Skip to end of metadata
Go to start of metadata

Introduction

This roadmap lists significant features which we plan to implement in the near future. The roadmap is not all-inclusive, but outlines major new functionalities and improvements.

Disclaimer

We operate in a dynamic environment, and things are subject to change. The information provided here is intended to outline the general Kanoah CRM product direction. It is intended for informational purposes only and should not be relied upon when making any purchasing decision. The development, releases and timing of any features or functionality described here remains at the sole discretion of Kanoah.

Roadmap for Kanoah CRM

  • Lost Reasons
  • More Reports and Statistics
  • Better Usability to Configure the Sales Pipeline
  • Custom reports and Pivot Tables
  • Exporting Reports (CSV, XLS, etc)
  • Merge Records
  • Multiple Currency
  • Deal "rotting"
  • Automatic Lead Scoring
  • Goals/Targets Management
  • Products/Services Management
  • Recurring Activities
  • Activities templates and automatic scheduler for each sales stage
  • Document Management for Each Sales Stage
  • Sales Velocity
  • Lead Management
  • Alerts Based on Actions/Triggers
  • Workflow triggers while creating records or modifying records
  • KPIs Management
  • Email Reminders
  • Automatic Assigment Rules
  • Calendar View for Activities
  • Dashboard and Gadgets
  • Calendar integrations (Google Calendar, Outlook, CalDAV, etc)
  • 2-Way Email Integration
  • Email Templates
  • Marketing Automation with campaigns to nurture leads
  • Order/Invoice Management
  • Bulk Email
  • Sales Forecast
  • Territory Management
  • Gamification & Leadboards
  • Extension to capture leads from Gmail, Outlook, Facebook, Twitter, etc
  • Webforms for capture leads
  • Webhoks for Integration with third-party apps
  • Telephony Integration and Click-to-Call
  • Mobile App

Have a question for us?

  • No labels