Kool CRM

Kool CRM is an online-based CRM application designed by BTS Software to assist businesses in maintaining client relationships and enhancing overall business performance. According to the vendor, Kool CRM is targeted at small to medium-sized businesses and is utilized by various professions and industries including sales and marketing teams, customer service teams, business development teams, professional services, and e-commerce companies.

Key Features

Dashboard: According to the vendor, Kool CRM provides a dashboard that offers an overview of leads, contracts, and the latest 5 sales, inventory, and projects. Users can conveniently track and monitor important information at a glance.

Mailbox: The vendor claims that Kool CRM enables users to efficiently manage their mailbox, allowing them to view and send emails with just a few clicks.

Contact Management: Kool CRM allows users to organize contacts into groups and customize the organization based on their specific needs. The vendor states that it provides a centralized location to store and manage all contact information.

Activities To Do: According to the vendor, Kool CRM allows administrators to add new activities for today or the next day. It provides the ability to edit, mark activities as done, and manage tasks efficiently.

Task Management: Kool CRM enables users to easily add new tasks and view or delete existing tasks, helping them stay organized and on top of their to-do lists.

Event Management: The vendor claims that Kool CRM provides a user-friendly interface to handle events, allowing users to easily create, view, and delete events with just a few clicks.

Sales: According to the vendor, Kool CRM helps users create better sales campaigns by analyzing past campaign data. It provides insights and data to improve future sales strategies.

Quotes: Kool CRM allows users to maintain quotes easily, create new quotes, view previous quotes, and manage quote information effectively, as stated by the vendor.

Invoice: Kool CRM enables users to create and manage invoices effortlessly. The vendor states that it provides a centralized location to view and track all invoices.

Payment: According to the vendor, Kool CRM offers a dedicated section for managing payments. Users can easily create new payments and track payment information.