The pipeline, the phone, the calendar and the customer history, finally in one place.
When the call button lives inside the record, reps stop skipping the second touch.
CRM, dialler, scheduling link and task tracker. One subscription instead of four.
Phone, calendar, inbox and ledger are native. There is no connector to break.
Stages, fields and automations are configured by your team, not by a consultant.
From the first enquiry to the repeat order, every step lands on the same record, visible to whoever picks it up next.
The same data, four different lenses. Switch without losing your filters.
Drag deals between stages and watch the forecast recalculate. Stage-based automations fire as cards move.
One page per customer: contacts, organisations, activity, files, invoices, bookings and every message ever exchanged.
Share a booking link, sync two-way with Google or Outlook, and let customers pick a slot that respects your real availability.
Activity, conversion, revenue and team performance: built from live records, exportable, and shareable as a scheduled digest.
Click to call from any record. Recording, transcription and disposition codes included.
Text a customer from the record. Their reply lands in the same thread, visible to the team.
Assign, due-date and escalate. Overdue work surfaces on the dashboard, not in someone’s head.
When a stage changes, when a form is filled, when nobody has replied in 48 hours: do this.
Quotes, contracts and photos attached to the record, with version history.
One search box across customers, deals, notes, calls and files. Results in under a second.
Decide who sees revenue, who can delete, and who can only touch their own book.
Read and write every object from your own systems, with webhooks for events.
The people side that touches scheduling: annual balances, the requests against them, and who was actually in. Same login, same directory, no separate HR tool to reconcile against the rota.
An allowance per person per year, drawn down as leave is taken, so the number on screen is what is genuinely left rather than what it was in January.
A request carries its dates, how many days that works out as, the type, and whether it is paid. It goes to an approver and the balance moves when they approve it.
Set the working days once and the calendar knows the difference between a day off and a day missed. Read it a month at a time or a year at a glance.
Leave and attendance only. Kore does not run payroll or recruiting, and exports cleanly to the system that does.
Your customer database is the most valuable thing you own. It is treated that way.
Built and supported in Frisco, Texas
Restaurants, dealerships, clinics and franchise groups run their day on Kore. Here is what they say when we are not in the room.
Talk to someone who sets this product up for a living.
For most small and mid-sized teams, yes. You get pipelines, contacts, activity tracking, automations, reporting, a dialler, a booking calendar and a shared inbox. What you give up is the enormous app marketplace. What you gain is that all of it is native and none of it needs an integration budget.
Calling is part of the Sendbat / VoIP module. If you already have Kore CRM, adding it turns every record into a click-to-call, with recordings attached automatically. Numbers and minutes are billed at cost-plus.
Yes: CSV, Excel or direct API. Our onboarding team runs the import, de-duplicates against what is already there, and maps your custom fields before anything goes live.
As many as you need. Pricing is per seat, and you can set read-only or restricted roles for staff who only need to see part of the picture.
Yes. The interface is responsive, and the parts field staff actually need (records, tasks, click-to-call, notes) are built for a phone screen first.
That is most of the point. Set a rule once: “if nobody has replied in two days, create a task and text the customer” and it runs forever without anyone remembering it.
Twenty minutes, screen shared, using your real numbers. No slide deck, and we will tell you honestly if it is not the right fit.
A named person from the Frisco team, not a call centre.
What we shipped, what broke, and the occasional customer number. One email a month.
AI By Kore.co