Getting Started
Start here to understand how Kyrios is structured and what to do first.
41 articles
1. Start Here
This is your first place to start when setting up Kyrios.
Start Here: Choose Your First System
Activate Your Review SystemActivate the system to help you get reviews and build your reputation automatically in Kyrios.
Activate Your Referral ProgramThis guide shows you how to turn on the Referral Program inside Kyrios' Starter Pack. The Referral Program is already installed in your account, but it needs to be activated.
Activate Networking Follow-UpThis guide shows you how to use the Live Event Networking system inside Kyrios to capture and follow up with new contacts you meet. This system is already installed in…
2. Stop Things From Slipping
Nothing gets lost because leads, conversations, and follow-up start living in one place.
Set Up Your Business ProfileSet up your business information so your system communicates correctly and represents your business accurately.
Add and Manage ContactsAdd and organize people in Kyrios so every lead, customer, and conversation has one place to be found.
Understand Conversations and CommunicationSee and manage every message with a contact in one place so nothing gets missed or forgotten.
Set Up Your Calendar for SchedulingSet up your calendar so people can book time with you without back-and-forth messages.
Capture Leads with Forms and WebchatCapture new leads so every inquiry is stored, visible, and ready for follow-up.
3. Get Your Business Under Control
See what is happening without chasing updates.
Understand Your PipelineSee where your leads and opportunities stand so you don’t have to guess what’s happening.
Track Work with TasksUse tasks to keep track of what needs to be done so nothing gets missed or forgotten.
See Activity Across Your BusinessSee what’s happening across contacts, conversations, and work without checking multiple places.
Use Dashboards to Monitor PerformanceUse dashboards to get a quick view of what’s happening across your business without digging through details.
4. Make Work Move Without You
Work starts moving based on rules instead of memory.
How Workflows and Automations WorkUnderstand how Kyrios moves work automatically so you don’t have to remember every step.
Set Up Your First WorkflowUse a prebuilt workflow template or Starter Pack workflow so Kyrios can start moving work forward automatically.
Use Triggers and Actions to Automate TasksUnderstand how triggers and actions work together so Kyrios can handle tasks and follow-up automatically.
Automate CommunicationSend emails and messages automatically so follow-up happens without relying on memory.
5. Turn Customer Experience Into Trust
Feedback, reviews, and customer experience become part of the system instead of something someone has to remember.
Set Up Your Review SystemActivate your review system so Kyrios can request reviews consistently and route customer feedback correctly.
Collect Feedback with Forms and SurveysUse forms and surveys to collect customer feedback, understand experiences, and spot issues before they become bigger problems.
Manage Listings and Online PresenceKeep your business information accurate and consistent across the internet so customers can find and trust you.
Use Messaging to Request ReviewsUse automated email and SMS to consistently request reviews from customers at the right time.
6. Make Revenue More Predictable
Revenue opportunities move through a visible process instead of scattered conversations.
Manage Opportunities in Your PipelineUse opportunities to track revenue as it moves through your sales process.
Create Estimates and InvoicesSend pricing and request payment in a structured way so deals move forward instead of getting stuck in conversation.
Send Contracts and Collect SignaturesCreate and send documents or contracts inside Kyrios so agreements can be signed, tracked, and stored with the customer record.
Schedule and Track Sales ConversationsUse calendars to schedule sales conversations, reduce back-and-forth, and keep appointments connected to the right contact.
Process Payments and OrdersUse Kyrios e-commerce to process customer purchases, manage orders, and track transactions in one place.
7. Get Out of the Middle of Everything
The team knows what to do next without every decision routing through the owner.
Assign and Track Work with TasksAssign tasks to team members so work is clear, visible, and does not depend on memory or constant follow-up.
Use Workflows to Move Work Between PeopleUse workflows to automatically assign responsibility, create tasks, and move work between team members without manual coordination.
Manage Conversations as a TeamUse the unified inbox to manage all customer communication in one place so your team can respond clearly without overlap or missed messages.
Use Client Portal for Shared AccessSet up the Client Portal so clients can access documents, invoices, courses, communities, and other enabled services in one secure place.
Track Work Across TeamsUse contacts and pipelines to see where work stands across your team without chasing updates from every person.
8. Grow Without Breaking the Business
Growth efforts connect back to structure instead of creating more chaos.
Build Pages and FunnelsCreate pages and funnels that capture leads, trigger workflows, and connect marketing directly into your system.
Connect Your Domain to Kyrios HostingConnect your domain to Kyrios so your pages and funnels run on your branded URL using Kyrios’ built-in hosting.
Plan and Publish Social ContentPlan, create, and publish social media content using the Social Planner and automate content creation with the Social Content Engine.
Run Campaigns and AdsSet up and run ad campaigns using AI Ads Manager so your ads connect directly to your system and generate measurable results.
Create Content and MediaCreate, manage, and reuse content using Blogs, Content AI, and Media Storage so your marketing stays consistent without starting from scratch every time.
Launch Communities and CoursesCreate communities and courses to build engagement, deliver value, and turn customers into long-term relationships instead of one-time transactions.
Generate Leads with ToolsUse QR codes, prospecting, and chat widgets to create new lead sources that connect back to your CRM, conversations, and workflows.
9. Building Sustainable Systems
Get a bit more advanced in deciding how to grow your business.
How to Decide What to Improve Next in Your BusinessLearn how to improve business systems without creating overwhelm, unnecessary complexity, or operational chaos.
How to Stop Your Business From Depending on You for EverythingLearn how to reduce operational bottlenecks, repeated interruptions, and constant oversight with stronger business systems.
How Systems Reinforce Each Other Without Creating More ComplexityThis guide explains how connected systems support each other over time, why that reduces the amount you have to remember or check manually, and how to recognize where reinforcement may…