Features of the KPM CRM Suite
Generate more quality leads, sign more deals and build customer loyalty.
Prospecting and Sales
Marketing
Send highly targeted email and SMS campaigns with dynamic segments.
Redactor
Create sales proposals in your own image. You can also create contracts or any type of dynamic document.
Email synchronization
Connect your mailbox and find your exchanges (and those of your team) for each contact.
Shared calendar
Connect your calendars and work more efficiently as a team.
Make an appointment
Simply send an appointment link to your calendar.
Task management
Create and share tasks within your team so you never forget anything.
Invoicing & Management
Email synchronization
Connect your mailbox and find your exchanges (and those of your team) for each contact.
SIRENE directory
Enrich your customer files with legal and financial information directly from the SIRENE database.
Product catalog
Easily create your products and services catalog, as well as your sales prices.
Advanced privilege management
Precisely control access rights for your employees or groups of employees.
Reporting
A consistent set of reports to analyze your business performance.
Custom fields / SmartTags
Create your own criteria to better qualify and segment your customer file.
Cash Management
Real-time bank synchronization
Consolidate all your bank accounts into one clear interface.
Custom reporting
Define your own categories and subcategories to classify your operations.
Automatic categorization
Automatically classify your feeds with our algorithm to save time.
Deferred debit card management
Connect your corporate cards to retrieve details of your projected expenses.
Upload of transaction receipts
Facilitate exchanges with your accountant by adding a receipt to each transaction.
Analytical follow-up of the cash flow
View your cash flow graphically or in your summary table by category.
What are you waiting for to amaze your team and your customers?
Inspire your team. Delight your customers. Start today