We guarantee your warranties. Yup, you read that right.

Forgotten or expired warranties disrupt customer relations. Not with Kafinea.

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Centralized management

Don’t lose sight of the warranties offered to your customers

Easily access all current customer warranty information from your personal dashboard, thanks to Kafinea’s customizable widgets.

Detailed history

Keep track of precedents

Find out about all past incidents and how your customers have invoked their warranties in Kafinea’s Warranty Tracking module.

Generate reports enabling you to visualize your customers’ recourse to their warranty. Refine your offers to match your customers’ real needs.

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Module synchronization

Connect your sales and contracts to their warranties

Thanks to Kafinea’s relational tabs, you can find the warranty associated with a product or a customer contract in just one click from its record.

Automatic alerts and reminders

Protect your customers from unpleasant surprises

Nobody likes it when a warranty has expired just when they need it. Don’t leave your customers in the dark: trigger reminders to your customers by email or SMS when their warranty expires.

Automated warranty tracking

  • 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 warranty tracking 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.

  • 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.

  • 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 warranty tracking features

  • Adding images to files

    Illustrate your Kafinea records with an image.

  • 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.

  • 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.

  • 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.

  • 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.

Related pages

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