Customer relations
CRM
Customer relationship and sales follow-up
Centralize prospects, contacts and customer interactions.
Activation in Koba
The module is activated from your workspace and stays connected to your content, requests and workflows.
- 1Centralize contacts
- 2Qualify leads
- 3Track opportunities
What this module brings
The main capabilities to activate in your Koba workspace.
Track opportunities and follow-ups
Keep customer history visible
Designed to work with Koba
The module stays connected to your organization content, requests and workflows.
Clear sales follow-up
Leads, opportunities, activities
The CRM brings leads, contacts, opportunities and follow-ups into one workspace. The team quickly sees what needs attention, what is moving forward and what requires action.
Customer relations connected to Koba
From first contact to operations
Customer information can feed quotes, requests, tasks and other Koba modules. Sales follow-up does not stay isolated in a separate tool.
Complementary modules
Add other building blocks as your organization evolves.
Connected website
Publish content and turn incoming forms into actionable business requests.
- Showcase your activity
- Collect incoming requests
- Connect forms to workflows
Invoicing
Create quotes and invoices, then keep payment follow-up under control.
- Prepare quotes and invoices
- Track payment status
- Organize billing follow-up
Kanban
Organize projects and operational work visually with boards and cards.
- Structure projects
- Move tasks through stages
- Keep team progress visible
Activate this module in your Koba workspace
Create your workspace, choose the modules you need and evolve your organization progressively.