Client and contact management
Designed to work as part of the Ki Business Solutions ecosystem and reduce operational friction for global businesses.
Ki CRM
CRM App for Client and Pipeline Operations
Ki CRM will help businesses manage relationships, pipelines, onboarding, tasks, and service history across the Ki ecosystem.
01
Client and contact management
Coming Soon
02
Pipeline tracking
Coming Soon
03
Onboarding workflow views
Coming Soon
04
Task and follow-up automation
Coming Soon
Features
Core capabilities for Ki CRM.
Pipeline tracking
Designed to work as part of the Ki Business Solutions ecosystem and reduce operational friction for global businesses.
Onboarding workflow views
Designed to work as part of the Ki Business Solutions ecosystem and reduce operational friction for global businesses.
Task and follow-up automation
Designed to work as part of the Ki Business Solutions ecosystem and reduce operational friction for global businesses.
Service history
Designed to work as part of the Ki Business Solutions ecosystem and reduce operational friction for global businesses.
KIBI AI assistant readiness
Designed to work as part of the Ki Business Solutions ecosystem and reduce operational friction for global businesses.
Use Cases
Where this platform creates leverage.
Track client onboarding from lead to active account
Move from manual coordination to a clear, guided operating workflow.
Manage advisory and registration pipelines
Move from manual coordination to a clear, guided operating workflow.
Coordinate service delivery across teams
Move from manual coordination to a clear, guided operating workflow.
Pricing
Engagement options.
Final pricing depends on jurisdiction, scope, integrations, compliance requirements, and service complexity.
Waitlist access
CustomGet started on the platform for a scoped onboarding plan.
Get StartedTeam CRM setup
CustomGet started on the platform for a scoped onboarding plan.
Get StartedCustom CRM implementation
CustomGet started on the platform for a scoped onboarding plan.
Get Started
FAQs
Common questions.
Who is Ki CRM for?
It is designed for businesses and service teams that need CRM workflows connected to the Ki ecosystem.
Is it separate from Ki Consultation?
It can support marketplace and service workflows, but Ki Consultation is the service marketplace.
How do I start?
Use the platform connection button above to open Ki CRM and begin a scoped onboarding path.
Platform Connection
Connect Ki CRM to your business workflow.
Start with a consultation, onboarding plan, and the right Ki ecosystem layer.