CRM
Sales leads, tasks and orders with the same customers as on the invoices.
From the first lead to the invoice, with no retyping.
A lead moves through the sales pipeline to an order, with tasks and activities. Quotes and invoices are in the same program, so nothing is retyped between CRM and invoicing.
- Contacts and activities
- Order flow and sales dashboard
- CRM reports
Every lead has a stage, a priority and an owner.
A lead moves through new, research, proposal, negotiation and closed. You change the stage by dragging on the board, and priority marks the important deals. A closed deal is marked won or lost, so the sales numbers stay right.
- Board by stages
- Deals closed as won or lost
- Deleted leads stay in the archive
| Proposal | Negotiation |
|---|---|
| Primjer d.o.o. | Hotel Jadran |
| Obrt Ivić | Tvrtka d.o.o. |
The whole history with a customer in one place.
A call, meeting, e-mail or note goes on the lead as an activity, with the items discussed. The people in charge get an e-mail on every new lead and activity. Customers are the same as on invoices, so a won deal becomes a quote and an invoice without retyping.
- Items on an activity
- E-mail notices to the people in charge
- The same customers as on invoices
| Activity | Date |
|---|---|
| Call: kitchen needs | 04.11. |
| Meeting at the hotel | 07.11. |
| Quote sent | 10.11. |
What CRM includes
- Sales leads and sales pipeline
- Tasks
- Contacts and activities
- Order flow
- Sales overview and dashboard
- Lead and activity types
- CRM reports
In the Premium plan.
Registration is free and needs no card. You can change the plan as the business grows, with the same data.
| Starter | Standard | Business | Premium | |
|---|---|---|---|---|
| Leads and pipeline | – | – | – | ✓ |
| Contacts, activities, dashboard | – | – | – | ✓ |
| CRM reports | – | – | – | ✓ |
Frequently asked questions
Is the CRM a separate program?
No. The CRM is part of Kigo.Cloud and uses the same customers, items, quotes and invoices.
Related areas
Vehicle sales
Car dealership: from the vehicle entering stock to the customer invoice.
Vehicle service
From the booking and vehicle reception to the order, goods issue and invoice.
PDR
Hail dent repair: assessment per panel and a price from the price list.
Online booking
The customer books an appointment, and you see it in the calendar.
Assembly
Assembly by order, with a planner and a screen in the workshop.
Complaints
Every complaint has an owner, a deadline and a status the customer can see too.
Software that more than a thousand Croatian companies already rely on.
Kigo.Cloud is made by Symmetria d.o.o. from Zagreb and BID Grupa d.o.o. from Rijeka, a team building invoicing and fiscalization software since 2013, with support in Croatian and English.
Start working in Kigo.Cloud
Signing up is free, no card needed. For questions, write to us at [email protected].