Project-CRM^®

If an issue arises with our system, we have always been extremely happy with the speed of resolution from KMS. “Idan (KMS Support Consultant) has been amazing in providing help and support, and has always been quick to deliver”

KMS Project-CRM system has transformed the way we manage contacts, track projects and share information as a marketing team. Working remotely made it all the more apparent that we needed a CRM system to better manage our database and share knowledge.

KMS have a tried and tested system which fitted well with our specific needs as architects. We were able to tailor the systems to suit our needs, and the training provided means we have the skills to be able to refine the system further as we use it more.

The system has enabled us to be far more efficient, working smarter, and being more connected despite working remotely. This really has transformed the way we operate.

“RED were delighted with the completed project by KMS – it really ticked all our boxes in terms of how it could be adapted to suit our business needs. We really see data-driven decisions being at the heart of what do at RED in order to provide service delivery excellence.

Now we have the ability to integrate so much more information into one central point than ever before, and this can only help us to become better at what we do. In particular the Microsoft Outlook email integration within the CRM has been a real game changer – allowing all our users to see what’s happening at each stage of a project’s life means that we can have much better visibility of business-critical information.”

“The team at KMS and in particularly our account manager, Paul Doerr, have been highly efficient in setting up our version of the system. They have also responded quickly to any maintenance requests and for a number of changes to our existing reports. KMS is an invaluable tool and assists us in our business planning and strategy moving forward.”

“With complex and well-established systems in place, we came to KMS for their ability to build a tailored system around our existing business processes. This included our specialised specification sales process with multiple and varied customer relationships, and a custom forecasting entity, tailored to our specific requirements. Currently (2020) in development we have a products and pricing module, with bespoke processes to handle our pricing from supplier price to sales margin and a customer system based samples process.

KMS have been able to deliver this and more, and we have taken advantage of their wide knowledge of the PowerPlatform with the development of several PowerApps and PowerAutomate processes. Their knowledge has enabled custom processes to be created and for existing functionality to be adapted to our needs. At each stage of our project they took the time to understand our business processes and offered practical solutions for us to consider, whilst keeping us focussed on overall project timing, and our budget. As development continues on the system, we’re hoping to be bringing more of our business processes into the CRM, and looking forward to working more with KMS.”