KiBiz 9 Brings

Cloud Virtualization

Optimized Performance

New Growth

Automations and Expansion!

KiBiz 9 brings all new functionality built on the new Capabilities of the FileMaker 19 Workplace Innovation Platform.

These optimizations and new features to the KiBiz Business Management Platform using key technologies enable our current and new clients to more easily adapt and succeed within this new global economy.

Cloud First 


Cloud First 

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We are now offering a high-speed Cloud based deployment of KiBiz 9 to make it easier for your entire team to collaborate no matter where they are or when they are working.  

  • Cloud Server - 4 Core- 500GB SSD Drive - 16GB RAM

  • High Speed Remote Desktop Access

  • Automated Backups

  • Secure Encrypted Connection

  • Stable and Reliable 24/7

  • Customer Support

 

Optimal Performance


Optimal Performance

Some New Features in KiBiz 9

Drag and Drop Sales as they Progress thru the Sales Process.  Click on a Sale to See Details. 

Create Custom Sections in Quotes to Better Present your Products.   Drag and Drop items into Proper placement.

Select Products by Category, Primary Vendor to raise or lower prices and costs.

Sales Dashboard Overview to manage sales process more effectively

Drag and Drop Sales as they Progress thru the Sales Process. Click on a Sale to See Details.

Purchasing Dashboard
Overview to Track PO Items as they Move through PO Process

Drag and Drop PO's to each Step in the PO Process

 

Drill down to see PO Details

Sales Tracking Map
Geographical Overview of Sales

Drag and Drop PO's to each Step in the PO Process

Carton Packing Tool
Make Packing More Efficient

This is the new Packaging Screen that enables items to be picked or scanned to be entered into Cartons easily and quickly.

Custom Sales Entry
Organize Quotes More Effectively

Create Custom Sections in Quotes to Better Present your Products. Drag and Drop items into Proper placement.

 

Price/Cost Raise Tool
Easily Raise Prices and Costs by a Percentage

Select Products by Category, Primary Vendor to raise or lower prices and costs.

 

Integrated Accounting


Integrated Accounting

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We have continually improved our Accounting Module for over 20 years and have some exciting new accounting tools in KiBiz 9 to make the user experience smoother, optimized, and faster.

Utilize these powerful new Accounting Tools to save precious time and make accounting operations more efficient. 

By integrating our front end KiBiz Business Management System with KiBiz Accounting it provides a more powerful system that provides Full Stack complete solution for your Business.   We also offer KiBiz Accounting to integrate with any FileMaker Front end system.

KiBiz 9 Accounting is fully customizable to fit your specific workflows and accounting processes.

Some New Accounting Features in KiBiz 9

View Cash Sources and Usages by Dynamic Date Ranges

Cash Flow Planning Tool
Manage Income and Expenses more Effectively

View Cash Sources and Usages by Dynamic Date Ranges

Interactive Audit Trail Tools
Save time by Easily Follow Accounting Data to its Source

Drill down from Department Balances to General Ledger to the Original Transactions

Customer Based Account Reconciliation
Identify Key Customers

Customer Activity Breakdown by Period

Bank Reconcilation Tools
Increase Efficency by automating matching and clearing Bank Activity

Utilize new Bank Reconciliation tools to automate the reconciliation process such as importing Bank Statements, automatically match deposits and checks, and easily identify items to focus on.

 

Flexible Allocation Tool for Distributing Costs
Flexible Improve Speed and Accuracy of Cost Accounting

Distribute Costs by Department, Profit Center, or Division utilizing master allocation tables, repeating transactions and more.

 

Account Balance Overview Tool
Find Trends and Outliers to Investigate More Effectively

Explore possible issues more quickly by deeply engaging with your Accounting data.

 

Manage Credit Cards Tool
Import Statements & Automatically assign account numbers

Import Credit Card Statement and Automatically Assign Vendors and Account Numbers

 


New Growth


New Growth

We have a built a very Robust new CRM and Marketing Module to capture, nurture, and manage leads to turn them into opportunities and then sales.  Utilize this new CRM and Marketing module to spur growth of new customers
 

Some Key CRM Features in KiBiz 9

Target Email List Segments based on Product Interest, or Custom Criteria by Connecting with Mail Chimp or Klaviyo to Send and Receive Email Campaign Data

Plan and Run Email Campaign
Integrations with Social Media and Email Programs

Target Email List Segments based on Product Interest, or Custom Criteria by Connecting with Mail Chimp or Klaviyo to Send and Receive Email Campaign Data

Manage Leads more Effectively
Capture and Nurture Leads

Initiate and Track Lead Nurturing Activity

Opportunity Management
Convert Leads to Opportunities

Manage Opportunities More Effectively to Turn them into Sales

 

Generate and Track Quotes
Manage Sales Process Better

Build Quotes and Track Sales Activity

 

Manage Customer Accounts
View and Use Customer Data to Build Closer Relationships

View All Customer Related Data in one Place to Manage your Relationship Better

 

Build Custom Email Templates
Create Templates for Each Stage of the CRM process

Set up Automated Emails for Lead Nurturing and Opportunity Conversions

 

Collect and Understand Marketing Analytics Data
To inform Marketing Strategies and Decisions

Make Smarter Marketing Decisions by Collecting Results from Social Media and Email Campaigns

 

Automations


Automation

We have equipped KiBiz to automate your business processes which provide your business with greater efficiencies, data accuracy, and the ability to get things done faster with less struggle.

When a Sale is Confirmed these Documents can be automatically Created:

 

Sales Order

Purchase Orders 

Work Orders

Production Orders

When an eCommerce Web Order is submitted these Actions are Automatically Done:

New Customer Created or Matched in Contacts

Order Created in Sales

Credit Card payment is processed

Order Readied to be Shipped



Expansion Thru Integrations


Expansion Thru Integrations

We have connected these API Integrations to expand the capabilities of KiBiz.  Such as new integrations for Email Marketing, Staff Collaborations, Payment Processing, Shipping and Fulfillment, and Many Others.

Email Marketing Integrations:

   

Collaboration Integrations:

 

   

Payment Integrations:

   

 

 

   


Fulfillment Integrations



Other Integrations