Product Guide

Sales Process

Codify your process. Equip your team. Maximise every shot.

Kaddi helps you codify your unique sales process into a repeatable, usable playbook that your team can rely on—every time.

🔹 1. Define Stages

Mirror your CRM. Align your team.

Define your sales stages to match your CRM (Salesforce, Hubspot, or others). Kaddi keeps these stages synced with your live CRM so that every opportunity reflects the same process in both systems.

Syncs with Salesforce today

Hubspot integration coming Q4 2025

Drag-and-drop UI for easy setup and updates

🔹 2. Introduction Page

Set your team up with context.

Define your ICP, buyer personas, product positioning, and value propositions. Make sure your team understands who they’re selling to, what matters most to buyers, and how to win.

🔹 3. Codify Steps

Clarity at every stage. Guidance in every step.

For each stage, break down the steps that need to be completed. Each step includes:

Objective – Why this step matters. Insert text and video to explain the goal

Exit Criteria – How to know when it’s done. Clear checklists.

Key Actions – What needs to be done (and done well)

Related Content – Link the best plays and examples from your Library

This turns tribal knowledge into a team asset.

🔹 Key Capabilities

⚡ Multiple Playbooks: Build and maintain different processes for different teams, products, or markets

🔄 CRM-connected: Stages lock to your CRM, opportunities sync to Deals

🔍 Fully Searchable: Every step, every action, every piece of content is searchable

💡 Prompt-Ready Actions: Each Key Action becomes a GPT-usable Prompt in Deals, helping reps execute with confidence and consistency

💬 Example: In a “Qualification” step, you might have a Key Action to “Confirm Budget, Authority, Need and Timing (BANT).” This becomes a Prompt inside the Deal for real-time support during or after the call.

From January

Last month, we added support for automatic tinting and new layout options for components, plus a whole lot of fixes and improvements. If you give your Page a Fill color, this will now also tint browsers like Safari and will ensure you don't get plain white backgrounds when overscrolling on any mobile device. Plus, we've added support for Min Max sizing to all Smart and Code components, greatly simplifying many common layouts and patterns. See the full changelog below.

• We automatically set the body background, based on your Page's fill color

• You can now override the body background and customize per breakpoint

• We now support Min Max sizing for all Smart and Code Component

• We now consistently show the Min Max hint within the property panel

• You can now use all alignment options for layers with Position set to Fixed

• We now inform you if a parent layer height changes due to layout edits

• We improved the Radius and Padding controls, no longer resetting values

• Number inputs split in four no longer show steppers, so longer values fit

• We improved Appear Effects using Scale with Spring transitions