Coming soon
Every request followed up until it’s signed.
You see which forms bring in clients, quotes are accepted and signed online, and every deal sits in a pipeline until it’s done.
Price follows
Everything below comes with this add-on, and each feature lives in this add-on only.
You see which form brings in the most clients, where people drop off and what they answered.
Views, conversions and the field where people stop
Where your visitors come from
Answers to filter, group, save and export
Clients accept your quote online, with a deposit when you use Payments.
Accepted online
A deposit together with Payments
Contracts and quotes are signed online.
Signed online
Documents sit with the client they belong to and are shared on their client page.
Per client
Shared on the client page
Every deal at a glance, in the steps you choose.
Your own steps
New requests reach the right person on your team, or go round everyone in turn.
Round robin: everyone takes a turn
Routing forms send requests to the right person
Run one of these trades? The package gives you this add-on and the others you need, at a lower price.
When will Sales & Pipelines be ready?
It’s on our plan. Tell us you’re interested and you’ll be the first to hear.
Do I need Kwazi Free?
Yes. Every add-on sits on top of Kwazi Free, which stays free. Your clients, forms and bookings stay right where they are.
Does it work with Zapier and the API?
Yes. Everything in an add-on also works through the API, webhooks and your AI assistant, just like Kwazi Free.
Sales & Pipelines sits on top of Kwazi Free. Start today, and your clients, forms and bookings are ready when it arrives.
