Know every customer in one place
KD ERP CRM starts with the customer, not the sales funnel. Open a customer and see what they bought, what they paid and what they still owe. Then quote them, contract them and look after their problems from the same place.
- What it is
The CRM app of KD ERP: customers, contacts, quotations, activities, contracts, service cases and a sales pipeline.
- Who it is for
Businesses that sell to repeat customers and want quotes, contracts and complaints tied to the money.
What CRM does
Customer 360
One page per customer: invoices, payments, credit, ageing of what they owe, contacts, activity and attachments.
Statements
A customer statement as a PDF that agrees with the customer page and the receivables aging report. Email it or send it on WhatsApp.
Quotations
Numbered quotations as PDF, sent by email, and converted to a draft invoice when accepted.
Payment terms and credit limits
Set terms and a credit limit per customer. The limit warns you; it does not block a sale.
Contacts, activities and tasks
Several contacts per customer, a log of calls and visits, and tasks with due dates.
Contracts
Numbered service contracts with dates and value, linked to the customer.
Service cases with SLA
Log a complaint or job as a case, give it a response and resolution target, and see which cases are breaching.
Leads and pipeline
Turn a lead into an opportunity, move it across a board by stage, and see a forecast.
Housekeeping
Search and paging, CSV export, a warning on duplicate tax numbers, and archive instead of delete once a customer has history.
What it does not do yet
So you do not find out after you start.
- There is no customer portal where customers log in.
- There is no email inbox sync. Calls and emails are logged by hand.
- There is no marketing mail feature. KD ERP does not send promotional email.
Need something we don't do yet? Tell us.
Questions
Is this a sales funnel tool?
It has a pipeline board, but the centre is the customer account: invoices, payments and what is owed. Quotes and contracts hang off that.
Can I import my customer list?
Usually. Send us a spreadsheet and we will tell you honestly what can come across.
Does a credit limit stop a sale?
No. It shows a warning. The decision stays with you.
Tell us about your business
Start free
Start free
One user is free for up to six months, with no card and no contract. After that we quote a price for the users and apps you actually use. Free documents carry a small "Powered by KD ERP" credit.