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CRM (Customer Relationship Management)

Does Kinesto have contact management?
Contact management is essential for any business management tool and Kinesto was developed with a CRM (customer relationship management) system at its core.
What are Contacts, Companies and Groups?
Kinesto provides a powerful CRM tool that allows you to track Contacts (individuals) or Companies and apply both to groups allowing you to keep track of them efficiently...
How do I import contacts or companies into Kinesto?
Kinesto allows you to quickly import CRM contacts or companies using our Import Data tool and supports multiple file formats including Excel XLS/XLSX, CSV (comma...
How many contacts or companies can I import at once with the import tool?
You can have as many contacts or companies as you want in your Kinesto account.
How do I add or delete custom fields for contacts or companies?
A custom field is any extra "special" information that you’d like to track about your clients.
What fields can Kinesto track for contacts and companies?
Kinesto allows you to create any field you need to assign to contacts or companies.  You can modify these options or add you own using the CRM Contacts form customization...
Can I assign contacts and companies to groups?
Both companies and contacts can be defined to groups.
What are lead and opportunity sources?
Lead and Opportunity sources allow you to track where your Leads and Opportunities are coming from.
How do I delete a CRM contact, company or group?
First, you'll want to locate the contact you want to delete by searching or filtering.
How do I change the order of custom fields on forms?
When using custom fields, you'll likely want to specify the order that they show up in for both the edit/new editor as well as after they are set.
What are opportunities and how do I add a new opportunity?
With opportunities you can decide how much a deal is worth, and see if you “won it” or “lost it” (and keep comments, file attachments etc.
How do I score my opportunities?
It's always useful to know which Deals you should be directing your time and focus at for maximum impact.
How do I upload documents and files for opportunities?
Uploading documents for your opportunities directly to Kinesto helps keep your team organized and up-to-date with the most recent materials for each deal.
How do I backdate opportunities?
Forgot to update an Opportunity you won last week?
How do I add deal sources to opportunities?
The opportunity sources can be customized from the Customization page.