A CRM for sales teams in Switzerland

Compliance in this country

• Invoice from a won deal: A won deal has a Create Invoice button that opens the invoice in KukBook, in CHF, where 8.1% VAT and your UID / MWST No. apply
• Web-to-lead: Embed a web-to-lead form; each submission becomes a lead in KukCRM
• WhatsApp messages: Sending needs a WhatsApp Business connection. Until it is set up, messages are logged but not delivered.

From first lead to paid invoice, in one place

Keep every lead, deal, quote and follow-up together, and hand a won deal straight to billing.

Visual pipeline

Drag deals between stages, with your own stages from 2 to 10.

Leads & web-to-lead

Embed a form on your site; each submission becomes a lead.

Quotes & invoices

A quote from any deal, and a Create Invoice button on a won deal.

Follow-up tasks

Tasks with due dates, so no lead goes quiet.

WhatsApp & email

Send messages from saved templates, from inside the CRM.

Forecast & quota

Each deal carries a forecast category; the forecast rolls up per rep against a monthly quota.

Every deal on one board

See every open deal by stage, with its value. Drag a deal forward when it moves, and keep your own stages. Each deal carries a value and a probability, rolled into a weighted forecast.

• Drag-and-drop board across stages
• Your own stages, from 2 to 10
• Value and probability on every deal
• A weighted pipeline forecast

Capture leads from your website

Embed a web-to-lead form on your site and every submission becomes a lead in KukCRM, ready to work. Move leads along the board from New to Won.

• A web-to-lead form you embed on your site
• Each submission becomes a lead
• Lead stages: New, Contacted, Qualified, Proposal, Negotiation, Won

A quote from any deal, an invoice from a won one

Create a quote from a deal. When the deal is won, click Create Invoice and the invoice opens in KukBook, in your currency with VAT at 8.1%.

• Create a quote from any deal
• A Create Invoice button on a won deal
• The invoice is created in KukBook, with VAT applied

Never miss a follow-up

Follow-ups live as tasks with a due date, and automation can create them for you. Message leads on WhatsApp or email from saved templates without leaving the CRM. WhatsApp delivery needs a WhatsApp Business connection; until it is set up, messages are logged but not delivered.

• Tasks with due dates
• Automated follow-up tasks
• WhatsApp and email from saved templates
• WhatsApp delivery needs a WhatsApp Business connection

Know where the month will land

Each open deal carries a forecast category, and the forecast page rolls deals up per rep against a monthly quota you set.

• A forecast category on every open deal
• Per-rep roll-up
• A monthly quota you set

Up and running

Sign up free

Create your company; KukCRM shares your Kuklabs account and, if you use it, your KukBook customers.

Add your leads

Import your list, or embed the web-to-lead form on your site and let leads arrive.

Win and bill

Move deals across the board, send quotes, and click Create Invoice on every win.

Industries

• Traders & wholesalers — Leads • Quotes • Follow-ups
• Retail shops — Enquiries • Offers • Loyalty
• Distributors — Accounts • Orders • Routes
• Service businesses — Leads • Proposals • Recurring billing

Integrations

• KukBook — A won deal becomes an invoice in KukBook.
• WhatsApp — Message leads from templates once your WhatsApp Business account is connected.
• Email — Send email to leads from saved templates.
• Your website — Embed a web-to-lead form; submissions become leads.

More Kuklabs apps

• KukBook — Invoices, bills, stock and reports, with your won deals flowing in.
• KukPOS — Counter billing for shops and restaurants, synced to KukBook.
• KukMarketing — Campaigns and automation for the leads you collect.
• KukAI — Ask your books questions; you review before anything posts.

Frequently asked questions

Can a won deal become an invoice in Switzerland?

Yes. Open a won deal and click Create Invoice. The invoice is created in KukBook in CHF, where 8.1% VAT and your UID / MWST No. apply.

Can I send WhatsApp messages to leads?

Yes, from inside KukCRM using saved templates. Live WhatsApp delivery needs a WhatsApp Business connection. Until that is set up, messages are logged but not delivered.

Can I track forecasts and targets?

Yes. Each open deal carries a forecast category, and the forecast page rolls deals up per rep against a monthly quota you set.

Can I capture leads from my website?

Yes. Embed a web-to-lead form on your site; each submission becomes a lead in KukCRM.

Is there a free trial?

Try everything free for 30 days. After trial, keep any one app free forever*. No credit card is required, and nothing is charged during the trial. KukCRM is one of the apps you can keep free forever*. *Free forever means one business app for 1 user, 1 organization and one base currency, with 1 GB storage and up to 1,000 sales invoices and 1,000 purchase bills and expenses per financial year. A second business app needs Kuklabs One.

Does it work on my phone?

Yes. KukCRM works in the browser and on Android at no extra cost.