Import customers, leads, invoices and items from your previous system, with a field mapping you control. Custom fields extend any record type where the standard fields do not reach.
Everything that happens is written to an activity log, so a change six months ago is still answerable.
Bulk PDF export
A year of invoices in one file
Export a whole selection of documents as PDF in one operation, for the accountant or the archive.
Custom fields
Where the standard fields stop
Custom fields extend customers, leads, invoices, projects and more, and appear in the forms and the exports alongside the built-in ones.
Global search
One field, every record type
One search field across customers, invoices, projects, tasks and tickets.
Activity log
Who changed what, and when
Every change is recorded with the person and the timestamp, so a question about a record six months old has an answer.
What it does not do
So you know where you stand before the call, not during it.
- No public API, no Zapier, no Make, no webhooks. There is the KIMISUITE ecosystem instead.
- No central file store. Files always hang off the record they belong to.
- No self-export of the whole dataset. Backups run server-side; the per-customer GDPR export works.
