Features

Kando CRM modules

What does Kando CRM do?

Kando CRM is a team tool that brings sales and customer operations together in one place. It does more than create customer records; it keeps the calls with that customer, the tasks opened, the quotes given, the projects under way, the documents signed and the support requests received under the same card.

Screens are authorised through role packages: each user sees only the screens relevant to their work. Thanks to the branch structure, teams work without mixing up each other's portfolios.

All of the modules below are available in your demo account from day one.

Modules

Screens available in the demo account

Customer card

Name, title, multiple phone numbers and email addresses, address, contact person and customer profile fields. A record-merge screen if the same person was entered twice.

Call and note history

Notes and call records for every customer; quick access to the records you entered through the “My Notes” and “My Activities” screens.

Lead management

Lead records with source and UTM campaign details; see in reports which campaign each lead came from.

Customer assignment

Assign customers from the pool to representatives, bulk assignment and an assignment report to track portfolio distribution.

Calendar and reminders

Task events, category-based colour coding, personal calendar and team calendar views.

Quote templates

Templates for recurring quotes with category and line-item details; a record of which quote was given to which customer and when.

Projects and categories

Group projects into categories, link them to customers and add people to projects; see which project the work belongs to.

Support requests

Request categories, a request list and correspondence in the request detail; every customer request is recorded.

Reports

Assignment report, representative–customer status report, lead source and campaign reports, sign-in report; all scoped to the branch.

See the screens for yourself

Fill in the form, verify your email address and sign in to your account by following the activation steps.

Open a demo account