Hey Gary, did you call the prospect back?

Turning a lead into a loyal customer is one of the most complicated business actions there are. Not with Kafinea.

Discover
Request a demo
kafinea logo svg

Leads

Optimize your leads and prospects 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 prospect with a single click: import the data from the prospect record into a new customer record, and keep the history of your interactions.

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.

kafinea logo svg

Campaigns

Prepare high-impact campaigns

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

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

Teamwork

Contribute to your marketing success

Since a prospect is often required to speak to several different people, a comment section can be activated on the records of 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.

Automation for marketing

  • 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.

  • 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 marketing features

  • Advanced access rights management

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

  • 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.

  • 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.

  • Marketing campaigns

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

  • Picklists dependency

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

  • 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.

  • Turning leads into opportunities

    Create a commercial opportunity from a lead once he has been converted in just one click.

  • Turning prospects into contacts

    Turn the person you’ve contacted at the lead company into a customer account contact in just one click.

  • Turning prospects into customer accounts

    Turn a prospect record into a customer account record with a single click.

Basic marketing features

  • Adding images to files

    Illustrate your Kafinea records with an image.

  • 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.

  • 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.

  • Marketing campaign budget

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

  • 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.

  • 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.

  • Sections in accounting documents

    Divide the lines of your accounting documents into sections to make them easier to read for your customers and suppliers.

  • 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