Help Center
Sign up for Kolva, verify your email, choose your plan, and configure your role and language preferences.
Read articleConfigure your company profile, invite team members, and understand the role system that powers Kolva.
Read articleImport clients from CSV or Excel, connect your CRM, install ERP agents, and validate your data before going live.
Read articleInstall the Kolva PWA on iOS and Android, enable push notifications, and learn how offline mode keeps you productive.
Read articlePlan your day, check in with GPS, review the AI briefing, take notes during the meeting, and check out with a follow-up scheduled.
Read articleLearn what each KPI card means, how to read the charts, apply time filters, and understand role-specific dashboard views.
Read articleDiscover Kolva's 19 AI engines: daily briefings, voice orders, churn prediction, route optimization, and more.
Read articleCompare Starter, Pro, and Enterprise plans, understand Finance hub pricing, manage payment methods, and download invoices.
Read articleSearch, filter, and segment your client list. View detailed client profiles, manage GPS coordinates, and convert prospects into active clients.
Read articlePlan your day with My Day, check in and out with GPS verification, set visit objectives, review AI briefings, and schedule follow-ups.
Read articleCreate orders from the client page, browse the product catalog, use voice ordering, generate quick estimates with TVA, and track order history.
Read articleUse the kanban view to track deals through custom stages, log activities, monitor velocity, and analyze win/loss patterns.
Read articleBrowse products by category, view detailed specs and pricing, compare with competitor offerings, and share product information with clients.
Read articleMonitor your field team in real time with the live map. See rep locations, activity indicators, and route visualizations. Available on Pro plan.
Read articleExplore charts and dashboards, generate weekly reports, analyze lost deals, build custom reports, and track ROI across your sales activities.
Read articleUse effort scores, weakness profiling, coaching goals, and the nudge engine to develop your reps into top performers.
Read articleSet monthly targets per rep, view the team grid, compete on the leaderboard, earn badges, and participate in gamification challenges.
Read articleBuild quotes with line items, generate professional PDFs, share via public links, manage client approvals, and convert accepted quotes into orders.
Read articleNavigate the Finance hub, read revenue and expense KPIs, understand the P&L statement, apply time filters, and switch between single-entity and consolidated views.
Read articleMonitor your cash position in real time, use the AI-powered 13-week forecast, identify risk windows, and analyze payment patterns across clients and vendors.
Read articleAdd subsidiaries, consolidate P&L across entities, handle inter-company eliminations, manage multi-currency conversion, and benchmark entity performance with AI.
Read articleTalk to your data with Voice CFO, detect anomalies automatically, generate narrative reports for board or bank, get AI budget suggestions, and analyze vendors.
Read articleInstall and configure the Sage X3 or SAP on-premise agent, set up API keys, configure sync frequency and data scope, monitor status, and troubleshoot common issues.
Read articleCorrelate field sales activity with financial results, attribute revenue to reps and segments, discover cross-subsidiary opportunities, and leverage AI-powered insights.
Read articleStep-by-step instructions for installing the on-premise agent and syncing Sage X3 or SAP data.
Read articleConfigure your company profile, manage team members and roles, set up the strategy playbook, control security settings, and customize notification preferences.
Read articleConnect any of 20+ supported CRMs using OAuth or API key, map reps between systems, configure sync settings, and troubleshoot integration issues.
Read articleAnswers to common questions about Kolva: what it is, how the trial works, available plans, security, supported languages, Field vs Finance hubs, and billing.
Read articleFix common problems: app not loading, push notifications failing, GPS issues on mobile, sync data delays, feature gating, and how to contact support.
Read articleFAQ