Customer Resource Management (CRM)

Custom CRM Software

Custom CRM software has several advantages over traditional subscription-based solutions. 

HIGHER PRODUCTIVITY

Custom-coded CRM software allows your business to achieve higher levels of productivity and higher profits by streamlining business workflow.

NO MONTHLY FEES

Monthly CRM fees can add up fast, especially if the service charges per user. Custom CRM software allows you to make a one-time investment that will save you time and money in the long run. 

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Tailored to YOUR BUSINESS

The software is designed from the ground up for your business, so you won’t need to jerry-rig anything. It will just work.

UNLIMITED INTEGRATIIONS

Because the software is custom-coded, we can integrate it with existing services including productivity software like Google Calendar, email & SMS solutions, payment processing, and just about anything else.

SUPERIOR REPORTING

Owning your CRM software means superior reports and insights, including custom reports and real-time visibility into your performance.

Custom Features

Add custom modules for different departments and control access to reports, data, and features based on user role. With a custom-coded solution, the sky’s the limit. 

FEATURES

Ksense apps include secure user authentication for all users, including custom user roles and permissions, user management for administrators, and password reset functionality. Invite new users to the platform with temporary login credentials, and they will be prompted to change their password on login.

Navigate and view jobs easily with the calendar. The calendar displays the job title, address, and status of the job. Clicking on a job will open details about the job. You can move jobs around on the schedule by clicking and dragging, it's that easy. You can also search for jobs with the search box.

Every business is unique, which means you need unique ways to track opportunities, leads, and clients. Custom CRM software gives your business the ability to customize your sales workflow so it integrates seamlessly with operations.  

Invoicing Capabilities

Invoicing is the heart of any business, no invoices being sent out, means no money coming in.

Invoice Editing

Invoice Editing allows for the invoice which is created along with the job to be edited. Line items can be added, modified, discounted, and deleted giving you the ability to outline your costs perfectly.

Invoice Management

This page allows you to browse and manage client invoicing. You can see all of the invoices from this page and their respective status. Export options include PDF and CSV. Invoices can be queried based on field records.

Digital Signatures and Invoice Delivery

Email your invoices to your clients or have it available to sign digitally on a tablet. Invoices include work agreements and contract terms. Small features like this prevent unnecessary paperwork, saving you time and money.

CRM Case Study

Custom Electrition CRM With Custom Job Details and Tracking

There is a lot of functionality on this page. Starting at the top we have the job with edit/delete and status information. To the right job, statistics are shown with payment detail information being shown at a glance. In the center of the page are client details and client billing details.

Beneath the billing details is the estimates section. From here you can add multiple estimates to the job and ultimately decide on one with the client. Below the estimates are the client history timeline, this shows the entire client history since the client entered the system, all calls, estimates, photos, everything. To the right of that we can record any complaints, and above that is the visits. The visits determine how many visits a specific job will take.

Custom Fields

Fully customizable layout including custom fields for all job details.

Statistics and Reporting

Calculations are made automatically based on job details. The data can then be aggregated into custom reports.

Image Upload

Users can upload images from their mobile devices in the field. 

Running Change Logs

All changes in the application are logged and stored for future reference or analysis.

Benefits of Working With Ksense

U.S. Based Development

When working with Ksense, you won’t Have to worry about miscommunication or foreign time zones. Our US-based development team is ready to get your project done right the first time.

Superior Development Process

We use agile software development methodology combined with state-of-the-art project management software that gives you full visibility and control of your development tasks.

Excellent Communication

Ksense utilizes Calendly for on-demand meeting scheduling. Our clients also have 24/7 access to our project management system including instant messaging capabilities, task creation, and more.