CRM

Michel, did you call the prospect back?

Converting a prospect into a loyal customer is one of the most complicated professional tasks to accomplish. Not with Kafinea.

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Prospects

Optimize Your Prospect Management

Manage your priority prospects by filtering them according to their progress status. Through automatic filters, new prospects are automatically directed to the teams or employees best suited to interact effectively with them.

You can convert a lead with one click: import data from the prospect record to a new customer record and retain the history of your interactions.

Customer Relations

Get Closer to Your Customers

Obtain a complete view of your customer data on a single screen: their contact information, their industry sector, their areas of interest, and the marketing campaigns they came from.

You will also be able to keep track of your various interactions, quotes and invoices sent, and many other details providing you with better professional qualification.

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Campaigns

Prepare Impactful Campaigns

Kafinea allows you to manage your email, SMS, radio, or TV campaigns with your prospects and visualize the results of these campaigns.

Using Kafinea’s filtered views, filter prospects who will be most likely to respond to the campaign by industry sector or geographic location, for example.

Teamwork

Collaborate for Your Marketing Success

Since a prospect often needs to interact with multiple contacts, a Comments section can be activated on records of your choice to facilitate the sharing of information and documents. No more misunderstandings or lost information: your sales team will always be up to date.

Automation in the Service of Marketing

  • AI Assistant for Text Fields

    Automatically summarize, expand, rephrase, or correct your textual content to gain precision and fluidity.

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • AI-powered advanced search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries, and provides relevant results.

  • AI-Powered Automations

    Integrate AI prompts into your workflows to automate calculations, analyses, and decision-making based on your ERP data.

  • Autonomous AI Agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the necessary order, and continuously adapt their actions.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Interactive AI Chatbot

    Ask questions about the data you have access to and receive instant answers, in text, tabular, or graphical format.

  • MCP Server for External AI

    Connect external artificial intelligence to Kafinea to enhance your automated processes and expand your capabilities.

  • Reminder notifications

    Customize your reminders (pop-up window, email, or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled Reports

    Configure periodic email delivery of a report in table or chart format.

  • Web forms

    Import the data received from a contact form and use it in Kafinea.

  • Webhooks

    Send data to other platforms regarding an event that has just occurred.

Advanced Marketing Features

  • Advanced per-user access rights

    Choose which actions are allowed or which information is visible for each user, down to the field level.

  • Comments with Attachments

    Share information and documents between collaborators via the Comments block in Kafinea records.

  • Customizable fields

    Add your own input fields, picklists, date pickers, URLs, etc.

  • Dependent Picklists

    Establish a relationship between two picklists, enabling the choices in one to dynamically adjust based on the selection in the other.

  • Dynamic and Customizable Email Templates

    Easily create your own dynamic email templates using shortcodes.

  • Dynamic and customizable PDF templates

    Design as many dynamic PDF templates as desired using shortcodes.

  • Email and SMS Campaigns

    Create and manage various types of marketing campaigns: email, SMS, radio, or TV.

  • Filtering records by tag

    Group different records under the same tag to easily find them in one place, even if they come from different modules.

  • Relational tabs

    Switch from one record to another related record in one click via relational tabs.

  • Reports and Charts

    Visualize real-time key information from your chosen module via tabular and graphical reports.

  • Send SMS

    Send a text message to a prospect, customer, supplier, or collaborator with one click.

Basic Marketing Features

  • Campaign Budget

    Establish a campaign budget along with projected revenue, expected ROI, and other KPIs.

  • CSV Data Import

    Import data via a CSV file by mapping the columns from the original file to Kafinea fields.

  • Custom naming sequences

    Set the prefixes and suffixes for your document names and their incrementing.

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Customizable dashboards

    Create your own individual dashboards and easily find the information that matters to you.

  • Dynamic Widgets

    Create your own widgets on your dashboards and visualize your data more easily.

  • Export Data to PDF Format

    Export the data of your choice to PDF format.

  • Filter tickets by priority

    Set a priority level for each ticket to make it easier to handle urgent requests.

  • Filtered views

    Create data lists with filtered views that you require on a regular basis.

  • Illustration Images

    Illustrate your listings with an image for easier identification within your interfaces.

  • Personal Calendar

    Add one-time or recurring activities and tasks to your Kafinea calendar and manage your schedule.

  • Record duplication

    Duplicate a record in one click.

  • Record Tracking

    Be notified of updates to a record you follow, resulting from an action by a colleague or an automation.

  • Sending Emails

    Send an email to a prospect, customer, supplier, or collaborator with one click.

Related Pages

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