Sales automation

Why stay with a manual gearbox when you can switch to an automatic?

Sales data is often scattered across multiple systems, making it difficult to coordinate sales tasks—and even more so to automate them. Not with Kafinea.

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Centralization of sales data

Maintain a comprehensive and consistent view of your sales, inventory, and finances

Centralize your sales data in a single software solution and see for yourself the power of a single source of truth (SSOT). Carry out all the operations that make up the sales funnel directly in Kafinea:

  • Sales tracking
  • Quote creation
  • Sending for electronic signature
  • Receiving and processing orders
  • Dynamic updating and replenishment of physical or virtual inventory
  • Invoicing, issuing credit notes, and sending reminders
  • Warranty tracking
  • Sending marketing communications

Task automation

Eliminate repetitive, time-consuming actions

Transform your lead management approach by automating certain manual tasks with Kafinea workflows. The software enables fast, accurate lead assignment to sales representatives, as well as the automatic creation of tasks for effective follow-up with your prospects.

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Targeted campaigns

Ensure personalized and effective follow-up for your leads

Create targeted email or SMS campaigns and follow-up tasks for each prospect. This allows you to quickly identify the most promising opportunities and focus your efforts where they are most likely to succeed.

With dynamic email templates, personalize your customer approach and maximize your chances of closing a sale.

Built-in forms

Connect your contact forms to your CRM module

Create forms that are easy to embed and design on your website. Let leads register themselves directly in the prospect database of your Kafinea instance. This is one less step for a sales representative and increases your responsiveness.

Automation in support of sales

  • 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.

  • Automatic reminders

    Configure different reminder levels for unpaid invoices, from a simple email to sending a registered letter with acknowledgment of receipt.

  • Autonomous AI Agents

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

  • Billing type per project task

    Choose flat-rate or time-based billing for each project task and simplify your invoicing automation.

  • Customizable price lists

    Create and apply specific price lists for your customers and suppliers to save time during your transactions.

  • Customizable workflows

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

  • Electronic signature

    Send your documents for electronic signature via YouSign directly from Kafinea and trigger actions as soon as the signature is received.

  • 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 sales automation 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.

  • Differential Invoicing

    Streamline your project invoicing tracking with our progress invoicing assistant.

  • 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.

  • Parent company Invoicing

    Choose to invoice the parent company when doing business with multi-company entities.

  • Recurring Invoicing

    Invoice your subscriptions automatically and recurrently according to the frequency of your choice.

  • 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.

  • Usage-based Invoicing

    Trigger a recurring invoice based on usage retrieved via API or entered manually.

Basic sales automation features

  • Auto-fill Client Information

    Simply import all client information (postal address, SIRET number, email, etc.) into your documents by selecting the client.

  • Custom naming sequences

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

  • 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.

  • Multi-currency management

    Do business with your international customers—Kafinea supports multiple currencies.

  • Personal Calendar

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

  • Sending Emails

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

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