Small businesses
Great customer management for small companies
When the owner and a few staff handle customers, you don't need a complicated system. Kemai is easy to learn, the core is free, and customer lists, follow-ups and tasks live in one place.
Sound familiar?
Do these situations ring a bell?
- 01
Customer knowledge lives with the owner
Only the owner knows each customer's situation, so staff can't help much.
- 02
No time for complex software
Busy taking orders and shipping, with no bandwidth for big systems.
- 03
Tight budget
Per-seat foreign tools are too expensive for small teams.
Suggested setup
Set it up like this and you're ready
A suggested starting point you can set up minutes after creating a workspace — and change any time.
Pipeline stages
- 1Inquiry
- 2Quote
- 3Negotiation
- 4Won
Custom fields
- Lead source (select)
- Annual purchases (currency)
- Next visit (date)
Tags
- Repeat customer
- Wholesale
- Retail
- Follow up
See how Kemai can help your team
Create a free workspace and try it yourself, or book a live demo tailored to your situation.