All the Features You Need to Run your Business in a Single Platform

Kalysys brings together a powerful feature set to deliver our industry specific solutions and bespoke custom builds.

Standard Solutions

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Premium & Custom
Solutions

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πŸ’° CRM & Sales
Pipelines βœ“ βœ“
Opportunities βœ“ βœ“
Activity Tracking βœ“ βœ“
⚑ Marketing & Communications
2-Way Email βœ“ βœ“
Email Templates βœ“ βœ“
Open and Click Tracking βœ“ βœ“
Communication Audit Trail βœ“ βœ“
SMS Notifications βœ“ βœ“
Embedded Video Conferencing βœ“ βœ“
Automated Newsletters & Bulk Mail βœ“ βœ“
Automated Email Workflows βœ“
πŸ“… Scheduling
One-to-One Booking βœ“ βœ“
Self-Service Scheduling βœ“ βœ“
Availability Management βœ“ βœ“
Appointments & Reminders βœ“ βœ“
Global Calendar βœ“ βœ“
Google Calendar Integration βœ“ βœ“
Recurring Events βœ“
One-to-Many Booking βœ“
✍ Digital Forms
Checklists/Intakes/Surveys/Questionnaires βœ“ βœ“
Form Builder βœ“ βœ“
Form Branding βœ“ βœ“
Easy Embed Snippits βœ“ βœ“
🀝 Client Management
Customer 360 (Universal View) βœ“ βœ“
Customer Support Management βœ“ βœ“
Contract Storage & Management βœ“ βœ“
Customer Specific Reporting βœ“
πŸ“‹ Project & Tasks Management
Task & Job Tracking βœ“ βœ“
Kanban Boards βœ“ βœ“
Project Templates βœ“ βœ“
Reminders & Notifications βœ“ βœ“
Task Dependencies βœ“
Automatic Task Assignment βœ“
⏲ Time Tracking
Time Sheets βœ“ βœ“
Rate Templates βœ“
Automatic Conversion to Invoice βœ“
πŸ“ Quoting & Billing
Budget & Expense Tracking βœ“ βœ“
One-Click Quote Generation βœ“
Recurring Billing βœ“
🧾 Invoicing & Accounting
One-Click Invoice Generation βœ“ βœ“
Auto-Quote Dispatch & Follow Up βœ“
Xero Integration (one-click) βœ“ βœ“
πŸ’³ Payment Processing
Stripe Integration (one-click) βœ“ βœ“
Paypal Integration (one-click) βœ“ βœ“
Pin Payments Integration βœ“
πŸ’» Portals
Supplier Portal βœ“
Customer Portal βœ“
πŸ€– Workflows
Standard Solution Workflows βœ“ βœ“
IFTTT Automation βœ“
Record Transformations βœ“
Record Life-cycle Management βœ“
πŸ“Š Reporting
Dashboards βœ“ βœ“
List Reports βœ“ βœ“
Graphs & Charts βœ“ βœ“
Export to CSV βœ“ βœ“
πŸ”Œ Integration
Dynamic Restful API βœ“ βœ“
Zapier Connector βœ“
πŸ”§ More Customization
Basic Record Customization βœ“ βœ“
Advanced Record Customization βœ“
Custom Record Layouts βœ“
Custom Navigation Menu βœ“
Custom User Interfaces βœ“

Don’t forget to check out our Data Migration services and Integrations options too!

Don’t See A Feature You Need? Contact Us To Learn More About Our Full Capabilities.