A product by

Features

Everything Kore CRM does, page by page

Every feature has its own page: what it does, how it works, what you can do, the most frequent questions. Deep dives sit under the feature they belong to.

Kore CRM overview
A salesperson on the phone with a customer points at the deal pipeline on the monitor while a colleague looks on beside her

Finding customers

  • Finding customers

    Leads and qualification

    The business cards collected at a trade fair, the request that came in from the website, the name a colleague passed you over the phone: if they all land in your records, six months later you no longer know who is a customer and who is an address that never replied. In Kore CRM leads sit in a separate queue. You work them, discard them with a reason, and only the real ones become company, contact and opportunity.

  • Finding customers

    Companies and contacts

    The customer spreadsheet with “Rossi S.r.l.” three rows above “Rossi SRL”, VAT numbers copied by hand with one wrong digit, the same person saved by two colleagues in two different ways. In Kore CRM the company name is filled in from the VAT number, “Create” warns you if the record already exists, and the duplicates that slip through anyway are found and merged.

    In depth

Following the deals

  • Following up deals

    Pipeline and opportunities

    Open deals live in a spreadsheet everyone updates their own way, and the answer to “how much will we close this quarter?” takes half a day of phone calls. In Kore every deal is an opportunity on a column pipeline: you move it to the next stage by dragging it, each column adds up the value it holds, and whoever follows it finds data, activities and documents in a single record.

    In depth

  • Following up deals

    Activities and sequences

    The client said “let’s talk again on Tuesday”, the sticky note ended up under the keyboard and Tuesday came and went. In Kore every call, email or meeting to be done has a due date, a person and a reminder, and every morning the dashboard puts in front of you what is overdue, what needs doing today and which deals nobody has touched in weeks.

Working with the ecosystem

  • Working with the ecosystem

    Kore in the ecosystem

    Sales creates the client in the CRM, the back office types it again into the timesheet tool, the project makes a third copy, and the quote documents sit in a folder only the person who created it can find. Kore works on the same company registry as the other Kamzan apps and brings the document folders into the records: when the client signs, whoever comes next finds it already there.

Manage customers and sales with Kore CRM

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