Good relationships.
Great possibilities.
Remember the conversation. See the opportunity. Make the next move. CRM Pro brings your whole sales story into focus.
An optional module for your KBPOS Core workspace.
Every big opportunity starts with a small connection.
A name from an introduction. A promising first call. A proposal worth following up. Give each relationship the attention it deserves, with the history, ownership and next steps your team needs.
Better possibilities.
Keep the human side of business in the picture.
When your team shares the same context, the next conversation can pick up where the last one left off. Bring contacts, companies and activity together, then follow the opportunity all the way into delivery.
A better business memory
Keep contact details, company relationships and manually logged activity together.
A next step with an owner
Assign follow-ups, set priorities and see what needs attention.
A win that carries forward
Prepare a linked customer, project and draft invoice through an authorized handoff.
Your pipeline should tell a story.
Shape stages around the way you sell. See what is moving, what needs attention and where your next conversation could make a difference.
From first contact to the next win.
Find the part of your day you want to make clearer. Explore the current tools, one area at a time.
A better memory for your business.
Bring the people, companies, and details behind every opportunity together.
Contact profiles
Keep names, job titles, email addresses, phone numbers, and notes together.
Lead status & sources
Organize leads, customers, and inactive contacts. Record where each connection started.
Company accounts
Group contacts around a business with its website, industry, address, and account notes.
Relationship ownership
Assign a contact owner so your team knows who is responsible for the relationship.
Know where every opportunity stands.
Shape one company pipeline around the way your team actually sells.
Custom pipeline stages
Set stage names, colors, ordering, and probabilities to reflect your sales process.
Opportunity records
Track a deal’s USD value, expected close date, source, owner, and linked contact or account.
Won & lost outcomes
Keep closed opportunities in your sales history and record the reason a deal was lost.
Stage-based forecast
Use open-stage probabilities to calculate a weighted view of your current pipeline.
Turn a good conversation into a next step.
Keep the work moving with clear deadlines and people responsible for it.
Assigned follow-ups
Create tasks for team members and connect them to a contact or opportunity.
Due dates & priorities
Set a deadline and low, normal, or high priority to help organize the day.
Calendar view
Review scheduled CRM tasks in a calendar alongside your task list.
Completion & overdue tracking
Mark work complete, reopen a task, and see which follow-ups need attention.
Keep the context. Find the detail.
Build a useful record of your team’s customer relationships.
Activity timeline
Manually log notes, calls, emails, and meetings with the person and time recorded.
Search & filters
Find contacts and opportunities, narrow contact status, and focus your lists.
CSV exports
Export filtered contacts or opportunity report data for work outside the CRM.
Archive & restore
Move records out of active views and restore eligible records with their history and links.
See the story in your sales activity.
Review totals drawn from your company’s active CRM records, in USD.
Company overview
See open deals, pipeline value, upcoming tasks, and recent activity in one place.
Sales outcomes
Review won value, win rate, average won deal, and completed tasks.
Stage & source reports
Compare opportunity counts and values by stage and recorded lead source.
Team performance
Review opportunity ownership, open pipeline, and won value across team members.
Keep the customer connected to the work.
Carry a won opportunity into your existing KanderBooks business tools.
Linked customer handoff
Use an authorized won-deal handoff to connect the opportunity to a KBPOS customer.
Project preparation
Prepare a linked project so delivery can continue from the sales relationship.
Draft invoice preparation
Prepare a linked draft invoice for review by a team member with the right access.
Apps & bridges
Move between available company tools with your selected company and permissions.
One platform. Your company’s workspace.
Give your team a familiar home with access suited to their responsibilities.
One KanderBooks sign-in
Use your eligible business client account across CRM and KBPOS.
Company workspaces
Keep each company’s contacts, opportunities, tasks, and settings in its own workspace.
CRM team roles
Manage owner, manager, sales, and viewer access for existing KanderBooks identities.
Workspace settings
Set your company display name and time zone, with shared KanderBooks profile controls.
Available actions depend on your plan, role and any required provider connections. Demo records and visual previews are fictional.
Make the next conversation count.
- 01
Capture the connection
Add the contact and company, record the source and choose an owner.
- 02
Move the opportunity forward
Set the stage, expected value and follow-up tasks as the conversation develops.
- 03
Prepare the handoff
Record the win and let authorized team members prepare delivery and billing.
Build the setup that fits.
Business add-ons work with KBPOS Core. Professional services and any setup work are scoped and quoted separately.
Explore related professional support →Core + CRM Pro
$204 USD / month
- KBPOS Core
- $125
- CRM Pro add-on
- $79
Core includes 5 internal users. Additional capacity and applicable taxes are separate.
The setup request does not subscribe you or take payment. Existing clients can review their subscription in the client workspace.
Good questions.
Straight answers.
Know what you’re choosing before you take the next step.
Talk it through with us ↗Is CRM Pro a separate subscription from Core?
CRM Pro is an optional business add-on to KBPOS Core. The current Core, add-on and combined monthly prices appear below.
Does CRM send marketing emails or text messages?
The current CRM records calls, emails, meetings and notes and organizes tasks. It does not send marketing campaigns, SMS or calendar invitations, or synchronize external calendars.
What do the reports show?
Reports summarize active company CRM records in USD, including stage, source, ownership and outcomes. Weighted forecasts use your stage probabilities and are not guaranteed revenue.
Does closing a deal charge the customer?
No. An authorized handoff can prepare linked records and a draft invoice for review. Sending an invoice or charging a customer remains a separate authorized step.
Is a CRM AI assistant included?
CRM AI summaries, suggested follow-ups and message drafting are planned, not current features. The tools listed on this page describe the available CRM workflows.