Kiese Features
The Kiese Platform has just the right features to help your team stream line your BD process in order to operate more efficiently and win valuable projects. See below the features and tools available on the platform.
Change how your organization manages business development with these game changing tools.
Opportunity Management
Manage all of your pursuits in one place while utilizing the many tools available in Kiese. Capture, manage, and analyze your leads, bids, and opportunity pursuits. Customize your tables, add custom fields, assign tasks to team, performa go-no-go, store pursuit files, create a quick proposal and more!
- Opportunity Table
- Opportunity by Stage View
- Map View - view projects via live map
- Opportunity Form
- Go-No-Go
- Document Folder
- Collaborate on Pursuits
- Opportunity Debriefs
- Quick Proposal Form
- Distribution List
- Risk Management & Proposal Staffing
- Add Custom Fields
- Multiple Data Filters
- Export Data to Excel or PDF
Client Management
Rather than having your contacts in various places (excel files, email, personal phone), Kiese consolidates and organizes all of your contacts into one location. Having all of this information in one places enables your teams to easily manage your client relationships.
- Capture and manage all your contacts.
- Send email to contacts.
- Create and Assign client management tasks to team members.
- Create an actionable client management plan
- Track and Measure your efforts.
- Create notes of your meetings with client.
- Speech to Text Capabilities for notes taking
- Export Data to Excel or PDF
Project Management
In Kiese when a project is one, a new project is automatically created which is connected to the opportunity. Use the project section to store project documents, perform pre-construction activities, create risk analysis, set up your projects staffing, and perform a post mortem once the project is complete.
- Perform Pre-Construction Tasks
- Store and Share documents
- Set up Project Staffing
- Create Project Risk Analysis
- Customize Projects Table
- Easily Filter Data
- Perform Project Post Mortem
- Rate The Companies You Worked With on The Project
- Export Data to Excel or PDF
Collaboration Tools
The Kiese Platform comes with many collaboration tools so that your team can perform more effectively. These tools can also be used to hold team members accountable when it comes to tasks that need to be performed.
- Shared Team Calendar
- Outlook Calendar Integration
- Go-No-Go Form
- Task Management Form (Activities)
Dashboards & Reports
With Kiese, your data does not just sit there doing nothing for you. We have over 30 live dashboards to keep you up to date on how your are performing. You can also any data from tables to create various custom reports which run live.
- Over 30 Dashboards
- Create unlimited custom reports
- Sales Forecasting
Staff Resource Management
We believe that in construction, project staffing is always connected to business development. Therefore we created a staffing tool that enables you to see how your BD efforts affects your staffing decisions.
- Create Project Staffing.
- See which team members are available.
- See when there are gaps on team member schedules.
- Better plan where you van utilize team members.
Tools to get the job done
Project and Client Relationship Management
Manage project leads.
Proposals
Create quick proposals for project pursuits.
Dashboards
Get real-time business insight.
Workflow Management
Plan, assign, track, and review project related tasks.
Shared Calendar
Keep a shared calendar of important project opportunity dates.
Staff Resource
Manage your staff resource. Understand how new projects will affect your manpower capabilities.
Cloud File Storage
Centralized location to access and share project files.
Team Chat
Collaborate with your teams and keep historical logs of project conversations.
Go-No-Go Analysis
Analyze and mitigate risks when pursing leads.
FAQ
Most frequently asked questions and answers
We believe that technology should be accessible to ALL companies in the construction industry, regardless of type or size. That’s why we offer very affordable pricing for a subscription to our platform.
See pricing regarding subscription cost or contact us if you wish to talk someone.
Yes, we offer a free trial to all customers. Request your free trail here or contact us to learn more.
We understand that companies in the industry have varying needs and so we’re here to help.
Please contact us to discuss your company’s needs.
Please contact us to get more information.
