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Coming soon to the KobiTech suite

Kobi CRM - customers and pipeline in one place

Kobi CRM will bring all your customers and deals together in one clear place, from first contact to signed deal - fully connected to your WhatsApp conversations in KobiChat and your call history in KobiVoice. So your whole team works from the same customer view.

Start your free trial See what it will look like
Part of the KobiTech suite Will connect to your WhatsApp conversations Will connect to your call history in KobiVoice
Pipeline
BJBen Jarvis4 windows - first contactNew
SLSam LawsonQuote sentQuote
KVChris VernonDiscussing lead timeNegotiation
LDLottie WhiteSigned, installation bookedWon
Customer and deal management

From first contact to signed deal

Kobi CRM will bring customers and deals together in one readable pipeline, so nothing falls through the cracks.

Pipeline

Sales stages that follow your process

Every deal will move through the stages that match your sales process: new, quote, negotiation, won or lost. Your team can see at a glance where each customer sits - and where this month’s revenue is coming from.

  • Pipeline stages you set up yourself
  • Deals with value, owner and expected close date
  • An overview per team member and per stage
Pipeline overview
5New5 deals in progressStage 1
3Quote3 deals outstandingStage 2
2Negotiation2 deals, nearly closedStage 3
4Won4 deals this monthStage 4
All in one place

No more switching between systems

Every point of contact - a WhatsApp message, a phone call, a quote - will come together on the customer record.

Customer record

Chat, calls and the deal on one card

Open a customer in Kobi CRM and you will see the whole picture at once: the last WhatsApp message from KobiChat, the call history from KobiVoice and the status of the open deal - without changing screen.

  • WhatsApp conversations from KobiChat, attached to the record
  • Call history from KobiVoice alongside
  • Notes and labels your whole team can see
Customer record
WAWhatsApp conversation“Could you come round this week?”KobiChat
TBPhone call4 minutes, answered by SamKobiVoice
DLDeal - quote4 windows, in negotiationKobi CRM
The suite

Part of the KobiTech suite

Kobi CRM does not stand alone: it is being built to work with KobiChat and KobiVoice as one whole.

The KobiTech suite

One ecosystem, not a set of islands

Kobi CRM will not be a separate tool you have to wire up yourself, but a sister product to KobiChat and KobiVoice inside the KobiTech suite. Customer details, conversations and call history are shared, so you never have to hunt between systems.

  • One customer, the same picture everywhere
  • One team account for chat, calls and CRM
  • Personal support from the team that builds it
The suite
CKobiChatWhatsApp team inboxLive
VKobiVoiceBusiness telephonyComing soon
RKobi CRMCustomers and pipelineComing soon
Frequently asked

Questions about Kobi CRM

Is Kobi CRM the same as the mini CRM built into KobiChat?
Not quite. The mini CRM in KobiChat covers contacts and labels within your WhatsApp conversations, and you can use it today. Kobi CRM goes a step further with full deal records and a pipeline with sales stages - for businesses that want more structure in their sales process.
Is Kobi CRM built by KobiTech itself?
Kobi CRM is built specifically for the KobiTech suite and fully integrated with KobiChat and KobiVoice. For you as a user that makes no difference: one login, one customer view, and support from the KobiTech team.
Will I see my WhatsApp conversations in Kobi CRM?
Yes. Once Kobi CRM is live, your WhatsApp conversations from KobiChat will be attached to the customer record, so the conversation and the deal status sit together. Channels other than WhatsApp will follow later.
Will my call history end up in Kobi CRM too?
Once you use KobiVoice for your business telephony and Kobi CRM is live, your call history sits with the customer automatically - just like your WhatsApp conversations.
Read next

More from the suite

Contacts in KobiChat

The built-in mini CRM

Read more -> The KobiTech suite

The full package

Read more -> KobiVoice

Business telephony

Read more ->

Ready for a pipeline you can actually read?

Start free with KobiChat today and grow into Kobi CRM and KobiVoice within the same suite - everything connected, from one supplier.

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