A pipeline with your own stages and sources. Every lead carries its activity history, its tasks and reminders, its notes and file attachments — and converts into a customer without anyone retyping the data.
Leads arrive on their own in two ways. A web-to-lead form you assemble from sixteen building blocks and embed on any website, or through a watched mailbox that turns incoming mail into leads automatically.
Key Benefits
Capture leads from multiple sources and keep them organized in one structured system
Move leads through pipeline stages and track every deal's progress at a glance
Convert a lead into an offer, project, or invoice in one click — no double entry
Assign leads to team members and track all notes, activities, and communication in one place
Customer records
One file per customer, complete
Master data, several contacts per customer each with their own login, separate billing and delivery addresses, tax number, currency, language, attached files, notes — and the full history of every quote, invoice, contract, project, task and ticket for that customer.
Customer portal
Your customer sees it without asking you
Every customer gets their own login. There they see quotes, invoices, estimates, contracts, running projects, open tasks and support tickets. They can accept or decline a quote, pay online, upload files and exercise their GDPR rights. It replaces the "please send that again" email.
Web-to-lead forms
A form you click together, for any website
Sixteen building blocks to drag in — heading, paragraph, file upload, name, position, email, phone, lead value, company, address, city, region, country, postcode, description, website. You set the language, the lead source, the pipeline stage and the person responsible, plus a duplicate check across fields you choose.
Embed it as an iframe or use one of the two direct links. It works on any website, not only one built with KIMISUITE — and through the direct link, without a website at all.
Lead sources and mailbox intake
Where a lead came from, and mail that becomes one
Sources and stages are yours to define. A watched mailbox is read out automatically and turns incoming mail into leads in the stage you pick.
Customer groups
Segment once, act on the whole group
Customers can be collected into groups and segments, and actions can be run against a whole group rather than one record at a time.
Use Cases
Freelancers
As a freelancer, you juggle multiple client inquiries at once. Lead Management helps you keep track of every potential project, follow up at the right time, and instantly turn a confirmed client into a proposal or invoice — so you spend less time on admin and more time doing the work.
Small Businesses
Small business owners need a simple way to manage their sales process without expensive CRM tools. KIMISUITE lets you track every lead, monitor deal status, and move seamlessly from first contact to payment — all inside one connected platform that grows with your business.
Agencies
Agencies deal with high volumes of inquiries, pitches, and ongoing client relationships. Lead Management gives your team a shared system to assign leads, track communication, and ensure nothing slips through the cracks — from the first email to the final invoice.
FAQ
Try CRM Business Hub today
Manage Clients, Offers & Sales in One System
14 days free, cancel anytime, no minimum term.
