Accelerate Your Growth with Complete Business Management Software
Our combined CRM and ERP provides everything you need to run your business in one place, saving you time, eliminating multiple apps, and automating away manual tasks so you can focus building 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.
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.
Project Management
Job & Task Management
Get on top of 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
Book Directly from Your Website.
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.
SMS Reminders
Reduce No Shows or Cancellations
Get on top of your jobs and tasks in one place, use our Kanban Boards to easily track where important jobs and tasks are.
Apps we integrate with
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…
Spend More Time Adding Client Value
Spend more time adding value in consultations by capturing client intake data digitally before appointments
Acquire More Clients
Allow prospective clients to book and schedule appointments via your own website.
Be More Relaxed
Rest easy that all your client, appointment and data is safe, secure and in one place. Kalysys.
Save Time & Money
Don’t waste time asking for customisations. Create, configure and capture custom data yourself.
Minimise Your No Shows
Use automated email and sms reminders to reduce no shows.
Personalise Your Emails
Automate the way you email your clients, with beautiful email templates that provide an extra personal touch.
Ready to Explore the Possibilities?
We’d love to get in touch
Get Started with Kalysys
Why not take things for a test drive, 14 days free on us!
There is plenty more under the hood as well, so if you don’t see what you’re looking for, contact us to learn about the full capabilities.
or,
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.