Manage your clients, business opportunities and offer a self-service portal to your customers
KMS CRM is a complete customer relationship management system that centralizes all the commercial information of your business. Manage contacts, companies, sales opportunities, commercial tracking and support tickets. Enable a private area on your website so your customers can manage their services autonomously.
KMS CRM Screenshot - Client Management Dashboard

KMS CRM Service Plans

KMS CRM BASIC

BASIC

  • 3 users
  • Contacts and companies management
  • Business opportunities management
  • Activities and tasks tracking
  • Visual sales pipeline
  • Calendar and reminders
  • Communications history
  • Tags and classification
  • Advanced search
  • Private area for clients
  • Self-service portal
  • Support ticket management
  • Knowledge base
  • Advanced automations
  • Third-party integrations
  • Custom reports
  • Integration API
From:
19 €/month +VAT or 228€/year +VAT
Order now
KMS CRM BUSINESS

BUSINESS

  • Unlimited users
  • Contacts and companies management
  • Business opportunities management
  • Activities and tasks tracking
  • Visual sales pipeline
  • Calendar and reminders
  • Communications history
  • Tags and classification
  • Advanced search
  • Private area for clients
  • Self-service portal
  • Support ticket system
  • Knowledge base for clients
  • Workflow automations
  • Custom reports
  • Integrations with ERP, eCommerce...
  • Complete REST API
  • Priority support
From:
69 €/month +VAT or 828€/year +VAT
Order now

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.