Features CassKai

From prospect to cash, without switching tools

Sales pipeline, opportunities, quotes, invoices, payments, reminders: all in the same tool as your accounting. You see the full cycle and steer cash in real time.

Why CassKai

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Customisable visual pipeline

Configurable sales stages (qualification, demo, negotiation, signature, won, lost), drag & drop Kanban view, probability-weighted amounts, revenue forecasts.

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Connected to invoicing and accounting

A won opportunity becomes a quote or invoice in one click. No double entry, no export-import, no separate tool to sync.

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Unified sales reporting

Weighted pipeline, conversion rate per stage, top customers, top sales reps, monthly revenue forecasts. Connected to cash KPIs: DSO, customer outstanding, average ticket.

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Actions, tasks and reminders

Calls, emails, meetings, proposals to send: assign tasks to your team and receive reminders so nothing falls through the cracks.

Features

360-degree customer and prospect records

Legal info, multiple contacts, interaction history, linked quotes and invoices, outstanding balance, individual DSO, ongoing opportunities. Everything in one record.

Opportunity management

Create opportunities linked to a customer or prospect, estimated amount, closing probability, expected date, pipeline stage, owner. Convert to invoice in one click upon signature.

Multi-version quotes and negotiation

Several quote versions for the same opportunity, change tracking, status (sent, accepted, refused, expired), automatic conversion to invoice upon acceptance.

Customer segmentation and tags

Custom tags, dynamic segments, advanced filters. Target your reminders, commercial campaigns and analyses on precise segments.

Imports and synchronisation

Bulk import from CSV/Excel or another CRM. APIs available to sync CassKai with your existing prospecting or marketing automation tools.

Multi-user and permissions

Several sales reps can work in parallel, with fine-grained permissions (read-only, portfolio management, admin access). Ideal for growing teams.

Use cases

B2B SME with a long sales cycle

You manage opportunities running over several months, with multiple contacts and quote versions. The CassKai visual pipeline gives you the portfolio status and weighted forecast revenue at a glance.

Consulting firm or service provider

You track sales engagements end to end: first contact, qualification, proposal, signed contract, invoicing, payment. CassKai keeps the thread and feeds cash steering in parallel.

Frequently Asked Questions

Does CassKai CRM replace a dedicated CRM like HubSpot or Pipedrive?

For most SMEs, yes: pipeline, opportunities, customer records, quotes, segmentation, sales reporting — it's all there. If your business relies heavily on very complex marketing automation and massive inbound nurturing, a dedicated tool can complement CassKai. But for sales steering connected to cash, CassKai is enough and avoids fragmentation.

Can my sales reps use the CRM without seeing my accounting?

Yes. CassKai has fine-grained roles and permissions. You can create a "sales" role that accesses the CRM, opportunities, quotes and invoices, but does not see accounting, treasury or payroll. Each team member sees what they need, nothing more.

Can I import my customer portfolio from Excel or another CRM?

Yes. CassKai has a CSV/Excel import wizard that automatically maps columns to CassKai fields (name, email, phone, address, NIF/SIREN, etc.). For other CRMs, API connectors are available for the main market solutions.

Does CassKai CRM handle opportunities in multiple currencies?

Yes. An opportunity can be quoted in EUR, XOF, USD or any other supported currency. CassKai automatically applies conversion to the bookkeeping currency for sales reporting, while keeping the original currency for negotiation and invoicing.