Khanal Group

K-CRM

Log calls and visits, plan follow-ups and get reminders

Every lead, deal, company and contact has a timeline. Log what happened, plan what is next, and K-CRM reminds you by e-mail.

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What you need

  • The Sales executive, Sales manager or Organisation admin role
  • A lead, deal, company or contact to work on
  • For a site check-in: a phone with location allowed for crm.khanals.in

Log or plan an activity

  1. Open the lead, deal, company or contact.
  2. Under Add activity, choose the Type: Call, Meeting, Site visit, Task, Note or WhatsApp.
  3. Type the Subject, for example "Call back about the rate".
  4. For a follow-up, choose the Due date, the Time and a Reminder by email.
  5. Tick Already done (log it) if it has already happened.
  6. Click Add.

Check in at a site

  1. Open the open Site visit on the timeline, or add a new one.
  2. Click Check in (or Check in here (GPS) on the new activity form).
  3. Allow location when the phone asks.

Work through your tasks

  1. Open Sell → My tasks, or tap Tasks at the bottom.
  2. Look at Overdue, Today, Next 7 days and Later or no date.
  3. Click Done when a task is finished.

Send an e-mail

  1. Open the lead or contact and click Email.
  2. Pick a template if you want. Managers keep them under user menu → Email templates.
  3. Check the text and click Send. E-mails go out within 15 minutes.

Good to know

  • Each morning you get one e-mail if any of your follow-ups is overdue.
  • Opened e-mails are not tracked. Every e-mail has a stop-emails line for the person.
  • A person marked opted out gets no e-mail from anyone in your organisation.
  • Only the person who added an activity, or a manager, can remove it.

Common errors

"Choose the type and write a subject."

Choose an activity type and type a short subject, then click Add.

"The due date or time is not valid."

Pick the date from the calendar and the time as HH:MM.

"The phone did not send a location. Allow location for this site and try again."

Allow location for crm.khanals.in in the browser settings, then click Check in again.

There is no Email button, only "opted out: no emails"

The person opted out of e-mails. Contact them only in the way they agreed to.

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Still stuck?

Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.