CRM. Keep every relationship moving.

Save a contact. Follow the conversation. Plan the next step. Counterparties, sales opportunities and tasks now work together in KSeFGPT CRM.

Three areas of one module keep your customer work in context.

More than a tax number

Company details, contacts and conversation history. Pick up where you left off with each customer.

Record opportunities, update stages and assign the people responsible.

Set the next step, the person and the deadline. Mark a task done and move on.

Three areas of one module keep your customer work in context.

Contact people: Save the name, role, phone number and email of the person at your customer’s company.
A record of your conversations: Add notes to the right company so you can pick up the details when you next get in touch.

Stage and value: Create an opportunity for a company and update its stage as the conversation progresses.
Repeatable work: Start with saved opportunity templates, which can also include linked tasks.

Owner and due date: Describe the work, assign someone to do it and set a date to organize your team’s activities.
Visible progress: Update task statuses, mark finished work complete and reopen a task when needed.

Keep the tools you use to manage business details, with room for the work that follows.

Details from a tax ID: Fill in company details from Poland’s GUS register to reduce manual entry.
Spreadsheet import: Bring in your CSV or Excel database and add custom fields, such as an ERP identifier.
Companies from invoices: A new buyer can be added to the database when you issue or import an invoice.
Email after KSeF submission: Add the recipient’s email and enable invoice notifications. Manage the setting for each company.

Use your company records when issuing an invoice in the form or AI Chat. Send it to KSeF and download a visualization in the recipient’s language.

Guides with screenshots and recordings walk you through each operation.

Access to sales opportunities and tasks, and their limits, depends on your plan.