Overview
KiBiz improves productivity through integrated CRM, sales, and inventory management. While the platform interface feels dated compared to modern SaaS CRMs, it enables cloud-based access, optimizes sales management, and automates the workflow, allowing businesses to enhance customer engagement.
Overall Rating
Based on 5 users reviews
4.4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
KiBiz Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is KiBiz?
KiBiz software is a comprehensive CRM platform that centralizes contact management, lead capturing, opportunity tracking, and customer account history within a unified platform. It converts leads into opportunities and quotes, automates sales orders and invoices, and captures interaction history for each customer. The platform’s email marketing and templates integrate CRM data with external tools and its dashboards display real‑time metrics such as sales pipelines, open quotes, and account performance.
KiBiz Pricing
The software offers base pricing with multiple add-ons:
- Basic Plan: $39/user/month (paid annually)
Disclaimer: The pricing is subject to change.
KiBiz Integrations
KiBiz integrates with various software including:
- Slack
- RingCentral
- DropBox
- Google Calendar
- MailChimp
- PayPal
- QuickBooks
Who Is KiBiz For?
KiBiz is suitable for the following sectors:
- Sales
- Manufacturing
- E-commerce
- Equipment rental
- Accounting
- Marketing
Is KiBiz Right For You?
KiBiz software is an extensive CRM system that is suitable for businesses aiming to unify operations across departments, reduce manual data entry, and increase operational control. It provides end-to-end workflow automation with integrated inventory, accounting, sales, and CRM capabilities. The platform’s additional features like portals, shipping integrations, and marketing tools ensure better customer interaction and back-office efficiency.
Still skeptical if KiBiz is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
KiBiz Features
KiBiz organizes contacts with multiple phone numbers, addresses, and activity logs in a centralized database. It links customer credit information, staff assignments, and scheduled activities to each contact, enabling visibility into relationships and interactions for more efficient engagement.
The software tracks real-time inventory across multiple warehouses with automatic updates on sales, purchases, and returns. It supports serial and lot number tracking, multilocation warehouses, and BOM assemblies for complex product structures.
The platform creates purchase orders automatically from sales orders and reorder thresholds or manually via the PO entry interface. It uses receiving wizards to record actual quantities, costs, lots, and serials and posts them to inventory and accounts payable.
The system enables fast entry of sales quotes, orders, work orders, production orders, and invoices with single-click processing. It automates order-to-invoice workflows including approval controls for margins and credit limits.
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