🤝 Customer Relationship and Management
Centralize your prospects, customers, quotes, and invoices in one simple tool. The entire team knows the status of each deal, and your business data remains with you.
Your sales cycle at a glance
👤 Prospect → record, history, follow-ups
🎯 Opportunity → amount, probability, stage
📄 Quote → created and sent in a few clicks
💶 Order and Invoice → payment tracking
Klytic CRM relies on business management software used by thousands of SMEs. We install it, adapt it to your activity, and train your teams.
Company and contact records, exchange history, linked documents, segmentation.
Track each deal by stage, with amounts and probabilities, to manage your revenue.
Quotes in your colors from your product and service catalog, converted into an order with one click.
Invoicing, credit notes, payment tracking, and reminders for unpaid invoices.
Appointments, calls, follow-up tasks: nothing is forgotten, for anyone.
Sales statistics, sales pipeline, and key indicators at a glance.
And according to your needs: stock, supplier purchases, projects, expense reports… modules are activated as required.
🧾 Electronic Invoicing
Klytic CRM generates your invoices in electronic format, automatically or on demand, and sends them to an approved platform. It also retrieves your purchase invoices from this platform.
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Prepared and sent from the customer record, with your products and prices.
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The accepted quote becomes an invoice, without re-entry.
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The electronic invoice is generated and transmitted automatically, or when you decide.
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Statuses returned by the platform are displayed on the invoice, including the four mandatory ones: submitted, rejected, payment sent, payment received.
CII, Factur-X, and UBL: the structured formats adopted by the reform, readable by all approved platforms.
Connection to EsaLink (Hubtimize) and SuperPDP via the standardized AFNOR API. Two platforms hosted in France and ISO 27001 certified.
A diagnostic check ensures that the required data is present before sending: email, SIRET, and intra-community VAT number.
Invoice locked after validation, down payments treated as invoices, negative lines prohibited: the rules of the reform are applied.
Issued from Klytic CRM and deposited on the approved platform, which transmits them to your customers.
Retrieved from the approved platform and linked to your suppliers: no more manual entry.
Since September 1, 2026: all VAT-registered companies must be able to receive electronic invoices. Large companies and mid-sized companies must also issue them.
September 1, 2027: the obligation to issue extends to SMEs and micro-enterprises.
Electronic invoicing is available for France, with supported approved platforms.
Your business data is your capital. It remains hosted with us or with you, never exploited by a third party.
Associated with Klytic Mail, Docs, and Tel, your CRM becomes the center of your commercial activity.
Fields, document templates, sales stages: we configure the tool according to your way of working, and develop specific features if needed.
Yes. We retrieve your customer, product, and historical files from a spreadsheet or another software.
The price depends on the number of users and activated modules. We will send you a clear quote after an initial discussion.
Yes, Klytic CRM can be used in the browser, on a computer, tablet, or smartphone.
Discover Klytic CRM during a personalized 20-minute demo.
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