Lead Management
Capture, qualify, assign and track leads through configurable sales stages.
KEVISION CRM
A customer relationship platform for leads, contacts, pipelines, activities, communications and lifecycle visibility.
Customer Relationship Management SaaS
Designed for connected operations.
A customer relationship platform for leads, contacts, pipelines, activities, communications and lifecycle visibility.
✓Multi-tenant architecture
✓Role-based access
✓Subscription-ready
✓API-ready
PRODUCT
KEVISION CRM
Explore the product scope, discuss your requirements with KEVISION, or review the available subscription plans.
FUNCTIONALITIES & MODULES
What KEVISION CRM is designed to cover
Key functional areas for the product. Specific capabilities and capacity can be controlled by subscription plan, add-ons and organisation configuration.
Contacts & Accounts
Centralise customer, prospect and organisation profiles with relationship history.
Sales Pipeline
Manage opportunities, stages, expected values, ownership, follow-ups and pipeline visibility.
Activities & Tasks
Track calls, meetings, tasks, notes, reminders and next actions against customer records.
Communication
Organise customer communications and interaction history across defined workflows.
Customer Lifecycle
Track progression from prospect to customer, retention activity and relationship history.
Reports & Analytics
Pipeline, conversion, activity and customer-performance reporting.
Users, Roles & Integrations
Role-based access, auditability, APIs and integration-ready workflows.
Ready to discuss how KEVISION CRM could fit your organisation?