Everything You Need to Master KwoTit

Introduction

KwoTit is a lead pre-qualification system and CRM built for small service businesses. It helps you capture customer information the moment someone reaches out, so nothing gets lost — and you only spend time on people who are ready to pay.

Instead of chasing leads on WhatsApp and guessing what customers want, KwoTit gives you:

• Embeddable lead forms that show live prices as customers fill them in.
• A kanban pipeline that tracks every request from new to won.
• Instant WhatsApp follow-up so you can reply in one tap.
• Quotes, invoices, and Paystack payment links — including deposits.
• Team collaboration so your staff can manage leads together.

Quick Start

Get your first lead form live in under 10 minutes. Here's the full flow:

1. Sign up for $1

   Create your account on the signup page. The Starter plan gives you 10 customer requests to try KwoTit risk-free.

2. Tell the AI about your business

   Describe your services and pricing in plain English. The AI builds your first lead form automatically.

3. Customize your form

   Add your logo, colors, and business name. Adjust the questions customers see when they fill it in.

4. Share your unique link

   Every form gets a link like kwotit.app/your-business. Share it on WhatsApp, Instagram, or embed it on your website.

5. Manage leads in your dashboard

   Customer requests land in your kanban pipeline. Follow up, send invoices, and get paid — all from one place.

Business Profile

Your business profile controls how your lead forms and CRM pages look to customers. Set it up once and it applies everywhere.

What you can customize

• Business name — shown at the top of your forms and invoices.
• Logo — upload your own logo to replace the KwoTit brand (Pro & Lifetime plans).
• Brand colors — pick a primary color that matches your brand.
• Welcome message — a short intro customers see when they open your form.

Create a Lead Form

KwoTit uses AI to build your form from a simple description. You can also start from a ready-made template for your industry.

Using the AI builder

1. Describe your service

   Write something like: "I run a photography business. I charge for half-day and full-day shoots, plus extra for retouching and travel."

2. Let the AI generate the form

   KwoTit creates questions, pricing rules, and a live estimate calculator based on your description.

3. Review and edit

   Change any question, add or remove options, and adjust the pricing logic. You're in full control.

4. Publish

   Once you're happy, hit publish. Your form is instantly live at its unique link.

Using a template

If you'd rather not start from scratch, pick from over 50 industry templates — printing, tailoring, furniture, building, branding, events, web design, and more. Just select a template and customize it.

Form Fields

Your lead form can contain several types of fields. Each one helps you understand the customer's needs and calculate a price automatically.

Share Your Link

Every lead form has a unique URL. Share it anywhere your customers can find you.

Where to share

• WhatsApp — send it in your status, groups, or as a quick reply.
• Instagram & Facebook — put it in your bio or as a story link.
• Email signature — add it below your name.
• Business cards & flyers — print a QR code that links to your form.
• Your website — embed it or link to it from a "Get a Quote" button.

Embed on Your Website

If you have a website, you can embed your lead form directly on any page. The form will match your site's look and feel.

How to embed

1. Open the Lead Form Editor

   Go to your form in the dashboard and click "Edit".

2. Scroll to the bottom

   Find the "Embed Code" section. It contains a small snippet of HTML.

3. Copy the code

   Click the copy button. The code looks like this:

4. Paste it into your website

   Add the code where you want the form to appear. That's it — the form loads automatically.

Pipeline Stages

Your pipeline is a kanban board that tracks every lead from first contact to payment. KwoTit moves leads through stages automatically as you work.

You can also drag cards manually between stages if you need more control.

Contacts

Every customer who fills in a lead form automatically becomes a contact. Their name, email, phone, and request history are saved in one place.

What you can do with contacts

• View full history — see every request, quote, and invoice for a customer.
• Create new quotes or invoices — without asking them to re-enter their details.
• Add notes — jot down reminders or important details.
• Search and filter — find any contact by name, email, or phone number.

WhatsApp Follow-up

Speed matters when closing deals. KwoTit lets you start a WhatsApp chat with any lead in one tap — no copying numbers, no searching through your phone.

How it works

1. Open a lead in your pipeline

   Click on any card in the "New" or "Contacted" stage.

2. Tap the WhatsApp button

   A green button appears on the lead detail panel. Tap it to open WhatsApp with the customer's number already filled in.

3. Send your message

   You can send a pre-written message or type your own. The customer receives it instantly on WhatsApp.

4. Pipeline updates automatically

   Once you've messaged them, the lead moves to the "Contacted" stage on its own.

Create an Invoice

Turn any lead into a professional invoice in one click. KwoTit pre-fills the customer's details, the agreed price, and your business information.

Steps to create an invoice

1. Open a lead or contact

   Go to the lead in your pipeline or the contact in your address book.

2. Click "Create Invoice"

   KwoTit generates an invoice with the customer's name, contact details, and the quoted amount.

3. Review and adjust

   Add line items, change quantities, apply discounts, or add notes. Everything is editable.

4. Send to customer

   Send the invoice via email, WhatsApp, or share a link. The customer can view and pay online.

Deposits & Balance

For many service businesses, collecting a deposit upfront is essential. KwoTit makes it easy to split payments into a deposit and a balance — all from the same link.

How deposits work

• Set a deposit amount — choose a fixed amount or a percentage of the total.
• Customer pays the deposit — they receive a secure Paystack link for the deposit amount.
• Balance is tracked — KwoTit shows how much is remaining on the invoice.
• Send a balance link later — when the work is done, send a second payment link for the remaining amount.

Paystack Payments

KwoTit integrates with Paystack to handle online payments securely. Customers can pay with cards, mobile money, or bank transfers — depending on their location.

What you need to know

• You need a Paystack account to receive payments — KwoTit just only handles the integration.
• Money goes directly to your account — KwoTit never holds your funds.
• Payment status is automatic — when a customer pays, the invoice is marked as paid and your pipeline updates.
• Supported countries — Ghana, Nigeria, South Africa, Kenya, and more.

Invite Team Members

KwoTit isn't just for solo entrepreneurs. With the Teams feature, you can invite staff into a shared workspace and manage leads together.

What team members can do

• See and manage leads — everyone works from the same pipeline.
• Assign leads — assign a lead to a specific team member so nothing falls through the cracks.
• Add notes — leave internal notes on leads for other team members to see.
• Send quotes and invoices — anyone on the team can generate and send them.

How to invite someone

1. Go to Settings → Team

   Open your account settings and find the "Team" section.

2. Enter their email

   Type the email address of the person you want to invite.

3. Choose their role

   You can set them as an Admin (full access) or Member (limited access).

4. Send the invite

   They'll receive an email with a link to join your workspace. Once they accept, they're in.

Branding

Make KwoTit look like your own tool — not ours. On Pro and Lifetime plans, you can remove the KwoTit name and replace it with your own branding.

What you can customize

• Logo — upload your logo to appear on forms, invoices, and CRM pages.
• Primary color — choose a color that matches your brand identity.
• Business name — displayed prominently on all customer-facing pages.
• Welcome message — a short greeting customers see when they open your form.
• Remove KwoTit badge — the "Powered by KwoTit" text disappears completely.

To set up branding, go to Business Profile in your dashboard and fill in the fields. Changes apply instantly across all your forms and pages.

Currencies

KwoTit supports multiple currencies so you can quote customers in the money they use. Prices display in the customer's local currency, with automatic conversion from USD.

You can switch currencies from the header on any page, or set a default currency in your Business Profile. Customers see prices in their detected currency automatically.

Troubleshooting

Quick answers to common issues.

My form isn't showing up on my website

• Make sure you pasted the embed code exactly as shown — don't change any part of it.
• Check that your website allows scripts. Some builders (like certain website builders) may strip out the code.
• Try viewing your website in an incognito window to rule out caching issues.

I'm not receiving email notifications

• Check your spam or promotions folder — email providers sometimes filter notifications.
• Make sure your email address is correct in your account settings.
• Go to the settings page in your dashboard and make sure the toggle for new customer requests is turned on.
• On the Starter plan, you're limited to 50 email notifications per month. If you've hit that limit, upgrade to Pro for unlimited notifications.

My lead form stopped accepting requests

• You've probably reached your monthly request limit. Check your dashboard for a message.
• Starter plan allows 50 requests per month. Pro plan has unlimited requests.
• You can upgrade your plan at any time to lift the limit immediately.

Payments aren't showing up

• Make sure you've connected your Paystack account in Settings.
• Check that your Paystack account is fully verified and can receive payments.
• If a payment was successful but not showing in KwoTit, contact support — we'll help you trace it.

Ready to get started?

Try KwoTit for $1 and get 10 customer requests. No credit card required beyond the initial signup.