Customer relationship without Salesforce dependency
Kommercial is the Customer Relationship Management (CRM) solution in the Ekioo ko- suite. It centralises your contacts, prospects, sales opportunities, quotes and interaction history in an open-source tool hosted in France.
No more Salesforce, HubSpot or Pipedrive subscriptions that grow with your team and expose your client data to third parties.
Features
Contact and account management
- Complete client record: contact details, history, associated documents
- Account (company) and contact management
- Import / export from your existing tools (CSV, vCard)
- Advanced segmentation and filters
Sales pipeline
- Opportunity tracking by sales stage
- Revenue forecasting
- Pipeline Kanban board
- Deadline alerts and automatic follow-up reminders
Quotes and proposals
- Professional quote generation from the CRM
- Product and service catalogue with pricing
- Status tracking (sent, accepted, rejected)
- Conversion to order or delivery note
Activity tracking
- Client appointment calendar synchronised with Kooperation
- Call, email and meeting log
- Sales tasks and reminders
Reports and indicators
- Conversion rate by stage
- Performance by sales rep
- Executive dashboard
Technology
Kommercial is built on SuiteCRM or Dolibarr CRM depending on your needs — two robust open-source solutions with large active communities. Ekioo configures, hosts and maintains your instance, ensuring regular updates and data backup.