Leads and pipeline
Open deals by stage on a board. Value, probability and the next step are visible at a glance.
Add-on
From lead to deal. From deal to invoice.
Sales in Kelomo runs as one chain: leads and activities, a quote with customer approval by link, a project with payment milestones and a finished invoice – in the same system where the work is done.
Included in the project management add-on · €7/user/mo
CRM
The next step is always in view.
Activities and agenda
Calls, meetings and tasks attached to the customer and the deal. Today’s agenda shows what to pick up next.
Email captured
BCC a message to Kelomo and it is filed on the right customer’s timeline.
The customer card collects everything
Contacts, deals, quotes, projects and billing – the whole relationship in one view.
Sales reports and target
Pipeline value, won deals and the funnel by stage – tracked against a monthly target.
A quote straight from the deal
Build the quote from the deal’s data without re-entry. The approval is recorded on the deal, and Kelomo proposes marking the deal won.
A view into the product
The pipeline on a board.
Quote to invoice
Quotes
Sections, a line catalogue, VAT breakdown and PDF. Templates for recurring work.
Approval by link
The customer approves or rejects via a secure link – no account needed. The decision and comment are recorded.
Quote becomes a project
An accepted quote turns into a project: sections become phases, the total becomes the contract, instalments become payment milestones.
Payment milestones
The contract sum falls due phase by phase. Release a completed phase to invoicing with one click.
Extra and change work
Change orders (ÄTA) are approved by the client in writing and invoiced on top of the contract – what was agreed stays on record.
Purchases and margin
Materials and subcontracting on the project, at sales price or at cost. Margin stays visible throughout.
Extra and change work
Extra work without paper slips or half-remembered agreements.
A change order is recorded, priced and sent to the client for approval. Through the link the client sees both the scope and the price – and signs off on both.
- A written OK, every time Approval via the link, or an on-site OK logged with a name and date. The trail is kept.
- Invoiced on top of the contract An approved fixed-price change order enters the billing data as its own line – under any billing model.
- Time and materials too An hourly change order works as documented authorisation, and the hours flow through as normal.
Invoicing
From invoice draft to finished invoice.
Billable hours, payment milestones, change orders, expenses and purchases are gathered into invoice drafts by customer or project. An approved draft becomes a numbered invoice that goes to the customer from Kelomo – or an export batch to your own system.
- Ready-made formats Netvisor, Procountor, Fennoa and Lemonsoft, plus a Finvoice file and a configurable CSV.
- The batch locks the lines An invoiced or exported line is never duplicated. Cancelling a batch releases the lines back in a controlled way.
- Billable utilisation in view See per person how much of their hours are billable – compared with the target.
Frequently asked
Questions about sales and invoicing
01 Does Kelomo include a CRM?
Yes. Leads, a sales pipeline, activities, customer cards and sales reports are part of the sales module. The difference from a traditional CRM is what happens next: in Kelomo a won deal becomes a project and billing data in the same system.
02 Can we import existing customers and leads?
Yes. Customers, contacts, leads, projects and tasks are imported from a CSV file, and a new customer’s basic details can be pre-filled from the Finnish Business Information System (YTJ) with the business ID.
03 Does the invoice go to the customer from Kelomo?
Yes. Kelomo numbers the invoice and sends it as an e-invoice through an operator or as a PDF by email, issues a credit note when needed and tracks open, paid and overdue invoices with payment reminders. Bookkeeping stays in your finance system. You can also keep exporting the billing data to your own system.
04 Does my customer need an account?
No. Quotes and change orders are approved via a secure link. The decision, name and comment are stored in the project history.
05 Where do payment milestones come from?
Automatically from the quote’s sections, or added to the project by hand. A milestone is released to invoicing when the phase is done – or when its due date arrives.
06 What if the client rejects a change order?
The rejection and its reason are stored. You can reopen, edit and resend the change order – or drop the work. Nothing is invoiced without approval.
From sale to invoice without loose documents.
Opening in September 2026 · 30 days free from launch, no card required