Hey Gary, did you call the prospect back?

Turning a prospect into a loyal customer is one of the most complicated professional actions to carry out. Not with Kafinea.

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Prospects

Optimize your prospect management

Manage your priority prospects by filtering them according to their progress. Thanks to automatic filters, new prospects are automatically directed to the teams or collaborators best placed to interact with them effectively.

You can convert a lead with a single click: import the data from the prospect record into a new customer record , and keep a history of your exchanges.

Customer relations

Get closer to your customers

Get a complete view of your customer data on a single screen: contact details, industry sector, interests and marketing campaigns.

You'll also be able to keep a record of your various exchanges, quotes and invoices sent, and a whole host of other information, giving you a better understanding of your business.

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Campaigns

Prepare high-impact campaigns

Kafinea lets you manage your email, SMS, radio or TV campaigns with your prospects, and visualize their results.

Thanks to Kafinea's filtered views, you can filter the prospects most likely to respond to your campaign by sector of activity or geographical location, for example.

Teamwork

Contribute to your marketing success

Since a prospect often has to deal with several different contacts, a comment block can be activated on the records your choice to facilitate the flow of information and documents. No more misunderstandings or lost information: your sales staff will always be up to date.

Marketing automation

  • Autonomous AI agents

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

  • REST API

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

  • AI assistant on text fields

    Have your textual content automatically synthesized, lengthened, reformulated or corrected for greater precision and fluidity.

  • AI-powered automation

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

  • Interactive AI chatbot

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

  • Connected web forms

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

  • Reminder notifications

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

  • AI Prompt

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

  • Scheduled reports

    Set up the periodic emailing of a tabular or graphical report.

  • Advanced AI search

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

  • MCP server for external AI

    Connect external artificial intelligences to Kafinea to enrich your automated processes and extend your capabilities.

  • Webhooks

    Send data to other platforms about an event that has just taken place.

  • Customizable workflows

    Create your own workflows to automate the creation of a record, the updating of a field, the sending of an email and much more.

Advanced marketing features

  • Marketing campaigns

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

  • Customizable fields

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

  • Comments and attachments

    Share information and documents with colleagues via the Comments block on Kafinea records.

  • Sending SMS

    Send a text message to a prospect, customer, supplier or colleague in just one click from their record.

  • Tag filtering

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

  • Advanced access rights management

    Choose which actions are feasible or which information is visible to a group of users, down to the smallest field.

  • Dynamic PDF templates

    Design as many dynamic PDF templates as you like using shortcodes.

  • Relational tabs

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

  • Dependent picklists

    Create a relationship between two picklists so that the choices available in one dynamically adapt to the choice made in the other.

  • Reports and charts

    View key information on the module of your choice in real time via tabular and graphical reports.

  • Dynamic email templates

    Create your own dynamic email templates easily using shortcodes.

  • Turning prospects into business

    Create a business deal on behalf of a prospect in just one click, once they've been converted to a customer account.

  • Converting prospects into customer accounts

    Turn a prospect record into a customer record in just one click.

  • Converting prospects into contacts

    Turn the person you contacted at the prospect company into the record contact for the customer account with a single click.

Basic marketing functions

  • Add images to records

    Illustrate your records with an image to make them easier to identify.

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Marketing campaign budget

    Establish a campaign budget, including projected sales, expected ROI and other KPIs.

  • Personal calendar

    Add one-off or recurring activities and tasks to your Kafinea calendar and keep control of your schedule.

  • Manual creation

    Generate simple, clear and professional documents in just a few clicks.

  • Record duplication

    Duplicate a record with one click.

  • Send email

    Send an email to a prospect, customer, supplier or colleague in just one click from their record.

  • Export to PDF format

    Export the data of your choice in PDF format.

  • Filtering by priority

    Define a priority level for each record to make it easier to deal with emergencies.

  • CSV import

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

  • Business link

    Link the documents you issue to a business deal.

  • Customized naming sequences

    Set prefixes and suffixes for your document names and their incrementation.

  • Record tracking

    Be notified when a record you are monitoring is updated by one of your colleagues.

  • Customizable dashboards

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

  • Filtered views

    Create the data lists with filtered views you need on a regular basis.

  • Dynamic widgets

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

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