From the first conversation to the day-to-day details.
Customers and sales, Invoices and payments, Catalogue and stock, People and administration
Keep customer information together, prepare quotes, track invoices and organise operations in one business management environment. Build your BizDesk workspace around the functions you need.
Where do you need a clearer view?
Every team has different requirements. Start with the functions your business needs.
Find contacts, active opportunities and related sales documents. Explore CRM and sales
Leads and customers
Keep contact details and customer history together.
Opportunities
See active deals and next actions.
Quotes
Prepare proposals and track their status.
Orders
Find orders and follow their progress.
Contracts and subscriptions
Organise services, contracts and key dates.
Point of sale
Explore options for managing in-store sales.
Organise invoicing and see which payments have been recorded and which need attention. Explore invoicing
Invoicing and payments
Prepare invoices and track recorded payments.
Bank reconciliation
Compare bank transactions with business records.
Accounting
Organise information and entries for accounting.
Connect product records, stock movements and purchasing activity. Explore products and stock
Products and services
Organise product and service records.
Stock
Review recorded quantities and movements.
Purchasing and procurement
Track supplier orders and receipts.
Shipping
Prepare and record shipments.
Manufacturing
Organise bills of materials and production operations.
Organise employee records, time off, expenses and recorded hours. Explore HR
Employees
Organise employee records.
Expense claims
Keep expenses and receipts together.
Time off
Track requests and decisions.
Timesheets
Review time recorded against activities.
Recruitment
Organise applications and selection stages.
Keep track of every step, from first contact to order.
Who needs a follow-up? Which quote is still open? What is happening with an order? Find the information you need at each stage of the customer relationship.
Leads and customers
Keep contact details and customer history together.
Opportunities
See active deals and next actions.
Quotes
Prepare proposals and track their status.
Orders
Find orders and follow their progress.
Contracts and subscriptions
Organise services, contracts and key dates.
Point of sale
Explore options for managing in-store sales.
Example · your sales pipeline
Keep your people information in order.
Find employee details, track requests and organise the approvals your team needs. BizDesk's HR features support your internal administrative processes.
Employees
Organise employee records.
Expense claims
Keep expenses and receipts together.
Time off
Track requests and decisions.
Timesheets
Review time recorded against activities.
Recruitment
Organise applications and selection stages.
Example · your team
In practice: following up a customer request
Open the customer record, prepare a quote, then follow the related order and invoice. Information stays linked to your documents and business processes, depending on the modules enabled.
- Customer
- Quote
- Order
- Invoice
Connect your catalogue to everyday operations.
Find the products you sell or use, review stock movements and organise purchasing and order preparation around your business.
Products and services
Organise product and service records.
Stock
Review recorded quantities and movements.
Purchasing and procurement
Track supplier orders and receipts.
Shipping
Prepare and record shipments.
Manufacturing
Organise bills of materials and production operations.
Example · your stock
Keep invoices, payments and financial records in view.
Identify invoices that need attention, record payments and organise the information behind your financial administration. Configure the available features around your needs.
Invoicing and payments
Prepare invoices and track recorded payments.
Bank reconciliation
Compare bank transactions with business records.
Accounting
Organise information and entries for accounting.
Example · your invoices
Functions that fit your organisation
Every team has different requirements. Start with the functions your business needs and discuss configuration and support with KAFLOW.
Find use cases for your organisation · Explore WorkDesk · Explore custom solutions
- WorkDesk
Documents and meetings
WorkDesk adds collaboration tools alongside your business management environment.
- Custom
Integrations
If you need to connect team activity with business operations, we can discuss the integrations and approval steps required.
- EcomDesk
Commerce built around your rules
Need an ecommerce backend with customer-specific pricing, order approvals or tailored fulfilment workflows? EcomDesk is part of our custom development services, with business system integrations defined around your project.
Choose your starting point
Compare BizDesk plans, or build your request if you already know what you need. For a specific workflow, explore our custom solutions.
- Customers and sales
- Invoicing
- Stock
- Team