CMS and Add-Ons
If you jump between kpi.com CRM tool and your Outlook all day long then kpi.com’s Outlook plugin is a must product to install and benefit from it.
You can decide when to synchronize your calendar, contacts, CRM tasks between Outlook and kpi.com whether it is automatic or scheduled. This tool has a great value to anyone who uses Outlook as their email client application and at the same time access their cloud CRM data on kpi.com.
You can do the followings with kpi.com Excel plugin:
Kpi.com’s Excel plugin allows you to enter your timesheet hours without leaving Excel.
You can import your contacts, cases, leads from kpi.com into Excel and update the data in the spreadsheet and in kpi.com directly from Excel.
- You can generate Gantt chart of your projects in Excel, not even opening your kpi.com in the browser.
Easy access to your kpi.com account from anywhere, even when you are on the move. Easily manage your CRM, Project Management, Accounting and HRMS activities with your kpi.com for Mobile Application which is available for iOS and Android devices. You can quickly create your tasks, send expense claims, sales invoice, view latest project updates at a blink of an eye right from your iPhone / Android phones
kpi.com provides flexible and easy to use Storefront and E-commerce fully integrated with Inventory Management and CRM modules. You can build your own storefront with pre-built kpi.com templates or with your own corporate colors and styles. All signups to storefront are imported to kpi.com as leads. All sales are imported to kpi.com as cash sales or invoices. We also support Paypal and Google checkout payment gateways.