keyCRM | Sales funnels

Capture leads in one place

keyCRM collects leads from all your sources: Telegram and Viber; Instagram Direct, post and Story comments; website live chats; phone calls; Google Forms; TikTok and Facebook Lead Forms.

Sales, deal and lead funnels

Manage your sales funnels in keyCRM: customize them to fit your needs and move leads through each processing stage. Keep every step under control, close more orders and deals, and grow your revenue.

Assign leads to managers

Once leads are in the system, you can assign them to team members — for example, in round-robin order. See who did what and when in your CRM funnels. The user activity history is always at hand.

Create orders and deals in seconds

Create an order right from a lead card. All the details, including the communication history, are automatically added to the customer profile. The system also finds potential duplicate customers to help keep your database clean.

Schedule follow-up tasks

Set a date for the manager’s next contact with a lead and specify its purpose — follow up, make an upsell, offer a discount, and more. Make sure no potential customer inquiry goes unanswered.

A modern, user-friendly interface

No need to switch between apps, websites or messaging accounts to log an inquiry and add it to a sales funnel. Everything happens in keyCRM, in a familiar interface available in your preferred language.

Manage leads with ease

Drag and drop lead cards between Kanban columns to update their status in the sales funnel.

Open a card with a double-click to see all the details. Update the lead name, assigned manager, next follow-up time and other information right in the card. With one click, turn a successful lead into an order or a deal.

Work with funnels in CRM with ease

Create as many sales, project or deal funnels as you need to match your business processes. Name the stages yourself, then edit or delete them as your needs change.

Color-coded labels make each lead’s status easy to spot. Marking leads as won or lost helps you identify weak points and learn from them.

Stop moving leads manually!

keyCRM collects leads from Google Forms, TikTok and Facebook Lead Forms, phone calls through IP telephony, and API integrations. You can also bring inquiries in from messaging apps, social media, website live chats and Ukrainian marketplaces.

Built-in Viber, Telegram and Instagram integrations bring potential customer inquiries into keyCRM, where you can manage them through your sales funnel without leaving the system.

Sales, deal and project funnel analytics

Find funnel reports in the Statistics section.
See:● How many leads came in● How many were successfully closed● Conversion rates by status● At which stage and why leads were lost● How your managers are performing

Learn more about keyCRM

The best way is to sign up and try it out. It’s easy, and you can use the system free for up to 30 days. Still have questions? Check out our Knowledge Base. Want to talk? We’re here to help — message us in the chat.

TikTok Lead Forms module

Collect leads from TikTok ad campaigns and manage them systematically, without losing inquiries. Leads are sent to keyCRM automatically, where you can work with them in your funnels.

Automatically create leads from calls

keyCRM lets you receive and manage incoming calls, create lead cards and guide leads toward a successful deal through flexible sales funnels. No inquiry gets lost.

Built-in Facebook Lead Ads integration

Bring contact details into keyCRM from Facebook Lead Ads campaigns designed to collect potential customers’ information. Lead cards are created instantly and are ready to be added to your sales funnels.

Keep your lead database clean and duplicate-free

keyCRM automatically checks for duplicates. If a lead’s contact details match information already in your customer database, the system alerts you when you create a customer profile.

Work with documents in sales funnels

Generate documents right from a funnel card, including contracts, invoices, completion certificates and more. Use a CRM funnel template, fill it in with one click, or create a new document.

Talk, sell and manage your business on the go

keyCRM on your smartphone. Download the mobile app for iOS and Android.

Does keyCRM have sales, lead and deal funnels with statuses?
Yes! keyCRM lets you create, edit and delete funnels with statuses to match your business needs. You can also limit each team member’s access to the statuses they need for their work. Keep every stage of lead processing under control.
Where can I collect leads in CRM?
keyCRM collects inquiries from messaging apps, social media, email, website live chats, Google Forms and phone calls through IP telephony.
Can the system collect inquiries from Viber, Telegram and Facebook Messenger?
Once you connect Viber, Telegram or Facebook Messenger, keyCRM will collect inquiries from these channels in one place. You can connect as many accounts as you need, including phone-number-based Viber and Telegram accounts.
Can I work with Instagram leads and add them to sales funnels?
Yes. keyCRM collects inquiries not only from Instagram Direct, but also from comments and reactions to posts and Stories. You can automatically create lead cards and manage them through sales and deal funnels. Connect as many accounts as you need. keyCRM uses Instagram’s official API.
How soon can I start working with funnels and leads after activating my account?
Leads start appearing in CRM as soon as you connect a source. To get started, create a keyCRM account.
How much does the CRM funnel module cost?
The keyCRM funnel and lead management features are built in and included in the standard plan. There are no extra charges.
Do I need an integrator to set up keyCRM funnels?
No. The funnel module is available as soon as you register for keyCRM. Basic computer skills are enough to set it up, and our support team is ready to help if you have questions.
How can I create leads in keyCRM?
Leads can be imported automatically from connected sources or created manually.
How does keyCRM detect duplicate leads or customers?
keyCRM helps keep your database clean. When you convert a lead into a customer, the system checks for matching names and contact details, then flags any potential duplicates. You can use an existing customer profile or create a new one.

Bulk actions in CRM

Quickly handle common tasks in retail:
● Merge and copy orders● Record payments and add products● Automatically link products from marketplaces

A wide range of order fields

keyCRM includes the order fields you need for e-commerce, plus:
● Customer comments and personalization details● Gift messages and packaging options● File uploads to orders, tags and more

Quick templates

Set up templates for printing and exporting orders:
● Print orders for production● Export data for more detailed analytics● Configure exports for use in other applications

Automated shipping

All modules are built in — no need to buy plugins or hire a developer:
● Create shipping labels in one click● Track parcels automatically● Update order statuses based on delivery statuses

Omnichannel communication

All the tools you need to communicate with customers are in one system:
● Messaging apps, phone calls and email● Create an order or customer profile directly from a chat● Keep track of unread messages

Customer database management

Keep your customer database under control with customer profiles, order history and statistics:
● All customer details in one profile● Automatically find duplicates to keep your database clean● Distinguish between the buyer and the parcel recipient

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Sales funnels in CRM

● Collect leads from messaging apps, social media, website live chats, marketplaces, phone calls, Google Forms, Facebook Ads and TikTok Ads — all in one place.
● Set up sales funnels to match your business needs: sales, deals, projects — and grow your revenue.

All your leads from every source in keyCRM funnels: capture, process and track

Stop moving leads manually!

Sales, deal and project funnel analytics

Talk, sell and manage your business on the go

Frequently asked questions about sales funnels and leads in CRM

Does keyCRM have sales, lead and deal funnels with statuses?

Yes! keyCRM lets you create, edit and delete funnels with statuses to match your business needs. You can also limit each team member’s access to the statuses they need for their work. Keep every stage of lead processing under control.

Where can I collect leads in CRM?

keyCRM collects inquiries from messaging apps, social media, email, website live chats, Google Forms and phone calls through IP telephony.

Can the system collect inquiries from Viber, Telegram and Facebook Messenger?

Once you connect Viber, Telegram or Facebook Messenger, keyCRM will collect inquiries from these channels in one place. You can connect as many accounts as you need, including phone-number-based Viber and Telegram accounts.

Can I work with Instagram leads and add them to sales funnels?

Yes. keyCRM collects inquiries not only from Instagram Direct, but also from comments and reactions to posts and Stories. You can automatically create lead cards and manage them through sales and deal funnels. Connect as many accounts as you need. keyCRM uses Instagram’s official API.

Leads start appearing in CRM as soon as you connect a source. To get started, create a keyCRM account.

The keyCRM funnel and lead management features are built in and included in the standard plan. There are no extra charges.

Do I need an integrator to set up keyCRM funnels?

No. The funnel module is available as soon as you register for keyCRM. Basic computer skills are enough to set it up, and our support team is ready to help if you have questions.

How can I create leads in keyCRM?

Leads can be imported automatically from connected sources or created manually.

How does keyCRM detect duplicate leads or customers?

keyCRM helps keep your database clean. When you convert a lead into a customer, the system checks for matching names and contact details, then flags any potential duplicates. You can use an existing customer profile or create a new one.

More keyCRM features