What is Kyglu CRM?
Kyglu CRM is a customer and sales system for small businesses that talk to their customers on WhatsApp. You keep your customers, opportunities, appointments, quotations and invoices in one place, and contact customers on WhatsApp with one click.
What you can do
| Area | What it covers |
|---|---|
| Customers & sales | Customer profiles, opportunities (your sales pipeline), follow-ups, checkout and your products & services list |
| Appointments | A calendar, a booking list for new bookings, staff rosters and online booking setup |
| Documents | Quotations, invoices, credit notes and top-up receipts, which you can share with customers as a link |
| Membership | Customer tiers, packages, stored value, rewards and reviews |
| Engagement | WhatsApp messages, message templates, vouchers, promotions, scheduled emails and automation |
| Reports | Staff sales, sales funnel, commission, attendance and an activity log |
How WhatsApp works in Kyglu CRM
Kyglu CRM uses WhatsApp click-to-chat. When you click Send WhatsApp, WhatsApp opens on your phone or computer with a message already written for you. You check the message and press send yourself, from your own WhatsApp.
Kyglu CRM does not send bulk WhatsApp messages and does not connect to your business number. The only WhatsApp messages sent automatically are appointment reminders and customer login codes, and these come from Kyglu's own number.
See WhatsApp for details.
Built around your industry
When you set up your account you choose a business industry. This decides which tools appear in the menu and what your dashboard shows first:
- Wellness / Beauty / Spa adds client profiles, VIP & Tiers and Customer Retention, and opens on an appointment-led dashboard.
- Other industries use the shared CRM tools and open on a sales dashboard.
You can change your industry later in Company Settings.
Who uses it
Everyone on your team signs in with their own account. There are three roles:
| Role | Typical person | What they can do |
|---|---|---|
| Owner | The business owner | Everything, including billing. There is one Owner per account. |
| Admin | A manager | Manage customers, documents, settings and staff. Cannot manage billing. |
| Staff | Front-line team members | Work with their own customers and records. The Owner or an Admin can give them extra permissions. |
Because of this, some menu items in these guides only appear for certain roles, industries or plans. Each guide says who can see the feature.
Your customers can use Kyglu too
Your customers can use the Customer App on their phone to book appointments and see their wallet, points and packages. On the web, the Customer Portal shows their membership tier and wallet. See Customer Portal and Customer App.