Plan, collaborate, succeed!

The arrival of new projects and a reduced workforce often don’t mix well. Not with Kafinea.

Discover
Request a demo
kafinea logo svg

PROJECT TASKS

Visualize the extent of the (project) task

Get the visibility you need to drive success at every level of your business. Divide projects into tasks and assign them to your team to increase collaboration.

Create customized milestones for each project to simplify the overview of your work and improve overall project efficiency.

PROJECT MILESTONES

Take the steps that count

With project milestones, you can mark the key dates that count for your project and see whether you’re ahead, on time or behind schedule (it happens).

kafinea logo svg

FIXED-PRICE OR TIME-BASED INVOICING

Optimize your profitability

Manage your project accounting more accurately with automated invoicing and automated accounting, whether for fixed-price or time-based projects, or even a mix of the two. Track your margins in real time.

Comments and Documents

Promote collaboration in your projects

Streamline exchanges between team members. Quickly add a note or attach a file to any task and stay connected with your teammates. Forget endless project follow-up meetings.

gestion de projet pme kafinea

Automation for project management

  • Connected webforms

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

  • Customizable workflows

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

  • Invoice type by project task

    Choose flat-rate or time-based invoicing for each project task and easily automate your invoicing.

  • Project deadline reminders

    Set up notifications to the manager or collaborators when the due date for a project task is approaching.

  • 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

    Set up the periodic emailing of a spreadsheet or graphic report.

  • Webhooks

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

Advanced project management features

  • Advanced access rights management

    Choose which actions are doable or which information is visible to a group of users, down to each field.

  • Application management

    Open jobs or tasks and allow users to make themselves available.

  • Comments and attachments

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

  • Customizable fields

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

  • Differential invoicing

    Simplify your project invoicing follow-up with our progress invoicing assistant.

  • Dynamic email templates

    Create your own dynamic email templates easily using shortcodes.

  • Dynamic PDF templates

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

  • HR cost

    Calculate HR expenses for a given project based on employee time and hourly rates.

  • Picklists dependency

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

  • Project budget

    Define a provisional budget for each project to help you keep track of your expenses.

  • Relational tabs

    Switch from one record to another linked record with a single click via relational tabs.

  • Reports and charts

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

  • Sending text messages

    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 belong to different modules.

Basic project management features

  • Adding images to files

    Illustrate your Kafinea records with an image.

  • Adding products and services from a catalog

    Automatically import prices and quantities for your products and services from a catalog.

  • Automatic entry of customer’s information

    Import all your customer’s information (postal address, SIRET number, email, etc.) into your documents simply by selecting it.

  • Creating project milestones

    Define key dates by which a certain stage of a project must be completed.

  • CSV import

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

  • Customizable blocks

    Divide your forms into accordion blocks to group your fields.

  • Customizable dashboards

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

  • Customizable file naming conventions

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

  • Dynamic widgets

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

  • Filtered views

    Create data lists with filtered views you need on a regular basis and save time.

  • Manual creation

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

  • Manual payment entry

    Manually enter a payment received physically, by check or cash for example.

  • Multi-currency compatibility

    Do business with your customers abroad, Kafinea is compatible with multiple currencies.

  • PDF format export

    Export the data of your choice in PDF format.

  • Personal calendar

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

  • Priority filtering

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

  • Project tracking diagram

    Visualize your project tasks and milestones from a simple, attractive diagram.

  • Project tracking table

    View all current project tasks by priority and progress.

  • Record follow-up

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

  • Records duplication

    Duplicate any record in one click.

  • Sending email

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

  • Time tracking

    Keep track of the time spent by each employee on a specific project.

Related pages

Unleash your company’s potential now.

Request a demo