Welcome to Kordox
Kordox is the operations hub for people running more than one project. Connect your tools, capture work from every channel, and see real-time profit, health, and what needs your attention — all in one cockpit.
First steps
- Sign in. Go to app.kordox.com and sign in with a magic link or Continue with Google.
- Create your workspace. Your first organization is your workspace. Name it after your company.
- Create a project. Each project (a SaaS, a store, a content brand, a client) gets its own space — its own CRM, tasks, fields, and connectors.
- Invite your team. Settings → Team → Invite. Roles: Owner, Admin, Member.
The cockpit
Your dashboard shows, across all projects:
- Revenue, profit and health in real time
- A Morning Briefing — an AI summary of what changed and what needs you
- Pipeline, tasks and recent activity at a glance
Triage
Triage (in the sidebar) is where Kordox surfaces signals that need a decision: a connector sync that failed, a deal that stalled, a money anomaly (runway, margins, refunds), documents a client uploaded, an SLA breach.
Each item carries a one-click action button — Open connector, View in pipeline, Open Finance, Open client — that jumps straight to the page where you act on it. You can also turn any signal into a task, snooze it for 3 days, or dismiss it with a reason so it stops resurfacing.
Where to next
- Projects & CRM — leads, customers, deals, tasks, custom objects
- Email — forward mail in, reply from a record
- Security & MFA — protect your account
- Plans & billing — what each plan includes