Integrated Portal CRM

Overview

KCRM is a versatile end-to-end CRM and workflow tool that can operate as a standalone CRM, or be dropped into a partner portal along with other features including training and resources. 

It is often used by internal employees to manage sales leads, support requests, or manage approval workflows of things like sale claims. KCRM is also commonly used in partner portals to enhance features to manage deals in a reseller program.

Feature highlights

  • Create and manage leads

  • Write notes and capture email communications on leads

  • Create and manage contact and company information

  • Create tasks

  • Visualize leads across funnel stages