cms and add-ons

Overview

Kpi.com’s CMS and Add-Ons application responds to a wide range of the enterprises’ demands and contributes to the more convenient functioning. Easy in use Outlook plugin with the help of which CRM tool is integrated with program Outlook, mobile accessibility at any time and place, convenient adaptation of website design – these all are available with CMS and Add-on application of kpi.com. Once acquired it can be fully customized considering the nature and the corporate style of the enterprise contributing its development and growth.

Add-ons library

In kpi.com add-ons library, you can tweak and gear the application towards your needs. Each add-on comes with an additional monthly fee. After you request an add-on for your account, sales team representative will contact you and assist with setting up the feature in your company account. 

You can request the add-ons from the Accounting and Finance>>Settings>>Add-ons tab:

add-ons

Multiple Warehouse – Easily manage multiple warehouses and item locations by enabling this feature.

Serial Number Track – Attach serial numbers when receiving and selling items and be on top of serials via reports.

Landed Cost – Allocate expenses to your purchase items to arrive at better cost per item.

Double Tax – By enabling this add-on, you can apply two tax rates at the same time per line item in your Sales Invoice and Purchase Invoices. (Apt for Canada, Indonesia)

Outlook Plugin


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.

Excel Plugin


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.
  • Mobile


    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 Anytime.

    kpi.com store


    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.