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KeepinCRM implementation: a modern way to organize customers, deals and finances

We configure a convenient and visually clear Ukrainian CRM system for companies in the service, production and trade sectors. We combine contact accounting, task control, document generation, inventory balances and cash flow without unnecessary bureaucracy.

✓ Single environment for managing agreements: visual Kanban boards and automatic reminders for managers
✓ Integrated managerial financial accounting: income and expense items, cash, P&L reports
✓ Generation of contracts, invoices, and completion acts based on 1 clicks per template
✓ Synchronization with NovoPost, Checkbox, websites, IP-telephony, and banks
KeepinCRM Integrator Contract Management Inventory & Finance Automated documents Telecom & Chat
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Formats and pricing
ALL IT • SERVICE SPEC
SLA 99.9%
[ Implementation of CRM Systems ] WARRANTY UNDER AGREEMENT
Kanban for agreements and financial control

Active agreements in work: 64. Conversion rate: 28.4%. Number of issued acts: 112 pieces

⏱ Start: 1–3 days 🛡️ NDA: 100% SLA Warranty
📌
Kanban Agreements
Control every lead
📄
Auto-Documents
Invoices and certificates per click
💰
Financial Accounting
Revenues and Expenses
📞
Telecom
Binotel / Phonet
✓ Official contract with fixed cost of work
✓ 100% transfer of rights to code and configuration to the customer
✓ Assigned leading engineer and support 90 days
FULL TRANSFER OF RIGHTS CONTRACT + WARRANTY
[ TRANSPARENCY AND SYSTEMATICITY ]

Why small and medium businesses choose KeepinCRM

Harmonious balance between simplicity of interface and deep functionality for companies that have outgrown tables

[ 01 ]

No forgotten clients or lost tasks

The system will not allow closing the day without a planned next action for each open agreement.

[ 02 ]

Automatic Creation of Primary Documents

Managers no longer spend time manually entering details in Word/Excel. Invoices and acts are created instantly from client details.

[ 03 ]

Transparent financial results of the company

The owner always sees the real net profit, cash gaps and margin of each individual project or order.

[ 04 ]

Fast adaptation of new employees

A pleasant modern interface without complex multi-level menus allows newcomers to master the system within 1–2 working days.

What is included in the implementation

Comprehensive configuration of KeepinCRM by certified experts

We create a convenient and systematic CRM in which employees will work comfortably

[ STEP 01 ] Analytics

Preliminary analysis and design of the funnel

We record interaction stages with clients, reasons for failures, key fields of the client card and requirements for reporting.

[ STEP 02 ] Architecture

Basic configuration and access security

We are creating the company structure, defining role-based permissions (manager sees only their own agreements, supervisor — everything).

[ STEP 03 ] Documents

Document template setup (invoices, contracts)

Loading your company forms with logo, seal and signature, configuring auto-fill fields.

[ STEP 04 ] Lead generation

Website integration, lead form and messenger integration

Connecting forms from the site, chatbots, Telegram, so that each new request automatically creates a lead or agreement card.

[ STEP 05 ] Integrations

Connection of phone line, email and delivery services

Connects PBX (Binotel/Stream), corporate email, Nova Poshta service and the module of quick fiscal receipts Checkbox.

[ STEP 06 ] Training

Training of the team and support during launch

We conduct interactive training for the sales department and the manager, prepare instructions and support the first weeks of work.

[ RATE PACKS ]

Choose the implementation package for KeepinCRM according to your needs

Fixed price, official contract, and scheduled implementation terms

For agencies, consulting, service centers

CRM for Service Sector

Basic setup for B2B service companies: managing agreements, automatic invoices and deadline control for tasks.

Development time: from 5–7 working days
Work Scope:
✓ Configuration of lead funnels and implementation of services
✓ Creation of custom fields for your specific services
✓ Connecting lead forms from the website and corporate email
✓ Setup of invoice and act templates with automatic signing
✓ Access control for the team
✓ Training employees and 14 days of technical support
Choose 'CRM for Services'
Most popular format for wholesale and e-commerce ★ Popular

Trading & Warehouse Pro

Comprehensive configuration including stock balance tracking, a Nova Poshta account, telephony, and finance.

Development time: from 10–14 working days
Work Scope:
✓ Everything That Is Included in the Package 'CRM for Services'
✓ Inventory tracking, receipt, and write-off
✓ Integration of New Post office cabinet (creation of TTN in CRM)
✓ Connection of IP-telephone (Binotel / Phonet / Ringostat)
✓ Integration with an online store (WooCommerce, Prom, KhoroShop)
✓ Configuration of cash flow articles (VAT/P&L)
✓ Practical workshop with a team and 30 days of support
Choose 'Trading & Warehouse Pro'
For manufacturing and multi-profile companies

Enterprise ecosystem

Deep automation: accounting for production cost, multi-level financial accounting, integration with 1C / banks via API.

Development time: from 3–4 weeks
Work Scope:
✓ Everything that is included in the package «Trading & Warehouse Pro»
✓ Automation of process maps and production orders
✓ Synchronization of payments with bank statements through API
✓ Connection of fiscalization Checkbox or Vchasno.Kasa
✓ Bidirectional data exchange with accounting software
✓ Individual analytical reports for business founders
✓ Priority support with a personal curator
Choose 'Ecosystem Enterprise'
← Swipe options →
[ ONLINE CALCULATION ]

Calculate the parameters of the KeepinCRM setup

Select the area of activity and the necessary modules to obtain an accurate calculation

1. Area and specifics of activity: Select Variant

2. Required functional blocks: Select Variant

3. Level of external integrations: Select Variant

CHOOSEN PARAMETERS OF THE SOLUTION:
⏱ Estimated Timeline: Calculation... 👥 Team: 2–3 engineers
1. Area and specifics of activity: Service area, B2B sales or service business
2. Required functional blocks: Agreements + Client Base + Document Templates
3. Level of external integrations: Site Forms + Corporate Email + Messenger
✓ Parameters will be fixed in the application form
Get an exact quote
[ STAGES OF COOPERATION ]

How the project is delivered

Transparent process from first contact to final release on your domain.

01
1–2 days

Analytical session and creation of a schedule

We define the sales funnel structure, list of fields in cards, access rights requirements and document templates.

02
2–3 days

Basic configuration of the sales funnel and templates

We create custom statuses and configure invoice and service acceptance certificate generation forms with your company details.

03
2–4 days

Connection of communication and services

We integrate lead forms, email, IP-telephone, carrier cabinet Nova Poshta and Checkbox module.

04
1–2 days

Testing of operation scenarios and import of the database

Loading your existing clients from Excel, checking the accuracy of notifications and auto-tasks

05
2–3 days

Training employees and support for the start

We conduct an interactive online session with screen demonstration, answer questions and support the first days.

Our Clients

Companies that have entrusted ALL IT Agency with the development and scaling of their digital solutions

DIM Service
Partner Enterprise
Meregi Group
TOV Zagin Alpha
Partner Case 5
Wizeclub
Partner Case 6
Partner Case 11
Valikhnovski Surgery Institute
DIM Service
Partner Enterprise
Meregi Group
TOV Zagin Alpha
Partner Case 5
Wizeclub
Partner Case 6
Partner Case 11
Valikhnovski Surgery Institute
[ FREQUENT QUESTIONS ]

Answers to common questions from customers

Key details regarding terms, independent website editing, and rights transfer.

KeepinCRM is ideally suited for companies in the B2B services sector (marketing, law, consulting, construction, service centers), as well as for small manufacturing and trading companies that need simultaneous accounting of agreements, inventory balances and finances.

We are loading your document templates into KeepinCRM. When a manager works on a deal, they just need to select a list of services or products and click «Generate invoice». The system automatically fills in the client's name, EDOP code, banking details, creates a PDF with a signature stamp and sends it to the client by email.

Yes. The system has a full-featured financial module: you can create cash registers and invoices, record revenues, operational expenses (rent, salaries, advertising) and see the CashFlow (cash flow) and P&L (profits and losses) reports.

No, we take this process entirely upon ourselves. We analyze your table or download, agree on field correspondence, remove duplicates, and correctly transfer all contacts and history to KeepinCRM.

Yes, in KeepinCRM flexible access rights are implemented: regular managers can only see their own deals and contacts, have no right to export the database to Excel and do not see the company's general financial reports.

Share this service with partners or colleagues

Fast delivery to the working chat or copying the link for budget approval

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Would you like to bring systematic order to KeepinCRM?

Tell us about the specifics of your activity and the team's tasks. Our specialist will propose an optimal system structure and conduct a presentation of the possibilities.

Confidentiality

Official NDA contract for system audit

Quick Feedback

We will contact you within 15 minutes during business hours.

Order KeepinCRM implementation

The tech lead will contact you within 15 minutes during working hours