The platform
Everything your business runs on, in one place.
Sales, service and operations share the same records. That one decision removes most of the copying, chasing and double entry that software usually creates.
Customers and sales
Every customer, every deal, in one place.
Leads become customers without retyping. Deals move through stages you decide, with the quote, the products and the paperwork attached to the record they belong to.
- Leads, accounts, contacts and deals
- Pipeline board and activities
- Products, price books and quotes
- Forecasting with manager adjustments
Service
Answer faster, and keep your promises.
Requests land in queues with an owner and a clock that counts in your working hours. Escalation happens on its own, and the answers your team writes are reused.
- Cases, queues and priorities
- Service levels with real due dates
- Escalation without anyone watching
- A self-service portal for customers
Operations
The work that keeps the business running.
Orders, jobs, stock, projects and the documents that go with them — the same records your sales and service teams are already looking at.
- Industry systems you can install
- Documents generated from records
- Change history on everything
- Import what you already have
Reporting and automation
Answers, and work that does itself.
Build a report once and check it every month. Set a rule once and stop doing the follow-up by hand.
- Reports and dashboards
- Record-triggered automation
- Scheduled steps and reminders
- Approvals with a record of who said yes
One record, start to finish
A deal becomes a quote, a document, and a customer.
Nothing is re-keyed on the way. Each step carries the one before it, and the history stays on the record.
Shaped around you
Track the things your business actually has.
Most software asks you to describe your business in its words. Add your own records, fields and screens here — without writing code, and without waiting for anyone.
- Create your own records and fields
- Give each team the screen and columns they use
- Change it whenever the business changes
- And if it needs building properly, Kelray builds it
Who sees what
People see their own work. Managers see their teams.
Access is decided by role and by field, and it is enforced in the database rather than hidden on the screen. Typing a web address does not get anyone past it.
- Roles, teams and reporting lines you define
- Field-level control, so a salary column can stay invisible
- Sharing rules for the exceptions, with a record of them
- Every settings change written to an audit trail
Security here means how your data is separated and who can reach it. We describe what the product does and do not claim certifications we have not completed.
More when you need it
The marketplace has the rest.
Industry systems, premium modules and custom applications — each one marked with what it is today.
See what it looks like for your business.
Take a guided look at the platform, or talk to the team that builds it.