Powerful Features Without the Complexity
Everything you need to manage customer relationships, close more deals, and grow your business. No enterprise bloat, just the tools that matter.
Contact Management
Store and organise all your contacts in a centralised database. Track every interaction, add custom fields for your specific needs, and never lose important customer information again.
- Centralised contact database
- Custom fields for your business
- Contact history and notes
- Tag and segment contacts
- Import from CSV or spreadsheets
- Search and filter instantly
Deal Pipeline
Visualise your sales process with customisable pipeline stages. Know exactly where every deal stands, forecast revenue, and never let an opportunity slip through the cracks.
- Visual pipeline view
- Custom deal stages
- Deal value tracking
- Pipeline value tracking
- Activity timeline
- Win/loss analysis
Email Campaigns
Build beautiful email campaigns with our template editor. Send to targeted segments, track opens and clicks, and nurture your leads effectively.
- Drag-and-drop email builder
- Reusable email templates
- Personalisation tokens
- Open and click tracking
- Unsubscribe management
- Campaign analytics
Booking System
Share your booking link and let clients schedule time with you. Set your availability, add buffer times, and eliminate the back-and-forth of scheduling.
- Shareable booking links
- Set your availability
- Buffer times between meetings
- Automatic time zone detection
- Email confirmations
- Embeddable booking widget
Lead Attribution
Track UTM parameters automatically when leads fill out your forms. Know which campaigns, ads, and channels are driving real results so you can invest in what works.
- Automatic UTM capture
- Source tracking
- Campaign attribution
- Channel performance
- ROI insights
- First-touch and last-touch data
Form Builder
Build custom forms with our drag-and-drop builder. Embed them anywhere on your website and watch leads flow directly into your CRM with full attribution data.
- Drag-and-drop builder
- Embed on any website
- Custom fields
- Automatic lead creation
- UTM parameter capture
- Spam protection
Marketing Lists
Create dynamic lists based on contact attributes, behaviour, or tags. Send the right message to the right people and improve your marketing effectiveness.
- Create targeted segments
- Dynamic list updates
- Tag-based filtering
- Import and export lists
- GDPR-compliant management
- List performance insights
Team Collaboration
Invite team members and collaborate effectively. Control permissions, share contacts, and ensure everyone has the information they need to serve your customers well.
- Invite team members
- Role-based permissions
- Shared contact access
- Activity visibility
- Team notifications
- Audit trail
Security & Compliance
Your data security is our priority. Kabooly is built with enterprise-grade security and full GDPR compliance.
European Data Storage
Your data is stored securely in European data centres, making GDPR compliance straightforward.
Encrypted Data
All data is encrypted in transit and at rest using industry-standard encryption.
Access Controls
Role-based permissions ensure team members only access what they need.
Data Export
Export your data anytime. Your data belongs to you and you can take it with you.
Audit Trail
Activity logging helps you track changes and maintain compliance records.
GDPR Ready
Built-in tools for consent management, data requests, and deletion.
Feature Questions
Can I customise the deal pipeline stages?
Yes, you can create and customise pipeline stages to match your sales process. Add, rename, reorder, or remove stages as needed.
How does the booking system work?
The booking system lets you share a link where clients can book time with you. You set your availability, add buffer times between meetings, and Kabooly handles time zones automatically. Confirmations are sent via email.
Can I track where my leads come from?
Yes, Kabooly automatically captures UTM parameters when someone fills out your forms. You can see exactly which campaigns, ads, or channels are driving leads, helping you invest in what works.
Does Kabooly integrate with my email?
Kabooly has built-in email functionality for campaigns and templates. You can send emails directly from the CRM and track opens and clicks. For personal email integration, you can log conversations as notes.
Can I embed forms on my website?
Yes, you can create forms with our drag-and-drop builder and embed them on any website. When someone submits a form, they're automatically added as a contact with full attribution data.
How do I manage email unsubscribes?
Kabooly automatically handles unsubscribes. Every marketing email includes an unsubscribe link, and unsubscribed contacts are automatically suppressed from future campaigns.
Can I export my data?
Yes, you can export your contacts, deals, and other data to CSV at any time. Your data belongs to you, and we make it easy to take it with you if needed.
Is there a mobile app?
Kabooly is a web application designed to work well on mobile browsers. You can access all features from your phone or tablet through the browser without needing a separate app.
See Kabooly in Action
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