From first enquiry to job done. In one CRM.

KS CRM brings leads, quotes, orders, scheduling and service together for startups and mid-sized businesses. Modular, hosted in Germany and GDPR-compliant.

Free plan at no cost No credit card required Servers in Nuremberg

Try it: switch between list and Kanban, move orders or open one, tick off tasks and start an automation with the lightning icon. Nothing in the preview is saved or sent.

  • Hosted in GermanyData centre in Nuremberg
  • Your own instanceWith a dedicated database
  • German & EnglishSet per user

One system for the whole workflow. From the first enquiry to the invoice.

Every module works with the same customers, contacts and orders. What sales records is instantly available to scheduling, service and accounting, with no double entry.

Processes & status

Every record has a clear status.

The process bar shows at a glance where a lead, quote or order stands and what comes next. You define stages, required fields and transitions yourself in the process designer, without writing code.

  • Custom stages for every entity
  • Required fields before a stage change
  • Automations on status change

Leads & pipeline

Every enquiry, sorted by where it stands.

Group leads by status, filter them and save your own views: as a list, Kanban board or map. Ownership is visible at a glance, and import and export work from the same screen.

  • List, Kanban and map
  • Saved views per team
  • Import and export
Switch between list and Kanban, drag cards to another column, sort, group and add columns. Nothing is saved here either.

Dashboards

Revenue and pipeline, always up to date.

Dashboards show revenue, won orders and open and overdue leads for any period. Build dedicated dashboards for management and staff with the dashboard builder.

  • Periods from today to all time
  • Pipeline value by status
  • Dashboards per role
Change the period, hover over the charts, switch to the personal dashboard or use the pencil to remove and add widgets.

Scheduling board

Technicians and orders on one timeline.

The scheduling board shows who is working for which customer and when. Below it you find every order that still needs a slot. Drag them onto the timeline to schedule them.

  • Daily timeline per person
  • Open orders as a planning list
  • Job locations on the map
Drag orders from the list onto the timeline or click them, move jobs and follow each technician’s route on the map.

Calendar

The whole team’s week in one view.

CRM appointments are shown for one person or several side by side. With Outlook connected you also see who is busy. Every appointment stays linked to its customer, lead or order.

  • Day, week and month
  • Several people side by side
  • Outlook availability visible
Drag appointments to move them, click a free slot to create one and use “people” to show or hide calendars.

Quotes & invoices

From quote to invoice without switching tools.

Enter line items directly in the grid, with item search and autosave. Quotes and orders become invoices with one click; preview and sending to the customer happen in the same window.

  • Item grid with product search
  • Invoice in one click
  • PDF preview and sending
Edit line items and add more via item search, open the preview, “send” the quote or turn it into an invoice with one click.

Form editor

Every form the way your team works.

Drag fields, sections and widgets into place. Labels, required fields and column widths are set right in the editor, and the change applies to the whole team immediately.

  • Fields and widgets by drag and drop
  • Tabs, sections and columns
  • Required and custom fields
Drag fields from the palette into a section or click them, select a field and change its label, required flag and width on the right. “Preview” shows the finished form.

Also included

Everything that rounds off your day-to-day work.

These features work with the same customers, leads and orders as every module, with no extra software.

  • Automations

    Workflows on status changes, new records or on a schedule. No code required.

  • Import & export

    Bring data in from CSV or Excel and export any view.

  • Email & Outlook

    Emails on the customer record, Outlook appointments, mailings with templates.

  • Files

    Documents and photos right on the customer, lead or order.

  • Roles & permissions

    Fine-grained control over teams, roles and visibility.

  • Workspaces

    CRM and inventory management as separate workspaces in one system.

  • Mobile & app

    In any smartphone browser and as an Android app, with the same data as on the desktop.

  • Lead generator

    Finds companies by keyword and region and adds them as leads without duplicates.

Why growing teams choose KS CRM

Startup or mid-sized business: KS CRM starts lean, grows with your company and stays compliant.

Pay only for what you use

Instead of expensive all-in-one bundles, you activate the modules your team actually needs and add more as you grow. That protects your budget and keeps the system clear.

Grows with you, no migration

From the first account to a team across several locations: new users, modules and workspaces are added without moving any data.

GDPR-compliant, hosted in Germany

All data is stored on servers in Nuremberg, every instance has its own database and data processing is covered by agreement. Compliance from day one, even without an IT department.

Start free, expand later.

No credit card, ready in a few clicks. Choose your licence in your account area after signing up.

Free

€0/ month

To get started. Runs in 3-month periods and renews automatically.

  • Up to 2 users
  • 1 GB data storage
  • Dedicated instance with its own database
  • Leads · contacts · orders · invoices · quotes

Enterprise

Custom

A custom offer for companies with multiple employees.

  • Everything in the Pro license
  • Custom number of users & licensing
  • Personal onboarding & data import
  • Custom adjustments & consulting

All prices excl. VAT.

Your own system, ready today.

Your own instance, data import included, a free plan. No setup fee, no minimum term.