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Konis Software
CRM platform

Every contact and every deal, in one CRM

KickOff CRM joins five teams around the same customer: sales (KickOff SALE), marketing (KickOff PROMO), customer support (KickOff SERVICE), tasks (KickOff TASK) and the contact base (KickOff TRACK). A lead that arrives through a campaign shows up in the pipeline, turns into an opportunity, and after closing appears in a complaint too — with no retyping between tools.

  • Sales and pipeline
  • Marketing and campaigns
  • Support and complaints
  • Tasks and teams
  • Contacts and leads
  • 15-day free trial
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  1. 01
    Input
    • Leadsforms, campaigns, field
    • Customershistory and contracts
    • Campaignsemail, SMS, messaging
    • Complaintstickets and deadlines
  2. 02
    Core
    KickOff CRMLIVE
    FIVE MODULES, ONE CUSTOMER
    • SALE — pipeline
    • PROMO — campaigns
    • SERVICE — complaints
    • TASK — activities
    • TRACK — contacts
    ↑ NG Sara works on this datacross-sell · upsell · win-back · new opportunities
  3. 03
    Outcome
    • Opportunitiesvalue and stage
    • Segmentsbehaviour and value
    • Analyticsconversion by source
    • Team tasksdeadlines and ownership
The sales loop closes
What it is

Five modules, one customer

Sales keeps contacts in one spreadsheet, marketing piles up lists in another, support logs complaints in a third — and nobody sees the whole picture of the same customer. The detail missing in one place usually exists in another; no one joins them.

KickOff CRM writes all of it into the same customer record. A campaign from KickOff PROMO brings in a lead, which gets a unified record in KickOff TRACK with duplicates merged and the source captured. A qualified lead becomes an opportunity in the KickOff SALE pipeline, the team organizes around it through tasks in KickOff TASK, and after closing, questions and complaints enter as tickets in KickOff SERVICE — all on the same contact timeline.

When data lives in one place, segmentation and analytics become usable. Every call, email, campaign, task and complaint sits on the record, so customers split into segments by behavior, source and value. Reports show which channel, agent and campaign actually bring revenue, not just activity.

The platform builds on the rest of the system: NG Sara works directly on KickOff CRM data and proposes the next step for each opportunity, Mailbook unifies email, Viber and messages into one thread tied to the contact, and NG Commerce feeds order history onto the customer record. Every module also runs on its own, so they can be switched on in sequence — without a big-bang rollout.

Customer Relationship Management

  • Contact and lead base with a unified customer record (KickOff TRACK)
  • Sales pipeline and opportunity management with stages and probability (KickOff SALE)
  • Marketing campaign creation and tracking across channels (KickOff PROMO)
  • Customer support, tickets and complaints with resolution deadlines (KickOff SERVICE)
  • Tasks, projects and team activity with assignments (KickOff TASK)
  • Customer segmentation by behavior, source and value
  • Analytics: agent performance, campaign ROI and conversion by pipeline stage
  • NG Sara on CRM data: next-step suggestions and account development
  • Mailbook unifies email, Viber and messages on the customer record
  • NG Commerce order history on the customer record
How it works

From an unknown contact to a loyal customer

One flow across five modules. Each step appends to the same customer record instead of opening a new spreadsheet.

  1. 01

    Contact and lead

    Every contact enters a single record, whether it comes from a campaign, the website, a phone call or a referral. Duplicates are merged, and the lead source and contact owner are captured.

    Contact import and duplicate mergingLeads from website, campaign or callUnified customer record and historyLead source and contact owner
  2. 02

    Campaign and nurture

    Marketing builds a campaign for a specific segment, sends it across channels and tracks response and cost. Interested contacts pass to sales as qualified leads.

    Segment by behavior and valueCampaigns per channel with response trackingAutomated lead nurturingHand-off of qualified leads to sales
  3. 03

    Opportunity and pipeline

    A qualified lead becomes an opportunity in the sales pipeline. Stages, probability and expected revenue are visible, and NG Sara proposes the next step for each opportunity.

    Pipeline stages and probabilityExpected revenue and forecastQuotes and activity trackingNG Sara suggests the next step
  4. 04

    Task and team

    Concrete tasks with deadlines and owners sit around every opportunity and customer. The team sees who does what, and the manager sees the workload per member.

    Tasks tied to a customer and opportunityDeadlines, priorities and assignmentsProjects and team activityTeam workload overview
  5. 05

    Support and complaints

    After the sale, care for the customer begins. Questions and complaints enter as tickets on the same record, with resolution deadlines and communication history through Mailbook.

    Tickets for questions and complaintsResolution deadlines and escalationsCommunication via Mailbook on the recordOrder history from NG Commerce
  6. 06

    Segmentation and analytics

    Every interaction flows into analytics. Segmentation reveals who the most valuable customers are, and reports show which channel, agent and campaign truly bring revenue.

    Segmentation by behavior and valueAgent and team performanceCampaign and lead-source ROIReports and executive dashboards
Capabilities

What you get

Five modules around the same customer, plus a layer of segmentation, analytics and integrations. Each module works on its own, and together they form a single CRM.

  • Contact and lead base

    KickOff TRACK: a unified customer record with full history, duplicate merging, captured lead source and contact owner.

  • Sales pipeline

    KickOff SALE: opportunities through pipeline stages, win probability, expected revenue and forecast by agent and team.

  • Marketing campaigns

    KickOff PROMO: campaigns by segment and channel, response and cost tracking, lead nurturing through to qualification.

  • Support and complaints

    KickOff SERVICE: tickets for questions and complaints with resolution deadlines, escalations and full communication history.

  • Tasks and projects

    KickOff TASK: tasks tied to a customer and opportunity, deadlines, priorities, assignments and a team workload overview.

  • Segmentation

    Segments by behavior, source, value and lifecycle stage. The same segment drives a campaign, a call list or a report.

  • Analytics and reports

    Agent performance, campaign ROI, conversion by pipeline stage and executive dashboards in real time.

  • NG Sara on the CRM

    NG Sara works directly on KickOff CRM data: it reads the pipeline and contacts, proposes the next step and develops accounts.

  • Mailbook conversations

    Mailbook unifies email, Viber and messages into one thread tied to the customer record, so the full history stays with the contact.

  • Order history

    NG Commerce feeds orders onto the customer record, so sales and support see what was bought and when.

  • Mobile access

    Contacts, opportunities and tasks available in the field. The agent logs a note and next step right after the meeting.

  • Integrations and API

    An open API and connectors to NG Commerce, Mailbook and your existing tools. Data flows in and out with no manual retyping.

Results

Why teams move to KickOff CRM

The effect does not come from a single module — it comes from sales, marketing and support looking at the same customer and the same data.

−23%
Sales and marketing costCentralization and automation cut duplicated work and budget wasted on the wrong segment.
+200%
Business opportunitiesBetter qualification and nurturing fill the pipeline with real opportunities, not dead ones.
+41%
Revenue per agentLess admin and a clear next step leave the agent more time to actually sell.
1
Customer recordContacts, opportunities, campaigns, tasks and complaints live in one place, not in five spreadsheets.

Figures shown are target ranges based on deployments, not a guarantee of results.

FAQ

KickOff CRM — FAQ

Do we have to adopt all five modules at once?

No. KickOff SALE, PROMO, SERVICE, TASK and TRACK each work on their own and are adopted in sequence. A common start is the contact base (TRACK) and the sales pipeline (SALE), with marketing, support and tasks switched on later — the customer record stays the same, only the module is added.

How does the free trial work?

You get 15 days free, with no obligation and full functionality. You import your contacts and test on real data, and support is available 24/7 during the trial and after it.

Does KickOff CRM depend on NG Sara?

No, the CRM runs on its own. NG Sara is an optional layer that works directly on KickOff CRM data: it reads the pipeline and contacts, proposes the next step and develops accounts. You switch it on when you are ready.

Where do customer conversations come from?

Through Mailbook, which unifies email, Viber and messages into one thread tied to the customer record. Every message sits on the contact's timeline, so sales and support see the full communication history, not just their own part.

Can we see what a customer bought before?

Yes. NG Commerce feeds order history onto the customer record, so sales and support see what was bought and when. That speeds up complaint handling and opens the door to a reorder or a cross-sell.

Can we migrate data from an existing CRM or spreadsheets?

Yes. Contacts, companies and opportunities are imported from an Excel or CSV file, or from an existing CRM. Duplicates are merged into a single record, and the source of each contact is preserved.

How is pricing determined?

On request. We offer flexible packages that depend on the number of users, the modules chosen and the support level — no fixed price list. You start with the 15-day free trial, then receive a package proposal sized to your team.

KickOff CRM

Additional presentation
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Show us your sales process

A short conversation about how your sales, marketing and support work — then a demo on your own processes and 15 days free to try it on your own data.

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