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Kraken CRM
One source of truth for every lead, customer, and conversation.
Kraken CRM keeps contacts, companies, pipelines, deals, appointments, and every interaction on a single timeline — simpler than enterprise CRM, flexible enough to match how your business actually works.
● CORE CAPABILITIES
Everything you need to manage relationships — nothing you don’t.
Contacts & companies
Complete records with custom fields and record types, duplicate detection, record merging, and import/export tools.
Custom pipelines
Build sales pipelines around your actual process. Track opportunities and deals with stages, values, and owners.
Customer timelines
Email, SMS, phone, social, appointments, jobs, and notes — every touchpoint in chronological order on one screen.
Lead capture & qualification
Forms and lead intake feed straight into the CRM with source tracking, so nothing arrives by copy-paste.
Tasks & follow-ups
Tasks, reminders, notes, and appointment tracking keep every commitment visible — and automatable.
Segmentation
Tags, lists, saved filters, and customer segments that Kraken Marketing can target directly.
Dashboards
Sales and customer-service dashboards out of the box, with deeper analysis one click away in Kraken Data.
Role-based access
Control who sees which customers by role, department, and location — enforced platform-wide.
Workflow automation
Trigger actions from any record change — assign tasks, send campaigns, place AI calls, or update connected systems.
LESS COMPLICATED, STILL FLEXIBLE
Customize pipelines, records, processes, and reporting by configuration—not consultants. Your team is productive in days, not quarters.
Custom fields and record types for your industry
Pipelines shaped around your real sales process
Saved views and filters for every role
Guided onboarding and data import tools
Pipeline settings
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Customize: Residential Sales Pipeline
Drag stages to reorder · Changes apply instantly
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New inquiry
Auto-assign by territory
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Site visit scheduled
Syncs with technician calendars
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Estimate sent
Follow-up task after 3 days
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Won / Lost
Won → onboarding journey begins
Automations
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Workflow: New Lead Response
Runs across CRM, Marketing & Voice
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Trigger—lead created in CRM
Any source: form, social, call, import
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Enroll in nurture sequence
Kraken Marketing
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Create follow-up task for owner
Due in 4 business hours
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No contact in 2 days → AI courtesy call
Kraken Voice
THE FOUNDATION OF THE SUITE
Kraken CRM is the customer-data foundation for the entire platform. Whatever happens anywhere in Kraken, the CRM knows about it.
A lead from Kraken Marketing is created here automatically
A Kraken Voice call lands on the customer timeline
A Kraken Social conversation becomes a lead or support task
Kraken Data combines CRM activity with finance and operations
BETTER TOGETHER
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Kraken Social
Social conversations become CRM leads and support tasks automatically.
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Kraken Marketing
Segments and pipelines drive targeted campaigns; engagement flows back to the record.
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Kraken Voice
AI agents use CRM context on calls and log transcripts, summaries, and outcomes.
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Kraken Data
Pipeline performance, rep conversion, and customer lifetime value—measured properly.