Why stick to manual transmission when you can switch to auto?

Sales data is often scattered across several systems, making it difficult to coordinate sales tasks, let alone automate them. Not with Kafinea.

Discover
Request a demo
kafinea logo svg

Centralization of sales data

Keep a global, consistent view of your sales, inventory and finances

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

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

Task automation

Eliminate repetitive and time-consuming actions

Transform your lead management approach by automating certain manual tasks with Kafinea workflows. The software enables rapid and precise allocation of leads to sales reps, as well as the automatic creation of tasks for efficient follow-up of your prospects.

kafinea logo svg

Targeted campaigns

Ensure personalized and efficient follow-up of your leads

Create targeted e-mail or SMS campaigns and follow-up tasks for each prospect. This way, you can quickly identify the most promising opportunities and focus your efforts where they’re most likely to succeed.

Use dynamic email templates to personalize your customer approach and maximize your chances of closing a sale.

Integrated forms

Connect your contact forms to your CRM module

Create forms that are easy to integrate and design on your website. Let leads register themselves in your Kafinea instance’s prospect database. It’s one less step for a sales rep to take, and increases your reactivity.

Automation for sales

  • Automatic reminders on due date

    Set different levels of reminder for unpaid invoices, from a simple email to a registered mail with return receipt.

  • Automatic supplier orders

    Set a minimum replenishment threshold that triggers an automatic supplier order.

  • Connected webforms

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

  • Customizable price books

    Create and apply specific price books for your customers and suppliers and save time in your transactions.

  • 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.

  • Electronic signature

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

  • Invoice type by project task

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

  • Quick creation of a purchase order

    Order manually or automatically from your supplier in one click from an issued invoice.

  • Quick creation of delivery notes

    Generate a delivery note in one click from a sales order.

  • 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 sales automation features

  • Advanced access rights management

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

  • Choice of company to invoice

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

  • 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.

  • Recurring consumption invoicing

    Trigger periodic invoices based on consumption data retrieved via API or entered manually.

  • Recurring subscription invoicing

    Invoice your customer’s subscriptions automatically at the frequency of your choice.

  • 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.

Basic sales automation features

  • Adding products and services from a catalog

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

  • Advanced document personalization

    Customize your sales documents with your corporate colors thanks to Kafinea’s low-code PDF designer.

  • 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.

  • Converting quotes or purchase orders into invoices

    Convert a quote or or a sales order into an invoice with a single click.

  • 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.

  • Link to opportunities

    Link the documents you issue to a specific commercial opportunity.

  • Manual creation

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

  • Multi-currency compatibility

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

  • Multi-UoM (units of measure)

    Buy or sell in different units of measure, Kafinea standardizes and weights them for you.

  • Paper or electronic invoicing

    Send your invoices to your customers in their preferred format.

  • Personal calendar

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

  • Sending email

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

Related pages

Unleash your company’s potential now.

Request a demo