Kibi CRM Reviews

Kibi CRM Description

Kibi CRM is designed to assist small sales and service teams in efficiently handling inquiries, WhatsApp interactions, callbacks, quotes, and invoices. This platform allows teams to identify ownership of inquiries and next steps in the action process.

Users can gather inquiries through various channels, including website forms, forwarded emails, webhooks, or CSV file imports. The system provides visibility into promised callbacks and overdue follow-ups, while some WhatsApp connections enable businesses to continue utilizing the WhatsApp Business app. Users can create online quotes for customer approval, generate invoices and payment links, and maintain records associated with each inquiry. The Team and Growth plans introduce features like lead routing, round-robin assignments, business texting, custom branding, brochures, and optional automatic payment reminders. The Growth option also includes ad return and conversion feedback, enhancing marketing efforts. The availability of quotes and invoices, as well as monthly allowances, is contingent on the selected plan. A 14-day trial allows access to all features for up to 10 users without requiring a credit card, making it easy for teams to explore the platform. Paid plans accommodate additional users, but extra seats and messaging beyond limits may incur additional fees, providing flexibility for growing teams.