KMS CRM

KMS CRM Service Plans

Main Features

• Full contacts management. Centralize all your customer and business contact information in one place with complete history.
• Company management. Organize your clients by company with multiple associated contacts and hierarchical structure.
• Sales opportunities. Visual tracking of all business opportunities with customizable pipeline and sales estimation.
• Visual pipeline. Visualize the status of your business opportunities with an interactive drag-and-drop pipeline.
• Activity tracking. Record calls, meetings, emails and tasks associated with each client or business opportunity.
• Private area for clients. Provide your clients with secure access to view their services, invoices and documents.
• Self-service portal. Allow your clients to manage their services, contract new products and update their information.
• Ticket system. Manage your clients support requests with an integrated ticket system and complete tracking.
• Knowledge base. Create a knowledge base accessible to your clients with articles, guides and frequently asked questions.
• Integrated calendar. Organize your meetings and follow-ups with a shared calendar for the entire sales team.
• Automatic reminders. Configure automatic reminders so you dont forget any important business follow-up.
• Reports and analytics. Get detailed reports on business performance, conversion and sales forecasting.
• Automations. Create automatic workflows to save time on repetitive tasks and improve productivity.
• Tags and segmentation. Organize your contacts with custom tags and create segments for targeted campaigns.
• Integrations. Connect the CRM with your ERP, eCommerce, email and other business tools.