Accelerate Your Growth with Complete Business Management Software
Our combined CRM and ERP provides everything you need to run your business in one place.
Save time, eliminate multiple apps, and automate manual tasks so you can focus on growing your business.
The One Platform to Rule Them All
Regardless of your business or practice type, Kalysys offers a single platform to engage with customers, organize your work, manage the finances, and automate each step from sales through to invoicing.
Explore a full list of our features here.
Customer Relationship Management
Manage Client Data with Ease
Keep all your client’s data in one simple to use, customisable and organized system.
- CRM – Host and securely store all your customer information, in one place!
- Log Activities – Keep track of what actions have been taken with a client
- Online Intake Form – Digitise your documents and streamline how your clients complete documents
- Digital Signature – Reduce the time needed to have documents signed.
- Email Direct from the system – Move away from your email client inbox and get on top of emails that have been sent to clients.
Job & Task Management
Keep On Top of Projects
Manage all your jobs and tasks in one place, use our Kanban Boards to easily track where important jobs and tasks are.
- Add Subtasks – Manage your larger jobs easier with adding multiple tasks.
- Kanban Board – Easily move jobs and tasks to a different stage of the cycle with our Kanban Cards.
- To-Do Dashboard – View all your “To Do’s” in one place.
- Track and Manage Deadlines – Track your team’s projects and manage timelines with ease, don’t miss another deadline!
Appointment Management
Take the Headache Out of Scheduling.
Reduce time that it takes to confirm bookings and streamline your booking and let new clients seamlessly book in for consultations.
- Automated SMS Reminders – Reduce no shows with customised SMS templates to show your business is serious.
- Automated Email Reminder – Add the extra personal touch, send out automated post-consultation emails.
- Appointment Management – View individual and your team’s calendar, easily manage your next appointment.
- Video Conferencing – Working remotely? No problem, use our video conferencing tool to cater for those 1 on 1 consultation.
Billing and Financial Management
Quote, Invoice & Collect In Minutes
Forget manually generated documents, double handling information and driving your book keeper insane. Manage everything in one system.
- Add Subtasks – Manage your larger jobs easier with adding multiple tasks.
- Kanban Board – Easily move jobs and tasks to a different stage of the cycle with our Kanban Cards.
- To-Do Dashboard – View all your “To Do’s” in one place.
- Track and Manage Deadlines – Track your team’s projects and manage timelines with ease, don’t miss another deadline!
Integrate with ALL your favorite Apps too
How Can Kalysys help your Business?
Allowing your team to work smarter, not harder, maximizing efficiency through automation,
centralizing key information and creating a repeatable process to power your growth!
Benefits Include…
Acquire More Clients
Allow prospective clients to contact, book and schedule with you directly via your website. Ensure continuity and follow up on every opportunity.
Spend More Time Adding Client Value
Spend more time adding business value by automating away time-sapping manual tasks for you and your team.
Save Time & Money
Don’t pay for multiple systems or waste time asking vendors for expensive customisation. Enjoy a platform perfectly tailored to you and your needs.
Gain Peace of Mind
Rest easy that all your client, project, delivery and financial data is safe, secure and in one place. Kalysys.
Understand the Big Picture
Forget micro-managing or guessing what is happening day-to-day, obtain a full 360 degree view of your business any time in seconds.
Ensure Traceability & Compliance
Let the system help enforce process compliance, and provide full audit trail of all activity to help you better manage risk.
Ready to Explore the Possibilities?
We’d love to connect!
Contact Us For a Free Consultation
No hard sell, just an open conversation about your needs and whether the platform is a fit.
We would love to understand more about your goals, business and answer your questions big or small.