Sales and CRM
Great client work starts with the sale
Clients expect what you promised in the quote. In Kelomo, sales and project teams share client details, and the accepted quote gives the team a basis for planning. Follow each deal through to profitable client work.
Included in the Sales, projects and billing add-on · €9/user/month
Follow up at the right time
A call you promised for today, a follow-up that is overdue, a deal that has stalled. Kelomo brings these into view so you know who to follow up with today.
Your colleagues know what was agreed
Contacts, messages, quotes and projects are kept together for each client. Colleagues can share the relationship and continue a conversation when the account owner is away. The Microsoft 365 connection adds client emails to that shared history.
Add a customer using their business ID
Kelomo retrieves customer details from Finland’s Business Information System using the business ID. Spend less time entering basic details and more time on the customer relationship.
What was sold? The team already knows
Use the accepted quote’s scope, price and sections as the basis for the project budget and phases. The delivery team can see what was promised and start planning the work.
- Make it easy for the client to decide The client sees the scope and price and can accept through a link. Their response is saved with the quote.
- A familiar service, a quote from a template Quote templates and saved items with prices make repeat services easier to sell.
Make sure extra work gets billed
Client needs can change during a project. Kelomo keeps the scope, price and approval of extra work with the project, so changes beyond the original agreement are available when it is time to invoice.
- Billable hours, instalments and approved extra work are collected from the project for review.
Will Kelomo fit your sales team?
Can we import our existing clients and leads?
Yes. Clients, contacts and leads can be imported from CSV. Projects and tasks can be imported too, so you can try Kelomo with work your team already knows.
Do we need to change email apps?
No. You can connect your Microsoft 365 mailbox to Kelomo. Alternatively, save client emails by adding the Kelomo capture address as a BCC recipient.
Does the client need an account?
No. Clients can approve quotes and extra work through a link.
Are CRM and projects separate add-ons?
Sales, CRM, quotes, projects and invoicing belong to the same add-on, Sales, projects and billing. Calculate your user count and monthly price on the Pricing page.
Try Kelomo on your next client project
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Guides on this topic
- Quote content and binding effect: what to write in it and how long it binds When a quote binds the party that gave it, how long it stays valid and what to write in it so acceptance becomes an agreement that holds to the invoice.
- The customer register and data protection: what a salesperson may store and send Who direct marketing may be sent to without consent, what is recorded about a contact in the customer register, and how long the data is kept.