KairosKnocks™ - Frequently Asked Questions

The core CRM is designed to store its client and pipeline data locally on your device. Some actions you choose to initiate — such as sending email or text messages — may use third-party apps or services and therefore require connectivity.

KairosKnocks™ is still in development, so final pricing has not been locked in. Some features or services may eventually become paid offerings. Qualified Founding Members receive KairosKnocks features free for life, including features that may later become part of paid plans, subject to the terms of the Founding Member program.

KairosKnocks™ is built natively for Apple devices supported by the current release. Device and operating-system requirements may change as the app develops.

Yes. KairosKnocks™ supports importing contacts from your iPhone Contacts, scanning business cards, and importing supported CSV files.

KairosKnocks™ is designed with privacy in mind. Core CRM data is stored locally on your device, and we do not sell or rent your client data. See the Privacy Policy for additional details.

KairosKnocks™ uses Apple's scanning and text-recognition technologies to help capture information from a business card. The scanned card image can also be retained locally for reference.

Open a contact record and use one of your Quick Email or Quick Text templates. Templates can be edited so your frequently used messages match your own style and workflow.

You can update a contact's stage from the contact record or move the contact through the Pipeline using drag and drop.

The current five-stage pipeline is: Persons of Interest → Sparked → Ignited → Anchored → Archived. The stages are designed to reflect the progression of a relationship, not simply the status of a transaction.

Founding Members are early users who agree to use KairosKnocks™ in real or realistic sales workflows and provide candid, useful feedback about the app. Their input helps shape features, usability, and future priorities.

Founding Members receive all KairosKnocks features free for life, including features that may later become part of paid plans, subject to the terms of the Founding Member program.

Yes. KairosKnocks™ is currently being tested through Apple's TestFlight program. People accepted into the Founding Member program can receive beta access and help shape the app before public release.

KairosKnocks™ was created by Bill Loyd, a sales professional building the kind of straightforward, relationship-focused CRM he wanted to use himself.