Name: KiBiz
Price: 39 USD
Author: KiBiz Systems

Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Image Recognition

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Contract Management

Supply Chain Management

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Technical Skills Assessment

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Integration

Data Mapping

Data Privacy Management

Database Load Balancing

Database Performance Monitoring

Debugging

Edge Computing

Event Monitoring

Fraud Detection

Governance, Risk & Compliance

IT Asset Disposal

Integration Platform as a Service (iPaaS)

Internet Security

Managed Hosting

Master Data Management (MDM)

Network Diagnostics

Network Performance Monitoring

Secret Managers

Security Analytics

Storage Management

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

WAN Optimization

Wireless LAN

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Community

Computer-Assisted Translation

Content Management

Digital Rewards

Email Marketing

Marketing Analytics

Marketing Automation

Predictive Analytics

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Consulting

Sales

Microsegmentation

Security

Animation

Chargeback Management

Chiropractic

Construction Management

Tax Practice Management

Vertical-Specific

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KiBiz is a comprehensive business management platform designed to streamline operations, improve efficiency, and boost productivity for small to medium-sized businesses. It offers a wide range of modules and features that encompass various aspects of business management, including CRM, sales, inventory management, accounting, production management, and equipment rental management.

**Cloud First**: According to the vendor, KiBiz provides a cloud-based deployment option that enables seamless collaboration among teams, regardless of their location or working hours. It ensures stable access to the system with automated backups and secure encrypted connections.

**Optimal Performance**: KiBiz 9 introduces new features aimed at enhancing performance and productivity. These include sales and purchasing dashboards, a sales tracking map, a carton packing tool, and a customizable sales entry feature.

**Integrated Accounting**: KiBiz has a comprehensive accounting module that has been continuously refined over the course of 20 years. The accounting tools in KiBiz 9 offer a smoother and optimized user experience. They include a cash flow planning tool, interactive audit trail tools, customer-based account reconciliation, bank reconciliation tools, and a flexible allocation tool.

**New Growth**: KiBiz 9 introduces a robust CRM and marketing module designed to capture, nurture, and manage leads, ultimately converting them into opportunities and sales. It offers features such as email campaign planning and execution, lead management, opportunity tracking, quote generation and tracking, customer account management, customizable email templates, and marketing analytics data collection.

**Automations**: KiBiz is equipped with automation capabilities that streamline business processes, enhance data accuracy, and improve efficiency. According to the vendor, it can automatically generate sales orders, purchase orders, work orders, and production orders upon confirmation of a sale. Additionally, it can process eCommerce web orders, create new customers in the contacts module, and facilitate credit card payments.

**Expansion Through Integrations**: KiBiz offers API integrations to expand its functionality and integrate with various platforms and services. These include email marketing integrations, collaboration integrations, payment integrations, as well as shipping and fulfillment integrations.

**KiRentals for Equipment Rental Management**: KiRentals is an add-on module specifically designed for effective equipment rental management. It enables businesses to efficiently manage rentals by providing features such as availability checking, quote and contract building, equipment tracking, financial job monitoring, resource assignment, rental calendar view, task management through a job board, and optimization of truck loading.

**Customization**: KiBiz offers extensive customization options, allowing users to tailor the system to their specific business needs. According to the vendor, users can modify, enhance, and simplify the system as per their requirements. This flexibility enables the addition of custom features to achieve greater automation and speed in work processes.

**Data Migration**: Ki Systems provides tools and services to facilitate the smooth transfer of data from existing software to KiBiz. This includes import data templates and scripts for easy setup and data transfer. Additionally, they offer data conversion services for more complex or specialized data requirements.

Valuable Business Tool: Many users have found KiBiz CRM ERP to be a valuable tool for their businesses, offering the functionality and benefits they were searching for. 

Customizable Software: Users appreciate the ability to customize KiBiz software according to their specific needs, allowing for more efficient and effective workflows.

Exceptional Customer Service: The outstanding customer service provided by the KiBiz team has been praised by users who value quick responses to questions and requests, as well as accessibility and promptness in making changes and customizations.

Compatibility Issues with Cloud Deployment: Some users have experienced compatibility issues when trying to deploy KiBiz in the cloud with their local Mac-based computers and printers. This has caused frustration as it hinders their ability to access the software remotely. However, it is worth noting that KiBiz runs smoothly on local servers and networks.

Difficulties in Deleting Posted Items or Transactions: Users have encountered difficulties when attempting to delete items or transactions that have already been posted. This lack of flexibility can be frustrating for users who need to make changes or corrections. 

Reverting Changes and Inefficiencies: There have been instances where changes or fixes made to KiBiz revert back to previous issues or require further modifications. This inconsistency leads to inefficiencies as users need to invest additional time and effort into resolving these problems.

KiBiz software has been highly regarded by users for its ability to be customized to fit unique business needs. Users have found this feature particularly valuable as it allows them to avoid any restrictions and shape the software according to their specific requirements. Additionally, the staff support provided by KiBiz has received praise for its quick responses and efficient project turnaround times.

One of the key use cases of KiBiz is that it serves as a one-stop shopping solution for businesses, eliminating the need for users to use multiple programs for paperwork and business operations. This streamlines processes and improves overall efficiency. Moreover, users have emphasized how the ongoing support from KiBiz has been efficient and time-saving, making it a valuable aspect of the software.

Businesses operating in niche industries such as rental companies in the photo industry have found KiBiz critical to their success. The software's user-friendly interface, combined with quick training on its features, has made it easy for users to navigate and utilize effectively. KiBiz has also played a significant role in enhancing the professional appearance of quotes, contracts, proposals, invoicing, and receipts for businesses.

Another important use case of KiBiz is that it serves as a robust data management source for companies, improving overall operations and efficiency. Users have found it beneficial in handling their data effectively. Furthermore, the video chatting feature provided by KiBiz has facilitated an efficient process for customizing the system to meet individual needs.

Users have consistently highlighted the value of KiBiz compared to other options they have reviewed. Its affordability and range of features make it a worthwhile decision for businesses looking for comprehensive software solutions.

Overall, KiBiz has proven itself in various use cases across different industries by providing customization options, excellent staff support, streamlining business operations, improving professional appearances, enhancing data management capabilities, and offering great value compared to alternative options.

Basic

Starter

Team

Growth

Teamgate CRM

PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.

PlanPlus Online Planner Edition

PlanPlus Online Professional Edition

PlanPlus Online Business Edition

PlanPlus Online

KiBiz

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

KiBiz Systems

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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KiBiz

Overview

What is KiBiz?