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Kibo / Kits / Sales & CRM

Sales & CRM, from quote to renewal.

Quotes priced from your own list and rules, discounts approved by the right person, a pipeline that flags what needs attention, and renewals that never slip.

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Sample conversation
You
Add a deal: Pixel GmbH, 18,000 EUR, proposal sent, closing 18 December.
Kibo
Pixel GmbH is already an account, so I will link the deal to it. At the proposal stage the probability is 50%, which makes the weighted amount 9,000 EUR.
New deal: Pixel GmbH
AccountPixel GmbHStageproposalAmount18,000 EURProbability %50Close date2026-12-18
1 · What it runs

The processes in this kit.

For sales teams in the office and on the road: leads, accounts and contacts, an opportunity pipeline with a weighted forecast, quotes from your price list with a discount approval rule, contract renewals, and field sales rounds. Each rep sees their own pipeline, managers their team's; stale deals are flagged; figures always come from the records.

Sales pipeline

Leads, accounts, contacts and opportunities; each rep sees their own, managers their team's; weighted and commit forecast against targets per rep and team, and reminders for stale deals.

Records: accounts, contacts, leads, opportunities, sales targets

Quotes and discounts

Quotes from your price list with exact figures; a discount above the rep's limit goes to their manager, above 15% to finance too.

Records: quotes, price list, quote rules

Renewals

Contract renewals with the notice date worked out; owners reminded 90 days before the end and 30 days before the notice date.

Records: renewals

Field sales

Customers, visits, interests and quotes for reps on the road; a morning brief and an evening recap for each.

Records: customers, visits, interests, quotes, price list, quote rules

2 · Examples

Real requests, and the card each one produces.

Sample conversation
You
Add a deal: Pixel GmbH, 18,000 EUR, proposal sent, closing 18 December.
Kibo
Pixel GmbH is already an account, so I will link the deal to it. At the proposal stage the probability is 50%, which makes the weighted amount 9,000 EUR.
New deal: Pixel GmbH
AccountPixel GmbHStageproposalAmount18,000 EURProbability %50Close date2026-12-18
Sample conversation
You
Lea Fischer from Nordlicht Bau called back, she's qualified. Convert her lead.
Kibo
I found no account for Nordlicht Bau, so I will create the account, the contact Lea Fischer and an opportunity, and mark the lead converted.
Lead: Lea Fischer
NameLea FischerCompanyNordlicht BauStatusconvertedNext stepSend a proposal
Sample conversation
You
Where are we against target for Q4?
Kibo
I will read the forecast for 2026-Q4 from the pipeline and compare it with the sales targets. Amounts stay in their own currency.
Sample conversation
You
Quote for Holzbau Maier: 20 oak shelf units OS-120, give them 12% off.
Kibo
I priced it from the price list: 20 x 85.00 = 1,700.00, minus 12% = 1,496.00, plus 19% VAT = 1,780.24 EUR. 12% is above your discount limit, so saving it sends it to your manager.
Quote for Holzbau Maier
CustomerHolzbau MaierLines20 x Oak shelf unit OS-120 at 85.00Discount %12Discount over rep limityesTotal1,780.24 EUR
Sample conversation
You
Price 10 standing desks SD-2 for Atelier Dubois, France.
Kibo
10 x 340.00 = 3,400.00, minus the 5% volume discount = 3,230.00, plus 20% French VAT = 3,876.00 EUR. The discount is within your limit, so no approval is needed. Want me to save it?
Quote for Atelier Dubois
CustomerAtelier DuboisDiscount %5Discount over rep limitnoVAT20% (646.00 EUR)Total3,876.00 EUR
Sample conversation
You
Add the hosting contract with Müller GmbH: 24,000 EUR a year, ends 31 March, 90 days notice. I own it.
Kibo
The contract ends on 31 March 2027, so the notice date is 31 December 2026. I will add it and tell you 90 days before the end.
Renewal: Hosting, Müller GmbH
ContractHosting contractValue24,000 EURContract end2027-03-31Notice period days90Notice date2026-12-31
Sample conversation
You
Holzbau Maier wants to renegotiate the price. Mark the renewal as in discussion, high risk.
Kibo
I will update the existing renewal for Holzbau Maier: status in discussion, risk high, and note the price talk as the next step.
Renewal: Holzbau Maier
AccountHolzbau MaierStatusin discussionRiskhighNext stepRenegotiate the price
Sample conversation
You
Saw Bäckerei Weiss yesterday. They want a quote for 3 deck ovens, come back in a month.
Kibo
I will record the visit as done, add the interest in 3 deck ovens, update their last visit, and set a follow-up reminder for 7 December at 9:00 since you gave no time. No order was taken, so I create none.
Visit: Bäckerei Weiss
CustomerBäckerei WeissDate2026-11-06StatusdoneSummaryWants a quote for 3 deck ovensFollow-up date2026-12-07
Sample conversation
You
Quote for Gasthof Lindner: 4 combi steamers CS-6, they're asking for 18% off.
Kibo
From the price list: 4 x 2,400.00 = 9,600.00, minus 18% = 7,872.00, plus 19% VAT = 9,367.68 EUR. 18% is over your limit and over 15%, so it needs your manager and then finance.
Quote for Gasthof Lindner
CustomerGasthof LindnerLines4 x Combi steamer CS-6 at 2,400.00Discount %18Discount over rep limityesTotal9,367.68 EUR
3 · Approvals and reminders

Rules it sets up, enforced by code.

  • Reminder · opportunities: 1 days after “close date”
  • Reminder · opportunities: 15 days after “last touch”
  • Reminder · leads: 15 days after “last touch”
  • Report · A summary to the manager, every weekday at 8:30
  • Report · A summary to the manager, every Monday at 8:00
  • Report · A summary to the manager, every Monday at 8:05
  • Approval · Quote discounts
    Step 1: the person's manager when “discount over rep limit” is yes
    Step 2: the finance group when “discount over rep limit” is yes, “discount” is over 15
  • Reminder · quotes: 3 days before “valid until”
  • Reminder · renewals: 90 days before “contract end”
  • Reminder · renewals: 30 days before “notice date”
  • Report · A summary to the manager, the 1st of each month at 9:00
  • Report · A summary to the manager, every weekday at 7:30
  • Report · A summary to the manager, every weekday at 18:00

See it on your own processes.

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