Clients & growth
Client management and sales pipeline CRM
Every lead, deal and conversation in one place. A shared registry of companies and contacts, a pipeline from first enquiry to won deal, and follow-ups that do not slip.
Leads get lost when they live in someone’s inbox. Kinetic VOC keeps every company, contact, conversation and deal in one shared registry that the whole organisation can use, with each company recorded once.
Move enquiries through a pipeline, record every conversation, and set follow-up tasks with owners and dates. When a client asks for their data to be exported or erased, the tools are there.
What you can do with client and sales pipeline management
Company and contact registry
Each company recorded once, with its relationship to you (prospect, customer, partner or former) and the people you deal with.
Leads, deals and pipeline
Track an enquiry from first contact to won or lost, and see pipeline figures at a glance.
Conversation history
Calls, meetings and messages recorded against the company and the person.
Follow-up tasks
Tasks with an owner and a date, so the next step is never only in someone’s memory.
Export and erasure tools
Export a client’s data or erase it when asked, with the action recorded.
Converting a lead reuses the company
A lead points at a registered company, so winning it does not create a duplicate record.
How it works
Add companies and contacts
Record each company once and add the people you deal with.
Track leads and deals
Move each enquiry through your pipeline and record every conversation.
Follow up and review
Work through follow-up tasks and review pipeline figures with the team.
At a glance
- Company and contact registry, each company once
- Leads, deals and pipeline statistics
- Conversation history and follow-up tasks
- Export and erasure tools for client data
Questions about this area
Is the CRM separate from the rest of the system?
No. It shares sign-in, permissions, the audit trail and reports with the rest of the system, and a lead points at a company you have already registered so nothing is entered twice.
Can I export or erase a client’s data?
Yes. Export and erasure tools are built in, and each action is recorded.
Who can see client records?
Only people whose role includes client access. Permissions are checked on the server for every request.
Who uses it
The same area is put to work differently in different organisations.
Consultancy & professional services
Run leads and deals from first conversation to won work, manage leave, appraisals and duties for every role, and report on people and pipeline together.
Real estate & property
Track enquiries and deals, keep owners, tenants and partners in one contact registry, and manage contractors and their invoices with proper approvals.
Ready to see it with your own organisation?
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