Last Updated
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
Contact Management
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.
Inventory Management
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.
Purchase Management
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.
Sales Management
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.
Pros And Cons of KiBiz
Pros
Provides extensive FileMaker-based customization capabilities
Offers extensive inventory and sales management integration
Its modular structure is adaptable to industry-specific needs
eCommerce and shipping integrations improve fulfillment flow
Cons
Interface feels dated compared to modern SaaS CRMs
Requires setup assistance for complex workflows
KiBiz Reviews
Total 5 reviews
4.4
All reviews are from verified customers
Rating Distribution
5
Stars40%
4
Stars60%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Furniture, 1-10 employees
More than a year
“Covers all sales & purchasing”
Pros
I really like that my account managers are super fast in helping me and customizing the system to fit exactly what I need. I never hear "it can't be done." They always find a way.
Cons
I know this isn't really about the software itself but I really wish the remote desktop access to the software was faster. The local install works really fast, though.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Construction, 1-10 employees
Less than a year
“Complete solution for our business”
Pros
Everything I need to close a sale is in this software. It covers quotes, sales, contracts, invoicing, AR and AP accounts, contacts and accounting. Plus, KiBiz customized a few things for us like making it easy to send proposals or contracts directly linked to the sale whether I need to print them or email them, it's very simple.
Cons
I've run into a few minor bugs but the support team has been quick to fix them. For example a phone number wasn't printing in the right format but they got it sorted right away.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
7
Functionality
8
Wholesale, 11-50 employees
More than a year
“Custom made software for businesses”
Pros
We can customize it to do very much anything we want. The user interface works perfectly for our business and workflow. Allen has a lot of experience and it's clear that It is a great solution for businesses like ours.
Cons
There's not much to dislike. Since it's based on FileMaker, development is easy and quick but sometimes the little details don't have as many options due to FileMaker's limitations. Still the pros definitely outweigh the cons. Overall it's not a huge issue.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does KiBiz offers an API?
Yes, KiBiz does offer an API.
Who are the typical users of KiBiz?
The typical users of KiBiz include sectors like sales, manufacturing, e-commerce, equipment rental, accounting, and marketing.
What other apps does KiBiz integrates with?
KiBiz integrates with Slack, RingCentral, DropBox, Google Calendar, MailChimp, PayPal, QuickBooks, and more.
Does KiBiz has a mobile app?
Yes, KiBiz does offer a mobile app.
What types of pricing plans does KiBiz offer?
The vendor offers customized pricing plans according to different business needs. It offers a Basic Plan at $39/user/month. Get a customized KiBiz cost breakdown for your business today.
What language does KiBiz support?
KiBiz supports English language only.
What level of support does KiBiz offer?
KiBiz offers support through phone, testimonials, case studies, trainings, and blogs.