KRAKEN OS / CRM & sales
Build your sales process around company and contact records, with the conversations, tasks and documents your team needs to move it forward.
Register the company once, then connect its contacts and sales opportunities. Search by company name or email when preparing commercial documents. A shared company card gives the team a consistent place to review contact details, linked work, files and financial context.
Connect sales activity to assigned tasks and project records. Keep ownership, status and follow-up work visible instead of relying on separate personal lists. When a conversation becomes an offer, select the CRM company and saved articles rather than rebuilding customer information.
Offers, invoices, payments and company financial cards help teams connect a sale with its collection history. Shared offer links support client review and signing workflows where configured. Internal records remain behind sign-in and the permissions assigned to the user.
Start with complete company names and contact details, check duplicates and assign people to the correct company. Decide who owns each lead and which user groups can edit records. Then connect sales tasks and documents so the CRM becomes part of daily work.
Company relationships connect CRM and business work. Registered supplier records are also used by purchasing and supplier bills.
Yes. Commercial document creation includes CRM company search and product or service selection from saved records.
Walk through your own sales, delivery and finance process in a guided demonstration.