Modular Workspace

Kolvera adapts to your workflow. Show only the modules you use — hide everything else — without losing access to any data.

Modular workspace — module toggles and setup checklist in Settings

Module Toggles

Each major feature area can be toggled on or off per workspace. Disabling a module hides its sidebar entry and navigation links. Underlying data is preserved and the module can be re-enabled at any time.

People — your unified directory where contacts, prospects, and candidates are role tabs on one record (no separate lists). On by default.
BD / Prospects — ICP management, company search, and the prospect pipeline. On by default.
Candidate Pipeline — candidate records, Reverse Market Profiles, and placement tracking.
Talent Pool — a curated, searchable bench of candidates linked directly to your ICPs for headhunt search.
Review Queue — the Action Inbox on the Command Station dashboard where opt-in automations surface drafted actions to approve or dismiss. On by default.
Campaigns — email sequence builder and sending. On by default.
Inbox — unified email inbox. On by default.
E-sign — document signing. Pro and Agency only.
Lead Scraping — job board scrapers and scrape config. On by default.
Intelligence Reports — Market Intel and Role Intel PDF reports. Pro and Agency only.

Setup Checklist

New workspaces see a setup checklist on the dashboard. Each item represents a key configuration step: connecting an inbox, adding business context, creating an ICP, building a scrape config, and enrolling the first campaign. Items are checked off automatically as you complete them.

The checklist can be dismissed once all items are complete or manually hidden from the dashboard settings.

Plan Availability

Module toggles are available on all plans. E-sign and Intelligence Reports are available on Pro and Agency plans.