Notes

Fields marked modified differ from the original FNA import. Hover the badge to see the original value.

Income

Gross income

Income period

Rental income (monthly)

Other income (monthly)

Assets & rollover

Rollover source

Rollover amount ($)

Current assets ($)

Gaps & protection

Income gap (monthly $)

Protection gap (face value $)

Current life coverage ($)

Retirement

Target retirement age

Life expectancy

Risk tolerance

Employer

Employer name

Occupation / title

Years employed

Spouse / partner info

Spouse full name

Spouse date of birth

Spouse email

Spouse phone

Insurance / IGO fields used for life insurance applications. Pre-populate from the FNA tool.

Physical

Height

Weight (lbs)

Smoker status

Health rating

Driver license

DL number

DL state

DL expiry

Add task

Task title *

Due date

Priority

Linked contact

Assigned to

Description

Close deal

How did this deal end?

Note (optional)

Park for later

The deal will be parked and a follow-up task will be created automatically on the date you choose.

Follow up on *

Priority

Reason / note

0 selected

Graduate from Prospecting

Move a contact out of this pipeline.

Add contact

First name *

Last name *

Phone

Contact type

Preferred contact

Lead source

State

Presenting concern

Notes