Kafeo

Kafeo is a software solution offered by Apiris that aims to assist businesses in managing client relationships, creating and managing invoices and quotes, and streamlining overall business operations. According to the vendor, Kafeo is suitable for small to medium-sized businesses and is utilized by a variety of professions and industries, including freelancers, self-employed professionals, small business owners, service-based industries such as consulting, marketing, and IT, tradespeople and contractors, as well as retail and e-commerce businesses.

Key Features

Devis - factures: According to the vendor, Kafeo allows for the creation and editing of quotes and invoices. It offers features such as the management of different VAT rates or exemptions for micro-enterprises and self-employed individuals, visualization and printing of documents, backup and archiving capabilities, and the generation of documents in PDF format for online sending. The vendor also states that Kafeo provides one-click transformation of quotes and purchase orders into invoices, automatic incrementation of quote and invoice numbering, integration of logos on documents, and the ability to track invoicing and reminders.

Gestion des clients: The vendor claims that Kafeo enables businesses to customize contact categories and manage contact records for clients, prospects, suppliers, and more. They state that it facilitates the management of customer relationships by taking into account all commercial exchanges, such as phone calls, emails, meetings, etc. According to the vendor, the exchange history is readily available on the contact record, allowing for efficient customer relationship management.

Gestion de planning: According to the vendor, Kafeo simplifies planning tasks by allowing users to program recurring tasks, set priorities, and set alarms. They state that this feature ensures that important appointments, payment reminders, mailings, and phone reminders are properly scheduled and organized.

Installation: The vendor claims that Kafeo offers a step-by-step installation process that can be easily completed on both Windows and Mac platforms. They state that it provides the flexibility to be installed on multiple computers or in a network, and even offers the option to install on a USB drive for added convenience.

License Activation: According to the vendor, Kafeo simplifies the license activation process by automatically generating activation keys. They state that users can easily install these keys to unlock the software. In case of any issues, the vendor provides a process for obtaining new activation keys and troubleshooting activation key errors.

Data Backup: The vendor claims that Kafeo ensures the safety of business data by offering the ability to backup data to external storage. They state that it provides a straightforward process for duplicating the "Kafeo" directory and offers regular backup recommendations. Additionally, users can benefit from a tutorial video on data backup to ensure proper implementation.

Updates: According to the vendor, Kafeo offers free updates for all customers, focusing on enhancing usability and functionality. They state that it provides a simple process for downloading and installing updates, ensuring that existing data remains unaffected.

Tax Settings: The vendor claims that Kafeo provides flexibility in changing tax rates on invoices and quotes. They state that it supports VAT self-liquidation and allows for the configuration of displaying VAT on documents. The vendor also states that the software provides support for different tax rates and customizable labels.

Logo Display: According to the vendor, Kafeo allows users to display their company logo on documents, enhancing brand identity. They state that it offers customization options for document headers and footers, ensuring compatibility with different logo file formats. The vendor also provides tips for optimal logo display.

Templates: The vendor claims that Kafeo simplifies document creation by allowing users to duplicate existing documents and customize document templates. They state that it offers the creation of notes and honorariums, and provides helpful tips for creating multi-page quotes.