Kundrio
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Features

This page lists what Kundrio can do today. What is still missing is listed at the end. The user interface is currently in German.

Agency and client accounts

  • One agency account with any number of client accounts (sub-accounts), data strictly separated
  • Roles with scope "own / team / all", optional four-eyes approval per account
  • Agency overview of sales, visibility, AI usage and compliance across all accounts

Contacts, companies, sales

  • Contacts with timeline, tags, custom fields, lists and CSV import
  • Companies with domain matching and duplicate merging
  • Lifecycle stages, owners, drag-and-drop pipelines, tasks
  • Lead authenticity checks against AI-generated fake enquiries
  • Enrichment from website and legal notice, people only in their business role

Email, forms, inbox

  • Campaigns approved by a human before sending
  • Double opt-in, one-click unsubscribe, suppression list
  • Forms with rate limiting and signed consent timestamps
  • Shared inbox for email (IMAP/SMTP), WhatsApp and SMS connect accounts
  • Brevo-compatible mail API for existing applications

Landing pages and booking

  • Page builder with 14 blocks, animations, AI drafts and translation
  • Accessibility check before publishing, structured data, llms.txt
  • Custom domains with automatic certificates and DNS setup at common providers
  • Public booking calendar based on your team's calendars
  • Meetings with Google Meet, Teams or Jitsi app registration required

Automation

  • Flow editor with 27 building blocks and 28 triggers, including AI classification
  • 17 templates, for example quote → order confirmation → kickoff
  • Versions, test runs, a log of every run
  • Processes only use fields that actually exist and explain in plain words what they do

Quotes, invoices, payments

  • Quotes with online acceptance, order confirmations, invoices as PDF
  • E-invoices as XRechnung (UBL), GiroCode for bank transfers
  • Payment links via Mollie (including Wero), Revolut or Unzer own account required
  • Subscriptions and SEPA direct debit with mandates and pain.008 batches, dunning
  • Bank reconciliation via CAMT.053 import
  • Send documents to Lexware Office own API key

Analytics and visibility

  • No cookies, no stored IP addresses
  • Detects AI crawlers and visitors arriving from AI answers
  • Conversions and revenue attribution per source
  • Press and web mentions with AI summaries
  • Social channels, read-only (LinkedIn, Facebook, Instagram, TikTok, YouTube) app registration required

AI and interfaces

  • AI drafts, summaries and knowledge search over your own documents
  • Agent API and MCP server: your clients' AI assistants can send requests directly
  • Admin MCP with 42 tools; every change goes to an approval inbox first
  • AI log with purpose and model of every call (EU AI Act transparency)

Compliance and sovereignty

  • Compliance cockpit with automated checks: accessibility (BFSG), AI Act, CRA, NIS2, e-invoicing, SPF/DKIM/DMARC, GDPR
  • Sovereignty cockpit: every outbound connection with location and replacement
  • Data export as ZIP, access requests (Art. 15) and erasure (Art. 17) per contact

Switching in both directions

  • Import from HubSpot (service key or private app) and Brevo, CSV from both
  • Export as HubSpot or Brevo CSV and full data export
  • Brevo-compatible contacts and lists API

Not available yet

These are planned but not built:

  • ZUGFeRD (PDF/A-3) and KoSIT validation – XRechnung (UBL) is available today
  • Social planner for scheduling and publishing posts
  • Telephony and voice assistant
  • C2PA signing of media
  • English user interface