KEFI / SALES OPERATIONS
Leads & pipeline
Turn service enquiries into meaningful conversations.
Your opportunities
| Company | Contact person | Contact number | Stage | Services | Estimate | Follow-up | Actions |
|---|
Estimates include the first month of recurring services and one-time work, excluding GST and third-party costs.
Services, clearly defined.
Manage service details, pricing and images used in packages and proposals.
Show service section on the website
When turned off, the full service cards section is hidden from customers.
Packages built around real services.
Package cards and comparison rows use the service assignments saved here.
Show packages and comparison on the website
Turning this off hides both the package cards and the comparison section.
People & access
Add customer or admin accounts and reset access securely.
| User | Company | Contact number | Role | Access |
|---|
Passwords are hashed and cannot be viewed. Resets end existing sessions and require the user to choose a new password at next sign-in.