Quick start: Kepler

From form to first pipeline

This is how Kepler starts in practice: from setup to the first real enquiry in the system. You don't have to be a tech pro; we accompany the setup.

1. Connect a form

You create a form in Kepler and embed it in your website using the supplied guide. From then on every submission lands directly in the system.

2. Turn on automatic contacts

With “Auto-Lead” every submission automatically becomes a contact, including the source. Alternatively, you review submissions first and create contacts deliberately.

3. Define status & pipeline

You define your contact statuses (e.g. new lead, in progress, customer) and the stages of your deal pipeline, fitting your process, without developers.

4. Invite the team

You invite colleagues by email and give them a role. Who may see, edit or delete what you control per role.

With a guided setup we handle steps 1–3 together with you and install Kepler on your server: you start with a system that already fits your processes.